Tsm c is one of the most important companies in tech history. The company was founded by Ag morris chain, an executive at texas instruments for a long time. Tsm c has gone from making specialized chips to manufacturing thousands and thousands of different kinds of chips that you can sort of get custom made. And they've been able to do it because there's so few companies that can do it right now.
Ben and James discuss Apple’s new chip announcement and what it means for both Apple and Intel.
Links
- James Allworth: Intel’s Disruption is Now Complete — Medium
- Ben Thompson: Apple’s Shifting Differentiation — Stratechery
- Ben Thompson: The Intel Opportunity — Stratechery
- Ben Thompson: Apple, ARM, and Intel — Stratechery
- Ben Thompson: Chips and Geopolitics — Stratechery
- Ben Thompson: Intel and the Danger of Integration — Stratechery
Hosts
Podcast Information