
Episode 1: TSMC's Q4 2021 Earnings
Transistor Radio
00:00
TSMC as the central economic fulcrum
Discussion of TSMC's leverage over the ecosystem, parallels to ASML JV, and Apple's unique terms.
Play episode from 48:22
Transcript

Discussion of TSMC's leverage over the ecosystem, parallels to ASML JV, and Apple's unique terms.