TSMC

  • https://en.wikipedia.org/wiki/TSMC
  • https://www.tsmc.com/english/aboutTSMC/mission
  • https://taiwantoday.tw/news.php?unit=6&post=8502
  • https://www.eetimes.com/second-chance-for-rick-tsai/
  • https://semiwiki.com/semiconductor-manufacturers/tsmc/1539-a-brief-history-of-tsmc/
  • https://www.economist.com/business/2021/04/29/how-tsmc-has-mastered-the-geopolitics-of-chipmaking
  • Odd Lots on TSMC
  • https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308?st=0nkqk9d09ewhg5l&reflink=article_imessage_share
  • https://www.bloomberg.com/news/articles/2021-05-11/tsmc-is-stuck-in-the-middle-of-a-global-panic-over-chip-supply
  • https://www.bloomberg.com/news/articles/2021-04-01/tsmc-to-invest-100-billion-over-three-years-to-grow-capacity
  • https://stratechery.com/2021/tsmc-earnings-semiconductor-economics-and-auto-microcontrollers-tsmcs-advantage/
  • https://twitter.com/skundojjala/status/1428371851131068419?s=21
  • Investor Reports:
    • https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2021-07/7adff8ea0b8bebba1ec22d344d544cbf78312ba5/2Q21Presentation%28E%29.pdf
    • https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2021-07/9569f2662ae0f3983455ad377b6c280825899d01/FS.pdf
    • https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2021-07/7adff8ea0b8bebba1ec22d344d544cbf78312ba5/2Q21Presentation%28E%29.pdf

Macro

  • https://www.amazon.com/Fabless-Transformation-Semiconductor-Daniel-Nenni-ebook-dp-B00JT1NZF8/dp/B00JT1NZF8/
  • https://stratechery.com/2020/chips-and-geopolitics/
  • https://www.youtube.com/watch?v=r6NUO_bymuA
  • https://www.wsj.com/articles/worlds-largest-chip-maker-to-raise-prices-threatening-costlier-electronics-11629978308
  • https://www.cnbc.com/2021/04/12/us-semiconductor-policy-looks-to-cut-out-china-secure-supply-chain.html
  • https://www.bloomberg.com/news/articles/2021-07-16/tsmc-founder-says-breaking-up-chip-supply-chain-will-be-costly
  • https://www.bloomberg.com/news/articles/2021-06-09/biden-will-need-more-than-52-billion-to-counter-china-in-chips
  • https://www.dbs.com.sg/corporate/aics/templatedata/article/generic/data/en/GR/032021/kopi-time-047-ia.xml
  • https://www.vox.com/22405553/taiwan-china-war-joe-biden-strategic-ambiguity
  • https://www.reuters.com/article/us-asml-holding-usa-china-insight/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-sources-idUSKBN1Z50HN
  • https://www.cnbc.com/2021/03/16/2-charts-show-how-much-the-world-depends-on-taiwan-for-semiconductors.html
  • https://www.wsj.com/articles/the-world-relies-on-one-chip-maker-in-taiwan-leaxving-everyone-vulnerable-11624075400

Moris Chang

  • Moris Chang - Wikipedia
  • Autobiobraphy Review of Moris Chang
  • Twitter - Moris Chang History
  • The IT Experience and Moris Chang
  • https://qz.com/1294385/morris-chang-retires-from-taiwans-tsmc-as-computer-chips-godfather/
  • https://exhibits.stanford.edu/silicongenesis/catalog/cy579mp7822
  • https://engineering.stanford.edu/news/stanford-engineering-hero-morris-chang-honored-revolutionizing-chip-making
  • https://ecorner.stanford.edu/videos/an-emphasis-on-excellence-entire-talk/
  • https://www.youtube.com/watch?v=u-x7PdnvCyI&t=422s
  • https://www.youtube.com/watch?v=y6Im9akSfmA
  • https://en.wikipedia.org/wiki/Second_Sino-Japanese_War
  • https://en.wikipedia.org/wiki/Li_Kwoh-ting
  • https://ecorner.stanford.edu/podcasts/an-emphasis-on-excellence/
  • https://www.forbes.com/sites/jenniferwang/2020/05/15/the-billionaire-behind-the-taiwanese-company-building-a-12-billion-semiconductor-factory-in-arizona/?sh=47260dc7700d

Semiconductors

  • https://en.wikipedia.org/wiki/Transistor
  • https://en.wikipedia.org/wiki/Semiconductor
  • https://en.wikipedia.org/wiki/Integrated_circuit
  • https://spectrum.ieee.org/morris-chang-foundry-father
  • https://spectrum.ieee.org/a-better-way-to-measure-progress-in-semiconductors
  • https://qz.com/852770/theres-a-limit-to-how-small-we-can-make-transistors-but-the-solution-is-photonic-chips/
  • https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins

ASML

  • https://www.economist.com/business/2020/02/29/how-asml-became-chipmakings-biggest-monopoly
  • https://twitter.com/trungtphan/status/1429464889307762688?s=21

TI

Intel

  • https://stratechery.com/2021/intel-problems/
  • https://www.bloomberg.com/news/features/2021-04-07/how-intel-intc-missed-the-mobile-revolution-and-fell-behind
  • https://www.anandtech.com/show/16823/intel-accelerated-offensive-process-roadmap-updates-to-10nm-7nm-4nm-3nm-20a-18a-packaging-foundry-emib-foveros/2

SMIC

  • https://en.wikipedia.org/wiki/Semiconductor_Manufacturing_International_Corporation