Jon Y
Writer and video essayist behind Asianometry, covering the history and industrial structure of the semiconductor industry, with a particular focus on Taiwan, TSMC and the East Asian supply chain.
Jon Y did not write this page.
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Their wordsWell, this $20 billion in retrospect was far too little.
↗How TSMC Might Spend $28 Billionasianometry.com 1st of 3 in this piece
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Their wordsUnlike Chartered and SMIC, they have the power of the purse and they leverage it like few other companies can.
↗How TSMC Might Spend $28 Billionasianometry.com 2nd of 3 in this piece
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Their wordsI think TSMC thinks a fat pitch is coming.
↗How TSMC Might Spend $28 Billionasianometry.com 3rd of 3 in this piece
- 3 weeks earlier
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Their wordsAdopting the traditional semiconductor manufacturing business model to compete head to head against the likes of Intel would guarantee automatic failure.
↗TSMC, Briefly Explainedasianometry.com 1st of 3 in this piece
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Their wordsBut over time things got more and more expensive and people started dropping out.
↗TSMC, Briefly Explainedasianometry.com 2nd of 3 in this piece
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Their wordsThis leaves just TSMC, Intel, and Samsung Foundry as the last competitors in the industry capable of doing work at the leading edge.
↗TSMC, Briefly Explainedasianometry.com 3rd of 3 in this piece