Dr. Morris Chang
๐ค SpeakerAppearances Over Time
Podcast Appearances
Do you understand what I'm saying? Oh, yes.
Do you understand what I'm saying? Oh, yes.
Well, I wouldn't say that, okay, but I was really shocked. So I emailed Jeff Williams right away, and I said, you know, we invested in all this equipment, and we were counting on you to take the, 16 from us. But now, you know, we found out you were buying 16, the first 16, anyway, from Samsung. So Jeff replied immediately, don't worry, I'll be here, I'll be there, I'll be in Hsinchu next week.
Well, I wouldn't say that, okay, but I was really shocked. So I emailed Jeff Williams right away, and I said, you know, we invested in all this equipment, and we were counting on you to take the, 16 from us. But now, you know, we found out you were buying 16, the first 16, anyway, from Samsung. So Jeff replied immediately, don't worry, I'll be here, I'll be there, I'll be in Hsinchu next week.
and explain to you. So that made me, that relieved me a little, but certainly not completely. But next week, he did show up, and he explained to us. He said, well, as soon as you are ready, when you are 16, who will buy from you? Who will buy all of you? the needs from you when you're ready. Now, of course, that completely relieves me because that's what we're supposed to do anyway, you know.
and explain to you. So that made me, that relieved me a little, but certainly not completely. But next week, he did show up, and he explained to us. He said, well, as soon as you are ready, when you are 16, who will buy from you? Who will buy all of you? the needs from you when you're ready. Now, of course, that completely relieves me because that's what we're supposed to do anyway, you know.
So indeed, what he said was true. We developed, we had our own 16, about half a year later, and most of Apple's 60 nanometer requirements still belonged to us. Yeah, most, yeah.
So indeed, what he said was true. We developed, we had our own 16, about half a year later, and most of Apple's 60 nanometer requirements still belonged to us. Yeah, most, yeah.
I know. I know. It was, I said in the autobiography, you know, I mean, sitting in Hsinchu, Being in the foundry business, I actually see a lot of things before they actually happen. So let me tell you the IBM Qualcomm story.
I know. I know. It was, I said in the autobiography, you know, I mean, sitting in Hsinchu, Being in the foundry business, I actually see a lot of things before they actually happen. So let me tell you the IBM Qualcomm story.
Now, Qualcomm, we consider Qualcomm to be a prime company. candidate to be our customer. We really wanted Qualcomm because we knew they were a technology house. What year was this? This was way back, you know, when we started in the 90s anyway.
Now, Qualcomm, we consider Qualcomm to be a prime company. candidate to be our customer. We really wanted Qualcomm because we knew they were a technology house. What year was this? This was way back, you know, when we started in the 90s anyway.
Yes. They started, Irwin Jacobs started Qualcomm actually before I started Qualcomm. TSMC. TSMC started in 1987. Qualcomm, I think, was a few years before that. So we are in the 90s, early 90s, all the way up to 1997 maybe. 96, 97, all the way up to the latter part of the 90s. We wanted a to be a customer. And I saw their operations VP.
Yes. They started, Irwin Jacobs started Qualcomm actually before I started Qualcomm. TSMC. TSMC started in 1987. Qualcomm, I think, was a few years before that. So we are in the 90s, early 90s, all the way up to 1997 maybe. 96, 97, all the way up to the latter part of the 90s. We wanted a to be a customer. And I saw their operations VP.
That's what they call, that's what our customers call their purchasing people. Operations VP, operations senior VP. And I saw him often. And he was always pretty polite, but he gave us very little business. And I also knew that his main foundry was IBM. Now, sometime in the later 90s, I forgot whether it was 97 or 98, suddenly, he started, first he started to tell me that he would use us now.
That's what they call, that's what our customers call their purchasing people. Operations VP, operations senior VP. And I saw him often. And he was always pretty polite, but he gave us very little business. And I also knew that his main foundry was IBM. Now, sometime in the later 90s, I forgot whether it was 97 or 98, suddenly, he started, first he started to tell me that he would use us now.
He didn't even tell me who our competitor was, who our competitor had been, but I kind of knew that it was IBM from other sources of intelligence. And our business with Qualcomm, the business that Qualcomm gave us, pretty rapidly increased after that, after 97, 98 period. So I immediately knew that IBM Semiconductor was in trouble. Because, I mean, they had their own fabs and so on.
He didn't even tell me who our competitor was, who our competitor had been, but I kind of knew that it was IBM from other sources of intelligence. And our business with Qualcomm, the business that Qualcomm gave us, pretty rapidly increased after that, after 97, 98 period. So I immediately knew that IBM Semiconductor was in trouble. Because, I mean, they had their own fabs and so on.
But their main business was really supplying to Qualcomm and a few other very small companies, very small, fabulous companies. So I immediately knew IBM was in trouble because they were losing Qualcomm. All right, so the next step that IBM took was not a surprise to me.
But their main business was really supplying to Qualcomm and a few other very small companies, very small, fabulous companies. So I immediately knew IBM was in trouble because they were losing Qualcomm. All right, so the next step that IBM took was not a surprise to me.