Analyse Asia 95: The TSMC Group with Tim Culpan

The TSMC Group, Apple & Foxconn's acquisition of Sharp

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Bernard Leong
Bernard LeongHunter@bleongcw · Founder @AnalyseAsia
Episode Synopsis: Tim Culpan from Bloomberg Gadfly, joined us again to discuss the TSMC Group, where they are leading semiconductor foundries for many major companies from Apple, Qualcomm and Intel. We began our conversation with the recent happenings with Foxconn’s acquisition of Sharp and whether the acquisition will work given Foxconn’s early history with Innolux and the discussion on how Taiwanese technology companies are leading the Asia’s best performing tech stocks. Then we dived deep into the TSMC group and dissected the management team, their core competencies and footprint across Asia. Last but not least, we also discussed how dependent is the TSMC group is to Apple and where the company is heading for the next 5 years.