Taiwan's SECRET WEAPON against China - A History of TSMC
HTML-код
- Опубликовано: 5 сен 2022
- Join my community at johncoogan.com (enter your email)
ABOUT JOHN COOGAN:
I am the co-founder of soylent.com and lucy.co, both of which were funded by Y Combinator (Summer 2012 and Winter 2018).
I've been an entrepreneur for the last decade across multiple companies. I've done a lot of work in Silicon Valley, so that's mostly what I talk about. I've raised over 10 rounds of venture capital totaling over $100m in funding.
I work mostly in tech-enabled consumer packaged goods, meaning I use software to make the best products possible and then deliver them to the widest possible audience. I'm a big fan of machine learning, python programming, and motion graphics.
OTHER VIDEOS:
Why Facebook is Spending Billions on the Metaverse - • You Don't Know the Met...
The Only Reason SpaceX Works (Gwynne Shotwell) - • The Only Reason SpaceX...
Peter Thiel’s Big Bet on Space Manufacturing - • How Varda Solved Manuf...
CONTACT:
You can get in touch with me via Twitter: / johncoogan
Big thanks to Mateo Szlapek-Sewillo for help with scriptwriting, fact-finding, and overall storytelling on this one! You can reach out to him here: www.simplespeaker.net/
You can also follow Mateo on Twitter here: / msewillo
Disclaimer: This video is purely my opinion and should not be regarded as a primary source. I am not a financial advisor and this is not a recommendation to buy or sell securities. Always do your own due diligence. 
Наука
please ignore the scammers in the comments! you can contact me on twitter: twitter.com/johncoogan
great Explanation
man I wish I bought tsmc so i can get more gaming fps
What was the name of the 20 leading semi conductor companies in the early 2, thousands?
Great and interesting story about Morris Chang his rise to prominence and TSMC, but how is it a SECRET WEAPON against China, which is why I decided to watch this? 😖
Interesting take. Perhaps you could explain how sending their secret weapon to America where their workers will lose their jobs and Americans will be able to steal their tech is beneficial to Taiwan?
I worked as an equipment service engineer at TSMC from 1987 to 1990 and witnessed in real time the technological miracle of the company's growth. Dr. Morris Chang is a true visionary that could see clearly over the horizon to help build Taiwan into the technological miracle it is today. I'm surprised you didn't mention TSMC's new fab construction in Phoenix, AZ.
Thats all the west ever wanted. Picking their nose in other countries and spread propaganda to make friends with the small countries to get their technology etc. Thieves will be thieves forever.
The new fab is getting huge. I live a few miles away, and they're building like crazy. $12 billion project
So the new facility in Phoenix will address the problem of Taiwan being the sole maker of these chips?
Paul,
I am not sure what they will be making at the Phoenix location, but it will stop China from surrounding Taiwan and not allowing shipments out.
@@paulhardy8245 TSMC is a foundry that makes IC's for almost everyone world wide. The Phoenix facility has been in the works for a long time before Mark Kelly started taking credit for semiconductor manufacturing in Arizona. Kelly has big business dealings with the CCP so nothing he does is for the benefit of Taiwan.
As an electronic engineer I knew bits of this story. But never heard it laid out so well, thank you. Just subscribed.
Me too. I remember getting all excited about 40,000 gate CMOS standard cell ASICS in the late ‘80s. I thought IBM would be the dominant IC player forever. Nice video and I also just subscribed.
Same here!!!
He forgot to talk about ASLM. He said German but they are from the Netherlands, or Dutch.
Same
Fascinating story about how an individual, facing staggering obstacles, obstacles that would defeat and crush most, drove himself to overcome those barriers and rise to the pinnacle of success, not only in his chosen field of engineering, but in business as well as socially. It is clear that his focus was in making things that would improve the lives of people everywhere and not merely to enrich and aggrandize himself. The world needs more individuals like Morris Chiang.
So well put.
In order to do that you need to believe 100% into your work.
I think, than that guy worked for create the Best product for the most humans living in FREEDOM!
Don't you think?☝️😎
@@jorgemancilla1416 You got to rubbed it in the word Freedom but you don't dare equate it with democracy cause it's totally hogwash
Actually what Morris did was a gamble just like Steve Jobs. It's just doing the right thing at the right time. Over time China will take over chip manufacturing just like other industries. By that time TSMC would probably be worthless.
I like that the company was flexible enough for a CEO to retire, unretire to CEO again and then step down, remaining as a chairman. Its like they said "yeah, this guy knows what's up, I'm gonna step aside and let him do his thing".
Thanks so much for telling this incredible story of TSMC. This has been extremely informative. Please keep up the good work and keep your documentaries coming!
what an inspirational story of perseverance and achievement! You can tell Morris Chang dedicated his heart and soul into the company when he just keeps coming back from retirement.
Yes that's the truth
,No worries for me, I don't try to time the market. When I see that stock drops below its fair value with some margin of safety - I buy. Past 2-3 months have been huge shopping spree for me. I've got literally like 2000$ left of investing cash. Probably I will miss some occasions in the future months, but who cares as long as I got value?>
@@sheliaswelttk2535
@@tomjason2495 You inspire me, I've only just started over the last couple of months. I've been doing plenty of research. In fact I'm really enjoying the aspect of learning and researching. $200k is a milestone, what’s your approach?
@@dingyraskal34 No doubt, the stock market is definitely the most awkward teenager with the wildest mood swings! I began with a skillset by name Amy Priscilla Raskin . Her approach is transparent allowing total ownership and control over my position and fees are very reasonable in comparison with my ROI.
@@davidnewbury1721 I search on Amy using her full name and found her reachout-page, read through her resume, educational background, qualifications and it was really impressive. She is a fiduciary who will act in my best interest. So, I booked a session with her
I'm not even finished but this is super well done and very interesting. I've been wondering forever what the deal is between Taiwan and semiconductors and why they have a monopoly on it. Not in a bad way because I've been to Taiwan and I absolutely loved it. I would love to see this country become much more successful and get out of all the political mess that they're in with their neighbor. I'm really excited to finish this video I've got to do some calls but I probably watch this one a couple times. Excellent production and research
China will never stop as long as the communist party is in power
thing is, China isn't quite wrong. Taiwan is very Chinese. you see, Taiwan is the desposed royal families and retainers of China who were exiled during the revolution. So Taiwanese are the rightful rulers of China. ironically the royals were impoverished and worked their way back up just like the communists claimed was the way lolz
Can't imagine how much work went into this, John. Well done & as always super interesting 👏
John, your research and storytelling in such a tech jargon filled subject, while making it easy to understand and enjoyable is top notch. It’s easy to imagine you producing movies next.
A really impressive story. I think I remember seeing chips marked TSMC and wondering what that stood for. The man is a real wonder. Not many people can take what he went through, and still become such an incredible success.
A good friend of mine went to Taiwan in the 80s, to teach English. He was half Irish half Chinese. I remember him starting to learn Chinese in high school. Unfortunately, by the time I'd found out he had gone there, he'd already drowned, swimming in a river. For that reason, when Taiwan comes to mind, it makes me very sad...he was one of the best people I ever knew. He gave me a copy of The Source by James A. Michener, which I started reading right away...but forty-five years later, I still haven't finished. Heh.
You are the only other person I've met in 15 years to have read that book. It is a uniquely awesome thing.
You won't see a chip marked TSMC as all chips were manufactured under contract from a fabless chip company. Boxes where chips are stores might show that it comes from TSMC. Perhaps etch marked on a chip or a wafer that can be seen microscopically.
Man Watching you narrate this, was incredible. Really gave this mans story respect your you gave it knowledge passion and meaning .I had no idea this was so important. Thoroughly enjoyable thanks. Taiwanese people are so very humble and hard working. His life is a real Inspiration
Wow! What a story of a man who never gave up! He brought together everything he learned through his trials and tribilations, and eventually built a global semiconductor chip manufacturing empire!
This video is very educational and inspiring if you're going into business. The Morris thinks and acts, the idea of non competition and trust as a building model for great success sounds organic almost.
Sadly is not a common model in any business field, non in the west nor the east. Most companies are so obsessed with the fastest revenue possible that they do not hesitate to take advantage of their clients to create their own products.
China is a classic example of copycat industry, but leading companies on the US like Amazon do exact the same thing. They steal any successful product, idea, design or business model from their own clients to try stealing their market.
TMSC is a rare and beatufil example that being a trustworthy mega company pays in the long run. Even that people like Bezos or Xi Jinping may disagree.
There's also the stream lined industries surrounding TSMC physically in Taiwan that made it even harder to replicate elsewhere, from making the raw silicon manufacturer -> TSMC -> packaging -> testing.
What helps them most is their proximity to Japan and the relative safety (Weather and consistency of tides) of the shipping lanes for that manufacturing supply chain. Japan knows it doesn't have any tectonically stable enough places to construct that scale of cleanroom, and they would rather eat shit than give another whole industry to China, so Taiwan gets the favorable import agreements with Japan. Now, if only the US would stop trying to always make the ultimate fighter jet and just finish a project for a 1/2 step next gen fighter we could sell our old fleets to Korea and Japan to make doubly sure China doesn't get any more wild ass ideas. What am I saying, Taiwan has a secret Gundam just waiting under the sea to protect Silicone Mecca from the commie overlords.
@@verigone2677 TSMC is also building a manufacturing plant in Arizona so its good to see them expanding away from Taiwan.
@@8bert9 For Sure...good for us as well, nothing beats a few thousand high skill high paying jobs that don't require an 8 year degree.
@@verigone2677 The trouble with an American fab is where to find workers as dedicated as those in Taiwan.
@@Andsleeter stop thinking of all productivity having to be on a large scale. With the modern Automation you will not need a ton of employees to make enought products to sell yourself. The problem come in transitioning our economy to allow new small business owners to take those risks...meaning large Corps have to pay an appropriate tax rate for the infrastructure they impact instead of constantly taking the tax cuts that should go to the middle class and the self employed.
Morris Chang story is remarkable
I love it when an older player can come back and achieve success in a young persons world
It’s never too late and age is just a number
Taiwan is very lucky to have been able to recruit a world class leader in Morris Chang. No other Taiwanese business leader came close to the level of execution, vision, and corporate culture he devloped at TSMC
Kim Jong Un : hold ma SOJU please 😎
@@Booz2020isn't that the nk dictator?
Remarkable. I'm a little proud also that Philips played a part in the start of TSMC. And we all know the wafer steppers are made by a Dutch company, too.
ASML is founded by Philips too.
Thanks for this light on TSMC. In the mid-'90s, my spouse went to work for Synopsys, an EDA company that designed semiconductor chips. While I may not have fully understood the context of their success, my spouse did. We invested a lot in Synopsys stock, and we both retired comfortably a few years ago. Understanding TSMC in this way helps me understand a bit more about our own success.
That's great. You guys enjoy your retirement 😊
Synopsys is still around and make a lot of stuff, but most people outside the industry have no idea since there's rarely their name in the finished product.
Isn’t this insider trading?
@@ayooshiyer8621 Of course not. We participated in the company''s Employee Stock Purchase Program (ESPP), and my spouse was a middle manager, not an officer of the company subject to trading restrictions.
Germanium transistors are too fragile. Yes, they have a lower gate threshold voltage of 0.3V vs 0.7V for silicon. But, for most applications, that doesn't matter. Ge Q are rare and hard to find. I have some. They are mostly used for their timbre in analog audio applications. The digital chips today are dominated by silicon MOSFETs.
Awesome video! Tight scripting really makes this whole video fly by.
What a great and inspiring telling of this life story. I like how you explain the reasons for his business and career successes and failures, esp on running business in these markets.
A company built on trust and loyalty to its customers.
Lived through all of this story. Married my wife after she left TI. Was programming Cray’s when we decided to start our own businesses. Saw the US put all there factories in other countries. Watched all the Austin factories go overseas.
Glad many good industries are coming back to the US! Great story! God Bless America!
Superior commentary and excellent historical account of M.Changs life course. Thank you, TED.
Thank you for a great history lesson and better yet an explanation of international economy and poolitics!
So THAT's why stuff cost so much to start with and later became affordable AND ubiquitous!
I remember BETAMAX and VHS video recorders starting at like over $1000 (the 1970's) each at a time when that might be seen today as 5-10 times as much. They dropped in price over 5-10 years to consumer affordable items and everyone had one!
I remember devices in the industrial world like super mini process control computers, Winchester Disk Drives )chassis like RAID arrays) and so forth were at $10,000 each eventually going down to 20% of that in times of inflation. (the 1980s) .
Imagine at my age of 65, born around 25 years later, how fascinating this video is.
The quality of your content is positively correlated to your subscriber count. Keep going!
The world needs more people like him
There's few people like him. And you can't make people like him. We're just lucky when people like him cross our paths.
Your story telling is so well layed out that I did not even need to pause to comprehend the story! I was able to listen to you for the full 30 minutes at ease!!!
This is such a great story and I support your channel being so informative and interesting
I knew nothing about this subject and yet was riveted to the learn the complete story, well done!
So cool watching this on my iPhone 7+. Big screen. Great phone. Very satisfying knowing it was made in Taiwan. And Morris was part of it.
Interesting business wise. And politically. And his personal journey. Actually so happy for him it worked out for him. Even more than what it did for us all.
The phone was made in china, the chips in taiwan, screens in south korea or japan, flash memory and ram probably south korea.
I smiled when I saw the I phone 6 part because that’s what I’m watching this on 😊
How is it even remotely enjoyable to watch content on a mice cinema? Watched on 24" which isn't that big either... :D
But regardless, the point being having watched this on hardware powered by tsmc-made silicon which probably goes for almost everyone. That company is one of the reasons why we are here right now.
This is unbelievably interesting and inspiring.
Thank you so much for producing this informative artwork.
Brilliant, succinct presentation. You explained the industry and the history of TSMC in a coherent, compelling manner.
Putting an engineer as HR VP is like using your iPhone as a hammer. It will get the job done, but at what cost ??
hahaha good analogy
It's very likely this is backstabbing act. To remove competitor for the CEO position. That's why you'll rarely see engineer rise from below to the top. Engineer doesn't like to engage in inside politic so they'll get ousted by those who do. Most of the time you'll only see Engineer at the top if they start from there, such as being a founder or get appointed directly from the Board.
@@mukamuka0that’s how companies die - look at general instruments - defunct.
Diam, I love this story. GREAT man. Brilliant, Amazing. People like him really motivates me. One day I’ll impact the world like him. I’m proud of him for the interest and drive he invested in what he’s passionate about. Morris Chang, I’ll remember that name.
John, for real, I love your videos and now this is my favorite one. I love the story of TSMC´s founder and what he has accomplished throughout his life and the consequences he had on Taiwan and the actual world. Really inspiring and an example for me.
thanks so much for the nice comment. really appreciate the support. hoping to make a bunch more of these deep dives. ideally at the intersection of technology and geopolitics.
@@JohnCooganPlus you breakdowns on business and tech are very captivating
No wonder the Texan governor paid homage to Taiwan in her itinerant visit to the country last month & Taiwan's affirmation of a long term relationship. Perhaps it was because of this man & the Texan company he helped steward to global dominance.
Everything is BIGger in Texas🤠
I don't think you've got the facts right; the Texas governor is a man, not a woman. The last governor of Texas who was a woman, was back in the 90s, if I recall correctly.
And Governor Abbott, the current governor of Texas, has not (I'm pretty sure) made a trip to Taiwan, certainly not recently.
@@ephennell4ever thnx for correcting the error.
Fantastic storytelling ability! I has engaged the entire time while feeling my time was productively spent !
What an incredible story! The best investment the Taiwanese government made was into Morris Chang's vision
Fabulous presentation and business case storytelling.. keep up the good work 👏
The history of TSMC and semiconductor business very fascinating. Thanks.
Whats more fascinating is that again U.S is picking their nose world wide and grabbing technology for their own. Just like it other states throughout these 40 years mimimal
Excellent documentary! Your style(voice, speech pattern, presentation, organization of relevant information) is easy to listen/follow and keeps the viewer interested till the end.
Your comment NAILED it. This presenter was TERRIFIC, and for all the reasons you stated.
Love what you do. Don't stop making these awesome educational videos, ever!
Fascinating! Really learned something new today! Thanks very much for this beautifully done and researched documentary…
What a great presentation of such an important story. Very inspirational, thank you JC.
John, got to say just started watching your videos and they're excellent, informative, well narrated and extremely interesting.
Your site is the best find I’ve made on RUclips. Great story telling and piles of information. Great work. I’m subscribed.
Just imagine how different the world would be if he didn't come to America for higher education. The world is a much better place when we all work together and provide everyone with higher education.
I'm amazed with the amount of research you did to create that amazing video 🤯
Bro...your paragraph kung-fu is strong indeed. You write and tell a good story. You could probably tell me about Ice cream sandwiches and have me intrigued. You earned this sub bro. Listening to that story was informative and fun.
Excellently done. Mitsubishi Semiconductor America, Inc. opened two ASIC and MCU design centers in the mid 1980's. Perhaps, they were ahead of the times. Their NRE charges were low, too. They failed dramatically
Fantastic story telling! Great job. Thanks for sharing.
This channel should have more subscribers. The guy is right on the facts. Special thanks for sharing the knowledge.
Imagine if mainland China would be as Taiwan. We probably would be sending people to other stars.
Your content is always exceedingly insightful.
Great history and informationnon thr most important topicnof the industry today. Thanks for the efforts
Well done! Enjoyed learning a bunch about both the manufacturing, but the integration with sales. Also glad there is something OPPOSITE of the inane MAD in this evolving world. Be at Peace tech workers, the unknown saviors of the world! Morris Wang, well done Sir.
Excellent video presentation. I have not seen presentations at this level throughout RUclips or in my professional life
Outstanding presentation, young Man. I knew little of the man nor his many achievements. A few years ago I was consulted to build a 3Pflop computer. Wanted it briefcase sized. I estimated another Century for that one. I said the best I could do was 64 Cu Feet, with external power and cooling. I would have to consult with TSMC and develop some bleeding edge processors and optical interfaces, which could take years. He said "yeah, that's what the other guys said." I asked who? He said "that built the Cray." Time was his issue, and I suggested calling universities that may be upgrading their super computer, but even that can take a year or so. Couldn't imagine what was so vital, until Bitcoin came about.
This is hardly a secrept wepon. I think more people in the West know about Taiwans Semiconductor Industry than the Chinese Civil War itsself.
I liked the silicon shield analogy
This is the 3rd Video I watched from your channel in the span of 4 days.
Your contents are very good and informative. The deliverance is masterpiece. Keep it up!
love hearing that, glad you’ve been enjoying them!
I cannot remember a better presentation of the life and integrity of such a person. Thank You for the learning experience and insight.
Wow! This was really well done. Thank you so much. This is a beautiful story, very moving at the end too. I know so much more about Morris Chang and TSMC now, because of this film.
Thank you for a great documentary without any hellofresh or VPN ads! That is why i pay RUclips premium. I'm subscribed!
Wonderful place to work at too. Great people, I love working at TSMC!
Cheers to excellent story telling and key geopolitical resonance! Morris Chang is the goat ❤
Super content, easy to digest. Good luck.
Notice how the guy in the beginning of the video said China needs to "take Taiwan back" - question: when did the CCP ever have control of Taiwan? (Hint: never).
damn, what a journey
So glad to have this information
And to understand computer science a bit better. I find it fascinating and this video did a great job at making the information enjoyable to learn
Thank you
Absolutely the best semiconductor video on the internet mate!
It’s a comprehensive wrap up of the all you really need to know about fabs and a man’s determination against all the odds.
Have now subscribed 🫵🏻👍🏻 thanks for the video Great Job 👏🏻
I left RUclips to autoplay while doing 3D modeling, I listened to the entire story. Very interesting audio experience. 🔥
I continue to be impressed by the quality of the content this channel produces. It’s entertaining, but educational is so many ways too. Keep it up!
Wow. Amazing story, and amazing video to tell it.
thanks a lot clement. glad you liked it!
youtubeception
Well researched and well told. Great reporting job.
Someone should nominate Morris Chang to Royal Swedish Academy for Nobel for emphasizing “the yield”
John I expected some more follow up on the title of this video. The history portion is very well covered but the prior isn't so much. Will there be a part #2?
I agree would like to see if any strategies would prevent china from invading Twain
My thoughts exactly. And what is the mainland doing to counter the issue?
That was a very good story about a man that place the needs of people above trying to enrich himself. Especially today when so many people think of themselves.
Great work, thx. Would love to hear more on chips and politics etc.
WHY AM I JUST TODAY SEEING THIS CHANNEL!
I have learnt so much in the past few videos, gonna be binge-watching to catch up.
Subscribed!
knew the impact of TSMC in today's world but nothing about their history
Inspiring hero and an inspiring company and country as being the most important role right now around the world. Long live them!
Fantastic video. The pacing the research it was all great.
Wow....this is like the greatest story every told. Morris Chang an incredible man ! I wish I could meet him!
A country's politician plays a crucial role in the flourishing of the nation, such as Taiwan
Bro, outstanding video. You covered everything and did it extremely well. On to Nvidia.
Well done sir, I've watched the whole video without pausing.
This is so wonderfully made. Thanks Mr. Coogan!
On this video alone. Subscribed.
What an incredibly inspiring story 💛👏
Great narration and so well researched , all mixed and executed with aplomb .
Seriously great video - again the research, presentation, and quality is top notch! Thank you!
aslo please make a video on Blackrock the company that owns everything
interesting idea
ruclips.net/video/1n4zkdfKUAE/видео.html
@@JohnCooganPlus ruclips.net/video/1n4zkdfKUAE/видео.html
Jake Tran already did it a Year back so this is a little backdated. Looking forward to your updated one 😁
I really love his presentation style. John you are the best
Outstanding! Well done.
Awesome, awesome, awesome, an incredible investigation and presentation. Thank you so much.
Crazy Without this Historic Moment we wouldn't of advanced in technology. Would be stuck in our old ways due to corporatisation.
I liked the way you tell the story
Sending you huge respect for such a fantastic video. I just bought the “Innovator’s Solution”, thanks for sharing all of this!