3 HN users recommended this interview3 months2012–2023score 3.5
Years with an HN recommendation, 2007–2026
Recommended as a rare, inspiring history of the foundry business and the relationship between Chang and Huang.
A 2007 Computer History Museum conversation in which Nvidia CEO Jen-Hsun Huang interviews TSMC founder Morris Chang. Chang recounts his career and the creation of the dedicated silicon foundry model.
“here's a fascinating conversation from 5 years ago between Morris Chang (founder and chairman, TSMC) and Jen-Hsun Huang (CEO, Nvidia)” (HN, 2012)
jensen is a hero of mine. excited to listen in! highly recommend his convo with Morris Chang over 15 years ago: [this video] as a guy from another small country these two taiwainese american semiconductor titans give me a lot of inspo
Inspiring conversation between two Taiwanese American semiconductor leaders
Very interesting. Those really are pretty stunning words for a business relationship as big as this. If I understand correctly, Nvidia has nowhere else to go since TSMC is so far ahead of other independent foundries (I'm not sure how independent GF really is - is it conceivable for Nvidia to work with GF?) and it can't very well go to Intel given the amount of competition they are engaged in. Maybe Samsung? Also, I'm not clear on the arguments presented in the slides. The transistor normalized price curves for 20nm and 14nm do eventually cross over the preceding curves, unlike the 40nm curve. And even putting the same transistor count on a smaller process node can result in lower power consumption once the leakage problems are mitigated, so the value is increased. Edit: For historical background, here's a fascinating conversation from 5 years ago between Morris Chang (founder and chairman, TSMC) and Jen-Hsun Huang (CEO, Nvidia): [this video]
Historical conversation between TSMC founder and Nvidia CEO
Jen-Hsun interviews Morris Chang [this video] Long interview, but I think it has moments where it reinforces the same concept that it is very difficult to copy a business, even if the CEO is directly telling you their secrets. Interesting interview - although exponentially above my pay grade.
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