scripod.com
TSMC Founder Morris Chang

Overview

Shownote

Highlights

Transcript

Chapters

Pins

TSMC Founder Morris Chang

Acquired

Jan 27
Acquired

Acquired

Jan 27
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

We flew to Taiwan to interview TSMC Founder Morris Chang in a rare English interview. In fact, the last long-form video interview we could find was 17 years ago at the Computer History Museum… conducted by the one-and-only Jensen Huang! This episode came a...

Highlights

This podcast delves into the remarkable journey of TSMC, featuring a rare English interview with its founder, Dr. Morris Chang. The conversation explores pivotal moments in TSMC's history, including its relationship with NVIDIA and Apple, strategic decisions that shaped its dominance, and lessons learned from industry challenges.
02:59
Jensen Huang impressed Morris Chang with his optimism and honesty about NVIDIA's financial state.
31:45
Resolved NVIDIA dispute with a $100 million offer over pizza and salad.
39:04
Setting TSMC's R&D budget at 8% of revenue eliminated yearly negotiations.
59:03
The speaker combined TSMC's advanced and mainstream operation groups in 2009.
1:08:14
Jeff Williams pitched TSMC to foundry wafers for Apple during a dinner meeting.
1:21:37
TSMC decided to borrow after consulting Goldman Sachs
1:35:09
ServiceNow integrates AI agents across business sectors on an enterprise-grade platform.
1:43:41
Intel's customers in Taiwan disliked and distrusted it due to a lack of responsiveness.
1:48:29
Dividing value created between TSMC and its customers is a personal CEO decision.
2:09:20
Bill Bain left BCG to start his own firm due to the growth imperative.
2:38:55
Accurate market demand forecasting is critical for profitability in semiconductor manufacturing.
2:45:31
TSMC has shown remarkable growth since its inception in 1987.

Chapters

How Did TSMC Save NVIDIA? A Story of Partnership
00:00
What Happens When Layoffs Go Wrong? Lessons from Texas Instruments and TSMC
17:58
Why Did TSMC Bet Big on the 28-Nanometer Node?
35:59
Can Leadership Structure Impact Client Relationships?
49:36
How Did TSMC Win Apple’s Trust?
1:04:12
Why Say No to Apple’s Requests?
1:13:00
Is Borrowing Better Than Cutting Dividends?
1:31:22
Why Was TSMC Unbothered by Intel’s Threat?
1:39:26
How Did TSMC Navigate Customer Challenges?
1:48:29
Did Bruce Henderson Predict TSMC’s Success?
2:03:25
What Makes TSMC So Dominant in Semiconductors?
2:20:52
How Has the Semiconductor Market Evolved Since 1987?
2:45:31

Transcript

Ben Gilbert: The podcast about great technology companies and the stories and playbook. David Rosenthal: No, no, you said technology. Now we definitely have a cold opening. Ben Gilbert: All right. I guess I really want us to be about technology companies...