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The semi spacex moment already happened - it was when TSMC was founded
by cherryteastain 2y ago
The semi spacex moment already happened - it was when TSMC was founded
- hangonhn 2y agoThat's such a good insight. It really was the SpaceX moment or maybe we can say SpaceX was the TSMC moment of space since TSMC came first.
- ac29 2y ago1987? As near as I can tell there was nothing particularly remarkable about TSMC in the 1980s or 1990s.
- kanwisher 2y agoIt was one of the first foundries that focused on external ip and not producing its own chips
- newsclues 2y agoTesla and SpaceX both took time before they started generating positive cashflow.
- ska 2y ago20 years for a hardware startup to get really going isn't unusual. One of the other reasons VC likes SAAS. Hardware startups are cash intensive and slow boils, typically.
- starspangled 2y agoThey weren't a startup for 20 years, they were a huge company with billion dollar fabs, thousands of workers, and they were exchanging technology lead with other silicon manufacturing companies many times (back before 2020s, mid/late 2010s, TSMC was not undisputed leader). UMC was a Taiwan foundry that started even before TSMC and it eventually folded.
- jack1243star 2y ago>UMC was a Taiwan foundry that started even before TSMC and it eventually folded. What are you even talking about...
- starspangled 2y agoSame thing as everybody else in this thread, leading edge logic market.
- Wytwwww 2y agoWasn't AMD or even Intel the same sort of "startups"? Also what's so special about TSMC? I mean they were doing quite well in the 90s and early 2000s before falling back behind Intel before they caught up and surpassed it this time.
- NortySpock 2y agoMaybe the more generic claim is 'when pure-play foundry companies started earning more money than the "integrated device manufacturer" companies') https://en.m.wikipedia.org/wiki/Foundry_model https://en.m.wikipedia.org/wiki/Foundry_model
- Wytwwww 2y agoOr maybe Intel itself? AMD? Nvidia?