ACQUIRED:台積電創始人張忠謀訪談(Jan 26, 2025)

ACQUIRED：TSMC Founder Morris Chang

We flew to Taiwan to interview TSMC Founder Morris Chang in a rare English interview. In fact, the last long-form video interview we could find was 17 years ago at the Computer History Museum… conducted by the one-and-only Jensen Huang! This episode came about after asking ourselves a version of the Jeff Bezos “regret minimization” question: what conversations would we most regret not having if the chance passed Acquired by? Dr. Chang was number one on our list, and thanks to a little help from Jensen himself, we’re so happy to make it happen.

Dr. Chang shares the stories of a few crucial moments from TSMC’s history which have only been written about in his (currently Chinese-only) memoirs, including how TSMC won Apple’s iPhone and Mac chip business and a 2009 discrepancy with NVIDIA that almost jeopardized their relationship, and the lessons he took from them. We can’t think of a better way to kick off 2025. Please enjoy!

Jan 26, 2025

0:00 - Intro 3:22 - TSMC and Nvidia's relationship 9:50 - The 40nm node development problem in 2009 20:55 - The TSMC Laid Off Employee Protest 26:16 - TSMC's Incredible Core Business vs. Expansions 29:08 - Resolving the 2009 NVIDIA dispute 35:59 - TSMC's commitment to 28nm 43:04 - Going all-in on the 28nm node 52:05 - Meeting Apple and Jeff Williams 1:23:09 - Goldman Sachs 1:34:57 - ServiceNow 1:36:01 - Intel's and Apple 1:46:45 - Apple’s and the 20nm node 1:47:58 - Pricing 1:50:24 - Apple and trade-offs 1:55:22 - The IBM-Qualcomm story 2:02:18 - The Learning Curve 2:10:45 - The Flywheel of Returns 2:14:18 - TSMC’s Unexpected(?) Success 2:15:57 - The early days of TSMC 2:21:10 - Ben and David's Reflections 2:27:43 - Taiwanese Science Park 2:47:08 - Carve Outs

中文版文本：https://www.wenxuecity.com/news/2025/02/03/125993145.html