Jon Y
Makes Asianometry, video essays on the history and economics of semiconductors and East Asian industry.
Jon Y did not write this page. What is this?
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Where they publish
Beliefs
Korrents What they believe 6 beliefs — each backed by an exact quote.
Each is a — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.
Recent
TSMC's 2021 capital spending was far larger than the industry expected, and the size of the jump was the news rather than the profit.
Well, this $20 billion in retrospect was far too little.
How TSMC Might Spend $28 Billion Said 29 Jan 2021
TSMC's real advantage over its foundry rivals is that it can outspend them, not that it is technically ahead.
Unlike Chartered and SMIC, they have the power of the purse and they leverage it like few other companies can.
How TSMC Might Spend $28 Billion Said 29 Jan 2021
TSMC raises capital spending when it believes a wave of demand is coming, rather than after the demand has arrived.
I think TSMC thinks a fat pitch is coming.
How TSMC Might Spend $28 Billion Said 29 Jan 2021
Show 3 more
Rising cost, not lost skill, is what drove all but three firms out of leading-edge chip manufacturing.
But over time things got more and more expensive and people started dropping out.
TSMC, Briefly Explained Said 9 Jan 2021
Only TSMC, Intel and Samsung can still manufacture at the leading edge, and that is a duopoly rather than a monopoly.
This leaves just TSMC, Intel, and Samsung Foundry as the last competitors in the industry capable of doing work at the leading edge.
TSMC, Briefly Explained Said 9 Jan 2021
TSMC exists because Morris Chang concluded that competing with Intel on Intel's own business model was guaranteed to fail.
Adopting the traditional semiconductor manufacturing business model to compete head to head against the likes of Intel would guarantee automatic failure.
TSMC, Briefly Explained Said 9 Jan 2021
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