The Story of How TSMC Came to Dominate the World
Odd Lots
00:00
Challenges Facing TSMC in Semiconductor Dominance
This chapter examines the hurdles TSMC must navigate to maintain its leadership in the semiconductor sector, including competition from Samsung and shifts in client technology preferences. It highlights the energy supply issues in Taiwan, the strategic importance of semiconductor knowledge, and the difficulties countries face in replicating TSMC's success due to high investment and expertise barriers. The discussion underscores the integral role of semiconductors in the global economy, comparing their significance to that of oil.
Transcript
Play full episode
