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IL10: Chip War (FT's Best Business Book 2022) ft. Chris Miller

Top Traders Unplugged

00:00

Is TSMC Enabling Innovation in Silicon Valley?

The foundry model works better than the integrated model that Intel stuck with of both designing and manufacturing chips. Apple is one of the world's largest chip designers because it designs in house many of the chips, including the key processor chip inside of its devices. And I think it's unlikely that Apple would be designing its own chips if it weren't able to outsource the manufacturing to a specialist like TSMC. So we've got choke points that I identified.

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