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General Instrument

Mentioned in 2 analyzed podcast episodes across 1 show

Mentioned On

Episode Mentions

Acquired · Jan 27, 2025

TSMC Founder Morris Chang

“Morris Chang's employer before TSMC; where he encountered early fabless companies like Atmel seeking manufacturing partners”

Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development

Acquired · Jan 21, 2025

TSMC (Remastered)

“Morris Chang's brief employer after leaving TI; represented failed attempt to become CEO of major US company”

Semiconductor manufacturing and foundry business modelsCompetitive moats and process power in capital-intensive industriesHorizontal vs. vertical integration in technology value chains