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16min chapter
TSMC (Remastered)
Acquired
Navigating the Semiconductor Landscape
This chapter explores the future of semiconductor technology, focusing on TSMC's unique business model and the competitive dynamics of the industry. It discusses the implications of geopolitical tensions, manufacturing challenges, and the strategic importance of diversifying production locations. The conversation highlights the complexities faced by competitors and the significant barriers to entry in replicating TSMC's success.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode