45 min

30 | TSMC Deep Dive with Asianometry Compounding Curiosity

    • Investing

Today’s conversation is all about TSMC. We go deep into the chip development process from start to finish, the fabs they’re constructed in, TSMC's business model, the competitive landscape, and what the future may hold.
My guest today is Jon from Asianometry (@asianometry), creator of the hugely popular Asianometry YouTube channel where he posts video essays on business, technology, and history within Asia.
I hope you enjoy my conversation with Jon from Asianometry on TSMC.
 
(For reference, this episode was recorded January 25, 2021)
 
For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep30 
 
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Show Notes:
[00:00:31] - [First question] - Some background on TSMC
[00:03:44] - The chip development process
[00:05:36] - The science behind it
[00:08:52] - What do the fabs look like?
[00:11:19] - Why do fabs need so much water?
[00:13:26] - Why are fabs getting bigger?
[00:14:46] - Apple and TSMC’s relationship
[00:16:24] - ASML and TSMC’s relationship
[00:20:41] - CAPEX, Competition and a potential glut?
[00:24:47] - Taiwan and TSMC’s relationship
[00:27:05] - Would Apple ever compete with TSMC?
[00:30:43] - TSMC Q4 Results and future plans
[00:35:48] - Why is TSMC so secretive around their fabs
[00:37:37] - Can the US feasibly compete in the semiconductor space?
[00:40:15] - Is Moore's law really dead?
[00:42:33] - Anything else that's consequential about TSMC's future?
 
------
 
Connect with Asianometry:
Asianometry’s YouTube: https://www.youtube.com/c/Asianometry/featured 
Follow Asianometry on Twitter: https://twitter.com/asianometry
Asianometry Newsletter: https://asianometry.substack.com/ 
Asianometry Podcast: https://anchor.fm/asianometry 
 
------
 
Mentioned/Recommended Content:
How TSMC Came to Taiwan's South: https://www.youtube.com/watch?v=x02pq2HeKQY 
TSMC is more than just Taiwan: https://www.youtube.com/watch?v=nCnF-i1XDiU 
How Taiwan Created TSMC: https://www.youtube.com/watch?v=9fVrWDdll0g 
ASML: TSMC's Critical Supplier, Explained: https://www.youtube.com/watch?v=CFsn1CUyXWs 
 
------
 
Stay up to date with the podcast by signing up to the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/ 
 
------
 
Connect with Kalani:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
Visit the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/ 
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 
Sign up for Allocators Asia: https://KalaniS.substack.com/ 
Join the DISCORD: https://discord.gg/NPVNPVsCYb 
 
If you’ve read this far down, I appreciate you :)

Today’s conversation is all about TSMC. We go deep into the chip development process from start to finish, the fabs they’re constructed in, TSMC's business model, the competitive landscape, and what the future may hold.
My guest today is Jon from Asianometry (@asianometry), creator of the hugely popular Asianometry YouTube channel where he posts video essays on business, technology, and history within Asia.
I hope you enjoy my conversation with Jon from Asianometry on TSMC.
 
(For reference, this episode was recorded January 25, 2021)
 
For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep30 
 
------
 
Show Notes:
[00:00:31] - [First question] - Some background on TSMC
[00:03:44] - The chip development process
[00:05:36] - The science behind it
[00:08:52] - What do the fabs look like?
[00:11:19] - Why do fabs need so much water?
[00:13:26] - Why are fabs getting bigger?
[00:14:46] - Apple and TSMC’s relationship
[00:16:24] - ASML and TSMC’s relationship
[00:20:41] - CAPEX, Competition and a potential glut?
[00:24:47] - Taiwan and TSMC’s relationship
[00:27:05] - Would Apple ever compete with TSMC?
[00:30:43] - TSMC Q4 Results and future plans
[00:35:48] - Why is TSMC so secretive around their fabs
[00:37:37] - Can the US feasibly compete in the semiconductor space?
[00:40:15] - Is Moore's law really dead?
[00:42:33] - Anything else that's consequential about TSMC's future?
 
------
 
Connect with Asianometry:
Asianometry’s YouTube: https://www.youtube.com/c/Asianometry/featured 
Follow Asianometry on Twitter: https://twitter.com/asianometry
Asianometry Newsletter: https://asianometry.substack.com/ 
Asianometry Podcast: https://anchor.fm/asianometry 
 
------
 
Mentioned/Recommended Content:
How TSMC Came to Taiwan's South: https://www.youtube.com/watch?v=x02pq2HeKQY 
TSMC is more than just Taiwan: https://www.youtube.com/watch?v=nCnF-i1XDiU 
How Taiwan Created TSMC: https://www.youtube.com/watch?v=9fVrWDdll0g 
ASML: TSMC's Critical Supplier, Explained: https://www.youtube.com/watch?v=CFsn1CUyXWs 
 
------
 
Stay up to date with the podcast by signing up to the Compounding Curiosity Substack, where I’ll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/ 
 
------
 
Connect with Kalani:
Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 
Visit the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/ 
Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 
Sign up for Allocators Asia: https://KalaniS.substack.com/ 
Join the DISCORD: https://discord.gg/NPVNPVsCYb 
 
If you’ve read this far down, I appreciate you :)

45 min