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How TSMC changed semiconductors
Why competitive foundry ownership and customer access can coexist, and why the quality of capacity matters.
How specialist foundries expand access
A specialist foundry can build and operate the manufacturing system while fabless customers direct their resources toward products, software, and customers. Durable partnerships bring those strengths together around a qualified process.
Access is not the same as ownership
Customers can gain strong contractual access and co-optimization without holding the residual asset. The research question is which rights survive scarcity and what the customer must commit to receive them.
Treat concentration carefully
Market-share estimates, capacity statements, and capital plans measure different things. Keep those measures distinct when assessing concentration and capacity.
Use the company file
Read TSMC through its process capability, capacity ladder, customer relationships, and capital plans rather than through a single market-share figure. A great foundry broadens access when it can make qualified capacity repeatable for many different product builders.