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You cannot understand the modern world without putting semiconductors at the center of your analysis, and you cannot understand the semiconductor industry without putting TSMC at the center of the story.
— Morris Chang
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Without national security, we will lose everything, everything that we value. By all means, let’s avoid even a Cold War, if we can.
Buying machine tools from the US and Netherlands, and materials and chemicals from Japan. Taiwan's success story is not about Taiwan doing it alone, but a story of integration of the best in the world.
There's no question in my mind that at least in the chip sector, globalization is dead. Just look at the way China has been embattled. Free trade is not quite that dead, but it's in danger.
The conductivity of a semiconductor is between that of a conductor (metal) and an insulator (wood). You can control the conductivity of the semiconductor. In short it is between metal and wood, so we call it semiconductor.
In Japan, we have graduates from trade schools that are very willing to be trained to be precision equipment manufacturers. As a result, the equipment stays up 90 percent or higher. In the US, it's only 60 percent.
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