Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Semiconductor Manufacturing Equipment - Are Semis Really Fundamental?
02:09 • 2min
The Costs of Manufacturing Go Up
04:06 • 5min
Is There a Scale Shift Between Performance and Cost?
08:48 • 2min
What's the Magic of Semiconductors?
10:38 • 3min
The Supply Chain Effects of Semiconductors
13:37 • 4min
Moore's Law Is Not Dead, Right?
17:30 • 6min
The US and Semiconductor Industry Debate
23:08 • 2min
TSMC's Core Competency
25:01 • 5min
TSMC Is Not Standing Still
29:50 • 2min
Is There Potential in the Semiconductor Industry?
31:41 • 2min
Are Old Chips Versus New Chips Important?
33:27 • 2min
Is There a Question You're Not Putting Forward?
35:40 • 6min