TSMC is a force multiplier that sits lower down the supply chain, their ability to scale up, yield and meet market requirements enables companies like Nvidia, Apple, AMD and even Intel to deliver finished goods with significant markups.
To quote Lao Tzu from the “Tao Te Ching”
“Why is the sea, king of a hundred streams? Because it lies below them.”
TSMC is king of a hundred streams with around 10, being major rivers of revenue.
TSMC is the sea; quiet, vast, foundational. It does not dominate the streams of innovation; it receives them.
Like Lao Tzu’s ocean, it leads by being beneath, not above; absorbing complexity, enabling possibility. In a world chasing the top, TSMC thrives at the bottom, where real power pools.
An undervalued aspect of TSMC is 3D Packaging, they still can’t meet demand for CoWos in its current form and this does not include enhancements to both yield and implementation, in other words it’s more than just the die and process node.
TSMC is a force multiplier that sits lower down the supply chain, their ability to scale up, yield and meet market requirements enables companies like Nvidia, Apple, AMD and even Intel to deliver finished goods with significant markups.
To quote Lao Tzu from the “Tao Te Ching”
“Why is the sea, king of a hundred streams? Because it lies below them.”
TSMC is king of a hundred streams with around 10, being major rivers of revenue.
TSMC is the sea; quiet, vast, foundational. It does not dominate the streams of innovation; it receives them.
Like Lao Tzu’s ocean, it leads by being beneath, not above; absorbing complexity, enabling possibility. In a world chasing the top, TSMC thrives at the bottom, where real power pools.
An undervalued aspect of TSMC is 3D Packaging, they still can’t meet demand for CoWos in its current form and this does not include enhancements to both yield and implementation, in other words it’s more than just the die and process node.
For example TSMC SoW-X which builds on the Chiplet concept at the wafer level including interconnects.
https://3dfabric.tsmc.com/english/dedicatedFoundry/technology/SoIC.htm