Analysts say the dominance of TSMC, which makes ~92% of the world's most sophisticated chips and 60% of chips used in cars, poses risks to the global economy
an industry that happens to be one of the world's most critical. A deep-dive on how it happened, and what it all means. @yoyominnie @StephanieAYang @asafitch https://www.wsj.com/... Scott Lincicome / @scottlincicome : Really good @wsj deep-dive into TSMC & the corporate decisions (there, & elsewhere) behind its success https://www.wsj.com/... Especially liked this part: https://twitter.com/...
Why Taiwan is such a big deal: “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” Taiwan Semiconductor Manufacturing Co.'s dominance poses risks to the global economy, amid geopolitical tensions and a major chip shortage https://www.wsj.com/...
@zackkanter
Zack Kanter on x
“To fulfill Apple's first order [in 2013], TSMC spent $9 billion, with 6,000 people working around the clock to build a fab in Taiwan in a record 11 months.” A modern marvel. Inspiring. https://www.wsj.com/... https://twitter.com/...
@djtgallagher
Dan Gallagher on x
Conundrum - Advanced chipmaking has become way too expensive for all but a few, but the market is now not even controlled by the few, but by one. @asafitch @StephanieAYang @yoyominnie take a deep dive on the TSMC juggernaut for @WSJ - https://www.wsj.com/...
@jchengwsj
Jonathan Cheng on x
In the span of just a few years, Taiwan's TSMC has became overwhelmingly dominant in its industry—an industry that happens to be one of the world's most critical. A deep-dive on how it happened, and what it all means. @yoyominnie @StephanieAYang @asafitch https://www.wsj.com/...
@scottlincicome
Scott Lincicome on x
Really good @wsj deep-dive into TSMC & the corporate decisions (there, & elsewhere) behind its success https://www.wsj.com/... Especially liked this part: https://twitter.com/...
@chinarealtime
@chinarealtime on x
Chips from Taiwan's TSMC are everywhere, though most consumers don't know it. Geopolitical tensions and a major chip shortage leave everyone vulnerable, @yoyominnie, @stephanieayang and @asafitch report . https://www.wsj.com/...