Appears On
Episode Appearances
Acquired · Jan 27, 2025
TSMC Founder Morris Chang
“Intel CEO in 2011 who approached Apple about foundry services; Apple rejected Intel in favor of TSMC”
Pure-play foundry business modelLearning curve pricing strategyMoore's Law and process node development
View AnalysisAcquired · Jan 21, 2025
TSMC (Remastered)
“Intel CEO who declined Morris Chang's offer to partner on iPhone chips, major strategic error”
Semiconductor manufacturing and foundry business modelsCompetitive moats and process power in capital-intensive industriesHorizontal vs. vertical integration in technology value chains
View Analysis