People, Process & Technology — The TSMC Story
Chip by Chip
From TSMC to Terafab
Tesla Yoda
- To understand AI, you have to know Nvidia.
- To understand Nvidia, you have to know TSMC.
- To understand TSMC, you have to know ASML.
- To understand ASML, you have to know Zeiss.
- To understand Zeiss, you have to know Optics.
- To understand Optics, you have to know Physics.
- To understand all of it, you have to read this book.
I did not set out to write a book about TSMC. I set out to understand what I owned.
Chapter 1: “The Most Important Company You’ve Never Studied” · 10-page PDF · No sign-up required
“If you own Nvidia, you are making a bet on TSMC.”
“The assets can be purchased. The compounding cannot. And the compounding is the asset.”
“TERAFAB is not a threat to TSMC. It is a testament to TSMC.”
