Author and founder of Interconnected. See "About Interconnected" for more information.| Interconnected
Today’s post is the translation of a speech Morris Chang delivered on the history and future of TSMC and the semiconductor industry at large in April. Chang is the founder and two-time CEO of TSMC, now 90-years-old and retired. The audience of the speech was Taiwanese government officials and| Interconnected
Hi all, I’m switching things up a bit to share a couple of recent contributions I did for the Asia Society, spanning from the latest development in the TikTok legal saga to semiconductors and GPU smuggling in China. (I’ll be back in a few days with a fresh| Interconnected
Over the weekend, while I was recovering from jetlag after attending a wonderful three-day, closed-door conference on China hosted by the Salzburg Global Seminar, TSMC quietly opened its first chip fab in Japan. I only say quietly because very few mainstream English media outlets bothered sending a team, or even| Interconnected
The much-lauded CHIPS Act is not going well. And TSMC, which is supposedly to be one of the Act’s biggest beneficiaries, is starting to hedge against a failing industrial program. Since its passage 16 months ago, the Act’s implementation led by the Commerce Department has done very little| Interconnected
Consolidation in the semiconductor industry continues. The latest event is MIPS Technologies embracing the open source instruction-set architecture (ISA), RISC-V, and no longer designing for the MIPS architecture that gave birth to the company more than three decades ago. While this news, reported in the trade publication EE Journal [https:| Interconnected
Three months after Softbank announced its acquisition of Arm in 2016, Masa Son (founder and CEO of Softbank) invited Jensen Huang (founder and CEO of Nvidia) for dinner at his California mansion. Just the two of them. Among the many things they talked about at this “dinner date”, chronicled in| Interconnected
The “tool-in” ceremony of TSMC’s new fab in Arizona drew a lot of attention last week. CEOs from Apple, Nvidia, and AMD attended and spoke. President Biden, along with a coterie of cabinet officials, congresspeople, and local Arizona politicians, came to rally, celebrate, and claim (as we will see,| Interconnected
