Kevin Kwok, ex-VC @ Greylock
TSMC didn't compete on chips—it unbundled semiconductor design from manufacturing, converting an expensive fixed cost into variable infrastructure and enabling a market of fabless designers to thrive. By changing the industry's fundamental structure rather than attacking products, TSMC cornered incumbents and became a market-maker.
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Topics: Semiconductors · AI Infrastructure
Published by Kwokchain · their site ↗
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