Taiwan Semiconductor (TSMC)

We had a wonderful discussion with Jon Bathgate of NZS regarding TSMC and the entire semiconductor ecosystem.

His whiteboarding of the value chain was really helpful in helping me better understand how the various stacks in this industry work with each and get/deliver value.

The context, history, and growth of TSMC in addition to hearing about and Morris Chang’s focus on long-term, win/win, culture, trust, integrity, and creating value for the entire ecosystem at large was really enjoyable. Morris seems like a true practitioner of NZS!

Below is the recording of our conversation with Jon as well as some other resources:

Recording of our call with Jon

YouTube of Jon Bathgate and Brinton Johns with Shane Parrish discussing semis (transcript found below)