Part 7/9:
While ASML dominates lithography, TSMC, based in Taiwan, has emerged as the largest foundry for chip manufacturing. TSMC’s business model is built on providing chips for numerous fabless semiconductor firms like Apple and Nvidia, a strategy that has allowed it to scale rapidly and become a vital player in the global technology supply chain.
As the chip shortage persists, TSMC is investing heavily in U.S. facilities, proposing advancements in manufacturing that align with the growing demands for a diverse and resilient semiconductor supply.