On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
Tag: TSM
Morris Chang refuted by Yeh Wanan, Taiwan was unwilling to invest in TSMC
Morris Chang refuted by Yeh, After Yeh Wan-an’s short article was published, many friends who participated in and were familiar with TSMC’s founding process called and even wrote to support my argument. This suggests that many people are dissatisfied with Morris Chang’s claim that the government was “reluctant” to invest in TSMC and believe it is unfair.
Reciprocal tariff and forex impact to investors
The Forex fluctuations caused by the reciprocal tariffs initiated by Trump and the impact on countries around the world have caused the U.S. stock market to fall into a bear market. Major large-scale listed companies have experienced a sharp drop in stock prices of more than 20% due to reciprocal tariff and forex.
China is monopolizing world’s chip mature process
China’s mature process chip capacity will account for about 28% of the global market by 2025, according to IDC estimates, and industry association SEMI says that figure could grow to 39% by 2027
TSMC risks and disadvantages in Taiwan
In the past, when TSMC was smaller, the operational risks and disadvantages faced by TSMC were not strictly examined. But as chips become more and more important, when “165 billions investment, TSMC moat and competitiveness is fragile”, the operational risks and disadvantages faced by TSMC have been fully exposed.
The famous Chinese founder and CEO of semiconductor companies
A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?
How is SMIC after US embargo?
SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
165 billions investment proved TSMC moat and competitiveness is fragile
Anyone who believes TSMC moat or competitiveness is a day dreamer. Once US takes action, investors will know whether TSMC has a wide enough corporate moat or competitiveness.
Why was ASML founded?
In 1984, Philips spun off its photolithography division and became ASML. Due to backward technology, the EUV lithography machine that Intel has developed for many years has not yet been launched, and it has been decided not to have an EUV lithography machine made by an American company.
How was TSMC originally founded? Not by Morris Chang
The real founder of TSMC should be the Taiwanese government in the 1970s and 1980s, and several very visionary economic bureaucrats who came up with the idea; it was not Morris Chang.