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TSMC's "Grand Alliance" is a great business structure that creates win/win scenarios that are creating a "Great Acceleration" business model that is constantly speeding up not only technology, but time to market. This is one of the great business models that creates benefits world wide and as TSM gets more into MEMS/nanotech we should start to see a much wider benefit, especially when combined with AI/ML. The "Grand Alliance" that Morris Chang built with others has turned into a high speed driver of technology and applications. This business model allows everyone to do what they are best at and pool an almost unimaginable amount of talent and resources that are delivering ever greater progress in an ever growing number of areas. In the next few years many will be surprised what comes out of this "Grand Alliance", I won't be and look forward to the use of technologies of many types people haven't even imagined. My prediction is TSMC will grow greatly in breadth and depth of technology and MEMS/Nanotech combined with ever more sophisticated InFo packaging will have some very exciting and surprising results. This has morphed into a model that creates winners on industry, company and personal levels to the benefit of society as a whole.
Having been part of this Grand Alliance with a dozen different companies since it started I can tell you better than most how important it is. It truly is a force of nature and one of the reasons why the other foundries will never ever catch up to TSMC. Just my opinion of course.
Dan, what do you think of TSM becoming a power house of nanotech fabrication outside of semis? I feel TSM with their Grand Alliance is uniquely placed to be the number one power in nanotech manufacturing with their heavy experience in semis. MEMS/Nanotech SOCs are still in their infancy and would provide a pathway for TSM to become the size of Apple, Amazon and other mega companies. I feel semis might not even be the majority of their production in the future. Any thoughts or comments appreciated.
Dan, what do you think of TSM becoming a power house of nanotech fabrication outside of semis? I feel TSM with their Grand Alliance is uniquely placed to be the number one power in nanotech manufacturing with their heavy experience in semis. MEMS/Nanotech SOCs are still in their infancy and would provide a pathway for TSM become the size of Apple, Amazon and other mega companies. I feel semis might not even be the majority of their production in the future. Any thoughts or comments appreciated.
That's not something I can talk about today but what I will tell you is that we are definitely coming to the end of line of FinFET process technology and something will take its place. Given that TSMC is the center of the semiconductor ecosystem they have a definite advantage in what's coming next. I just got back from Taiwan and will be at the TSMC Symposium on May 1st so let's talk after that. It really is an exciting time in the semiconductor industry, absolutely.
