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Published · transcript-backed

Speaker unverified: belief

27 Jan 2025 Acquired TSMC Founder Morris Chang

“We invested so much, even though we took only half of their original demand. It was still tens of billions of dollars, I think.”

— Speaker unverified

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Everything needed to verify it.

Speaker
Speaker unverified
Attribution
Not verified from this transcript
Claim type
belief
Recorded
27 Jan 2025
Publisher
Acquired

Transcript context

…Because they got to skip 20. Yeah, because they didn’t get the 20. They don’t need to develop 20. I got a shock. It was a real shock when I heard that Apple had placed their first orders of 16 worth Samsung. Now, that was the real shock. We invested so much, even though we took only half of their original demand. It was still tens of billions of dollars, I think. We were counting on it being at least 80%–90% of the equipment being converted to 16. And now if Apple went to Samsung for the 16, where did that leave us? Do you understand what I’m saying? Oh, yes. It sounds horrible. I would feel like I got tricked.…

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