Appears On
Episode Appearances
Acquired · Jan 27, 2025
TSMC Founder Morris Chang
“Integrated circuit inventor; contemporary of Morris Chang in early semiconductor industry”
Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development
View AnalysisAcquired · Jan 21, 2025
TSMC (Remastered)
“Texas Instruments engineer; co-invented integrated circuit with Bob Noyce, won Nobel Prize for the invention”
Semiconductor manufacturing and foundry business modelsCompetitive moats and process power in capital-intensive industriesHorizontal vs. vertical integration in technology value chains
View Analysis