The Story of How TSMC Came to Dominate the World
Odd Lots25 Jan 2021

The Story of How TSMC Came to Dominate the World

In every conversation about computer chips, it always comes back to the dominant player: TSMC. Founded in the 1980s, it's far and away the biggest and most advanced manufacturer. And, as our guest points out, it's virtually impossible to find any piece of consumer tech hardware that Taiwan Semi hasn't touched in some way. On this episode, we speak with Tim Culpan, a Bloomberg Opinion columnist who has been reporting from Taipei for over 20 years, about how the company came to be, why it's so dominant, its geopolitical importance, and what could plausibly dislodge it.

See omnystudio.com/listener for privacy information.

Avsnitt(1185)

Here’s What’s Happening With Those Korean Structured Notes That Bet Against Market Volatility

Here’s What’s Happening With Those Korean Structured Notes That Bet Against Market Volatility

Earlier this year on Odd Lots, we did an episode about Korean structured investment products that were sold to retail investors, whose performance was tied to various market indices around the world. ...

9 Apr 202040min

Tom Barrack On The Crisis In The Commercial Real Estate Market

Tom Barrack On The Crisis In The Commercial Real Estate Market

The commercial real estate market has been clobbered in this crisis, as restaurants and stores virtually shut down entirely throughout the month of March. On this week’s Odd Lots episode, we speak to ...

6 Apr 202040min

Zoltan Pozsar and Perry Mehrling On The Historic Crisis Of Financial Market Plumbing

Zoltan Pozsar and Perry Mehrling On The Historic Crisis Of Financial Market Plumbing

The plumbing of the financial system is coming under strain like never before. On this week’s podcast, we speak with two legendary experts on how the money system works: Zoltan Pozsar of Credit Suisse...

30 Mars 202054min

How The Crisis Nearly Blew Up One Of The World’s Safest Trades

How The Crisis Nearly Blew Up One Of The World’s Safest Trades

In normal times, U.S. Treasuries are the ultimate safe haven. They are highly liquid and guaranteed to pay out. So when people want to hide out during periods of economic and financial market volatili...

26 Mars 202054min

A Longstanding Fear About The Corporate Debt Market May Finally Be Coming True

A Longstanding Fear About The Corporate Debt Market May Finally Be Coming True

For a long time, people have been warning that corporate debt could be the major source of vulnerability in today's economy. And the market meltdown that we've been seeing since the beginning of March...

23 Mars 202041min

How A Macro Manager Is Trading On One Of The Wildest Markets In History

How A Macro Manager Is Trading On One Of The Wildest Markets In History

Markets around the world are so extremely volatile that nobody can think of any perfect precedent. There are shades of the Great Recession, 1987, the period in the wake of 9/11, and other moments of e...

19 Mars 202045min

How Saudi Arabia Delivered A Blow To U.S. Shale Companies At The Worst Possible Moment

How Saudi Arabia Delivered A Blow To U.S. Shale Companies At The Worst Possible Moment

Saudi Arabia recently announced that it was engaging in a full-on price war by pumping oil like crazy. At one point, after the move, the price of Brent Crude plunged 31%. This was a body blow to U.S. ...

16 Mars 202039min

How To Stop The Recession From Happening Right Now

How To Stop The Recession From Happening Right Now

The U.S. is on the verge of an economic crisis due to the coronavirus, as people and businesses aggressively pull back on spending. On this week's Odd Lots podcast, we speak with Claudia Sahm, the dir...

12 Mars 202038min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
svd-tech-brief
badfluence
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
fill-or-kill
rss-dagen-med-di
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
lastbilspodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon
bilar-med-sladd
24fragor
tabberaset