Evidence receipt / evaluation
Published · transcript-backedBen Gilbert: evaluation
27 Jan 2025 Acquired TSMC Founder Morris Chang
“Which is funny because in older interviews sometimes he goes, well, the timing was a little lucky on when fabless happened. But I think he even said to Jensen in the first few years of TSMC, growth wasn’t very high because we were waiting for the customers to emerge.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- evaluation
- Recorded
- 27 Jan 2025
- Publisher
- Acquired
- Episode
- TSMC Founder Morris Chang
Transcript context
…Totally. But that point of, I’m obsessed with this idea that it was funny that Morris went on the record and said, no, I knew. I knew fabless was coming. He had a couple of great anecdotes about that. Which is funny because in older interviews sometimes he goes, well, the timing was a little lucky on when fabless happened. But I think he even said to Jensen in the first few years of TSMC, growth wasn’t very high because we were waiting for the customers to emerge. But it really is this idea that he saw the future, he made a bet, and he did kind of a crappy business to build up competency, capability, volume… Capacity.…
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