T S M C, C O, Ricksi Is Out

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Morris is 74 years old. He hands the reins of t s m c over to his long time lieutenant ricksi, and he retires. The financial crisis had happened in two thous and, you know, chaos everywhere. Morris is coming back for the third act of his career. Idn't even know what number he's wearing. Is not forty five,. ecause that was a the eend of the second act. But this is harolded as a kind of abouched transition well.

It's time. We dive into the unbelievable history behind the quietest technology giant of them all — and as of recording the world's 9th (!) most valuable company — the Taiwan Semiconductor Manufacturing Company. This story checks every box in the Acquired pantheon of greatness: China, America, MIT, Don Valentine, Silicon Valley, "real men" looking silly, and... moats literally built by lasers. We're not kidding. Pull up a seat and settle in for a great one!

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Episode Sources: https://docs.google.com/document/d/1rQMgQDY5c3Fs5DsjB4cZHVZGdhN4kK-6HapO_r7pjyQ/edit?usp=sharing

Carve Outs:

Ted Lasso (Season 1): https://tv.apple.com/us/show/ted-lasso/umc.cmc.vtoh0mn0xn7t3c643xqonfzy
Greek: https://www.imdb.com/title/tt0976014/
Who is Michael Ovitz?: https://www.amazon.com/dp/B07B2HS77M/

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.