So you have seen news about the recent earthquake. You also know Taiwan is producing around 90% of the world's leading edge semiconductors, and thus is bound to be affected by this in a special way.
Asianometry's Jon has this all detailed in this TSMC-focused video, which I recommend you watch.
So consultant Ian Cutress, who has a side business on youtube, gets to interview Pat Gelsinger, of 486 fame and effing Intel CEO. After he gave a keynote (Gelsinger, not Cutress, that is).
The strategic views are good and rich, but as those centre closely around the technologies in use today, the ex chip designer feels authentic to me. Specifically in moments around, say, 7:32 when its about Foveros Direct, and 9:01 when advanced packaging is on topic, "nice and simple". Or just when he says, understatement galore, that he is "judge and jury" on this decision of this or that, and how to lower customer's risks at 12:14.
While listening, keeping his features in check, he looks as stressed as any other CEO. Fully professional. But I sense the authenticity of an engineer, which I dig. Just sayin'.
How TSMC is making so much more money during the last decade. Notes from an investor call as reported on The Next Platform
Not every manufacturing node comes out perfectly and not every one comes out on time, but in the past decade and a half, Taiwan Semiconductor Manufacturing Co, [...] has done far better than any of its few remaining peers to push the chip manufacturing envelope while also maintaining consistent and profitable production of older nodes.
https://www.nextplatform.com/2022/01/14/the-money-printing-press-that-is-chip-maker-tsmc/
Why the #semicon supply chain crisis is harder to fix. Did I post this before?
https://twitter.com/ChengTingFang/status/1468449865256501252
Export control for #semiconductors, Taiwan-style.
https://twitter.com/ChengTingFang/status/1471287603404353538
Wer noch nicht genug ueber TSMC weiss.. im Deutschlandradio hat Carina Rother in gutem Format alles wichtige zusammengefasst.
Taiwans Chip-Produzent TSMC - Systemrelevant für die Welt.
TL;DR:
„TSMC wird seinen Vorsprung mindestens bis 2027 behalten. Es gibt kaum echte Konkurrenz, nur Samsung und Intel. TSMC hat in der Auftragsfertigung einen Marktanteil von 55 Prozent, dreimal so groß wie die Nummer zwei, Samsung. Samsung und Intel müssen sich sehr anstrengen, um das aufzuholen.“
Plus: der Beitrag kommt fast ganz ohne plakative Schreckenszenarien aus, a la "OMG WTF Unsere notleidende Autoindustrie". Ein entspannt-bewundernder Blick auf Taiwan tut der Welt ganz gut gerade.
