Odd Lots The Story of How TSMC Came to Dominate the World
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Jan 25, 2021 
Tim Culpan, a Bloomberg Opinion columnist with two decades of tech reporting experience in Taipei, dives into the staggering influence of TSMC on the global semiconductor industry. He discusses TSMC's innovative foundry model and its challenges, alongside its pivotal geopolitical role amid U.S.-China tensions. Culpan explains why TSMC's dominance remains unchallenged, highlighting the critical importance of semiconductors in today's tech landscape and the intricate balance it maintains in a complex global market.
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Foundry Model Impact
- TSMC's foundry model revolutionized chip production.
- It allows companies to design chips without owning expensive fabrication plants.
TSMC's Origins
- TSMC, founded by Morris Chang in 1987, built upon Taiwan's existing electronics industry.
- The company pioneered the pure-play foundry model, focusing solely on manufacturing.
Foundry Model Adoption
- Initially, the foundry model faced skepticism.
- Morris Chang secured Philips as a cornerstone investor, lending credibility to the model.