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あらすじ・解説
Join Tom today as we dive into the origins of Taiwan Semiconductor Manufacturing's meteoric and their roots at Texas Instruments. Tom discusses TSMC's impressive profit margins, its market dominance, and the geopolitical risks associated with its operations. The conversation highlights TSMC's technological advancements, particularly in AI and quantum computing, and offers insights into negotiating strategies with such a powerful supplier. Overall, this episode of Supplier Central on the Rebuild Procurement Podcast highlights the importance of partner positioning as your best bargaining chip when working with a behemoth supplier with nearly $900B in market cap like TSMC.