Redefining the Foundry Model: TSMC versus GlobalFoundries

The 17th annual TSMC Technical Symposium finished its North American tour in Boston, a day before the Boston Marathon. I would like to be clever and say the foundry business is also a marathon but it clearly is not. If you watch TSMC, the foundry business is both a sprint AND a marathon!

In contrast to the previous blog on Global Foundries, the three key points to TSMC’s success are Leadership, Technology, and Experience. Rick Cassidy, President of TSMC North America, opened the symposiums with 30 slides of analogies and perspective featuring the US Olympic Bobsledding team.

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