The TSMC-Apple partnership has been one of the defining relationships of the mobile computing era. Without Apple as a predictable, high volume and demanding customer, it is unlikely that TSMC would have been able to catch up to Intel on advanced node semiconductor manufacturing. Similarly, without the support of the TSMC ecosystem, it is unlikely that Apple would have been able to become a pre-eminent chip design house, let alone support the massive manufacturing scale required for its products.
Nice recount of the changing of leadership and the rise of another. It is indeed ironic and tragic that the leadership of Intel didn’t see this opportunity nor competitive threat, after all Intel used this exact play of volume and relentless technology cadence to defeat everyone else in the 90s and 2000s and didn’t matter what anyone else tried didn’t work. Intel know faces those similar circumstances without even studies history to realize both the risks as well as low probability of success of their current strategy.
Good history and insight
Hi Pushkar,
I just wanted to mention that I featured this piece here:
https://www.libertyrpf.com/p/283-100-big-tech-employees-vs-opec
Keep up the good work! Cheers 💚 🥃
Nice recount of the changing of leadership and the rise of another. It is indeed ironic and tragic that the leadership of Intel didn’t see this opportunity nor competitive threat, after all Intel used this exact play of volume and relentless technology cadence to defeat everyone else in the 90s and 2000s and didn’t matter what anyone else tried didn’t work. Intel know faces those similar circumstances without even studies history to realize both the risks as well as low probability of success of their current strategy.
intel could’ve had this business at the outset, but…