This interview podcast features Ben Gilbert and David Rosenthal interviewing Dr. Morris Chang, the founder of TSMC, about the company's history and strategic decisions. The podcast begins with an introduction to the interview and a brief overview of TSMC's journey, focusing on key partnerships with companies like NVIDIA and Apple. The main body of the podcast delves into specific anecdotes from Dr. Chang's memoir, including the resolution of a manufacturing crisis with NVIDIA, the decision to prioritize the 28-nanometer node, and the pivotal moment when Apple became a customer. The interview concludes with reflections on TSMC's success, emphasizing the importance of the pure-play foundry model and the role of foresight and strategic planning in navigating industry challenges. A concrete example discussed is Dr. Chang's negotiation with Jensen Huang of NVIDIA, resulting in a settlement of over $100 million.
