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Acquired

TSMC Founder Morris Chang

26 Jan 2025

Transcription

Full Episode

0.309 - 18.399 Ben Gilbert

The podcast about great technology companies and the stories and playbooks. No, no, you said technology. Now we definitely have a cold opening. All right. I guess I really want us to be about technology companies again. Well, this is a technology company. It's a sign. All right, here we go.

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18.839 - 33.841 Unidentified

Who got the truth? Is it you, is it you, is it you? Who got the truth now, though? Is it you? Is it you? Is it you? Sit me down. Say it straight. Another story on the way.

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35.734 - 43.436 Ben Gilbert

Welcome to the spring 2025 season of Acquired, the podcast about great companies and the stories and playbooks behind them. I'm Ben Gilbert.

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43.836 - 44.816 David Rosenthal

I'm David Rosenthal.

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45.116 - 66.262 Ben Gilbert

And we are your hosts. Today, we have something very special to share with you. After becoming obsessed with semiconductors from our TSMC episode four years ago, David and I wound our way through the rest of the industry, studying fabulous companies like NVIDIA and Qualcomm, architecture companies like Arm, and chip design software companies like Synopsys.

66.903 - 81.81 Ben Gilbert

And as we were thinking, what's next in the world of chips unacquired, we threw the Hail Mary. We asked friend of the show, Jensen Huang, if he would ask Dr. Morris Chang, the 93-year-old founder of TSMC, if he would be open to an interview with us.

82.746 - 90.309 David Rosenthal

It is kind of insane and super cool that Jensen made time to help us with this. It's not like he doesn't have a lot of other things going on.

90.669 - 108.176 Ben Gilbert

Yes. Well, listeners, it happened. So today's episode is a conversation that we recorded in Taipei last week at Dr. Chang's office. We flew to Taiwan for a 48-hour whirlwind where we spent some time at TSMC's headquarters in Hinshu Science Park, where many of TSMC's fabs are located.

108.616 - 109.517 David Rosenthal

Super cool to see.

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