TSMC
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Understanding the path the semiconductor industry took to today both shows where China needs to go and also explains why the risks for geopolitical conflict are higher than ever.
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TSMC showed the power of modularization, and now they are core to the U.S. national security strategy.
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The Intel Split
It appears that Intel’s partnership with TSMC is much larger than it first seemed; the implications for Intel as whole are massive.
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Intel vs. TSMC, How Samsung and TSMC Won, MAD Chips
Intel’s CEO is out campaigning for subsidies; his pitch doesn’t give sufficient credit to TSMC and Samsung for their success.
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TSMC’s New Japan Fabs, Google’s New Chip, The Qualcomm Squeeze
TSMC is making new trailing edge fabs in Japan; Google made a new system-on-a-chip that is less than it seems, but it explains why Qualcomm is getting squeezed
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Mark Liu in Time, Taiwan and China, TSMC and the U.S.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative
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TSMC Earnings, Semiconductor Economics and Auto Microcontrollers, TSMC’s Advantage
The reason why investors are disappointed in TSMC’s earnings is in fact why TSMC is so strong; plus, why Intel should buy GlobalFoundries
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Mark Liu at TSIA, TSMC’s $100 Billion, Economics Versus Politics
TSMC made a big announcement that actually wasn’t anything new; the company still needs to worry about the impact of politics.
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An Interview with Dan Wang About China, the U.S., and Technology
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.