What comes to your mind when you hear about Taiwan? What's Taiwan's semiconductor magnate, TSMC's relationship to the company which surged to the spotlight over the past couple years - NVIDIA?
In today's [Phen Story], I’m sharing two videos. The first is an interview with Yang Guanglei, former Director of R&D at TSMC, hosted by Fan Chi-fei. They discuss whether Trump’s tariffs could impact Taiwan’s semiconductor industry, TSMC’s expansion into the West, and how cultural differences might pose challenges for U.S. semiconductor localization, including Intel’s role in this landscape.
The other video is an interview with TSMC’s 93-year-old founder, Morris Chang, hosted by the YouTube channel Acquired. I stumbled upon it by chance, but it’s entirely in English and filled with fascinating insights. Even if you’re not familiar with semiconductors, Morris Chang’s stories will keep you hooked.
The links are as below:
- A strength and weakness for the U.S. and China? Taiwan's semiconductor dominance but lack of global perspective? ft. Professor Yang Guanglei
- Yang Guanglei
- Acquired Exclusive Interview with TSMC's 93-Year-Old Founder Morris Chang: Stories About Jensen Huang, NVIDIA, Apple, Goldman Sachs, Intel, Samsung, IBM, and Qualcomm
P.S. Apologies for my incorrect pronunciation of the word "tariff". Hope that does not impact your understanding of the script.
If you've made it this far, I appreciate your time. See you next time, before then, take care and bye bye.