Inside the Mind of Morris Chang: Timeless Lessons from TSMC Founding Vision

From strategic foresight to leadership wisdom, Chang offers a masterclass in navigating the tech industry with purpose and precision.

Introduction

In a once-in-a-generation moment, Dr. Morris Chang, the legendary founder of Taiwan Semiconductor Manufacturing Company (TSMC) was interviewed in Taiwan. This marked his first major English-language video interview in 17 years — the last one being a historic sit-down with NVIDIA CEO Jensen Huang. For everyone, it was a dream come true and a powerful reminder of why documenting stories like these matters.

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The Foundry That Changed Everything

Back in 1987, Dr. Chang made a bold bet: that the world needed a semiconductor company focused solely on manufacturing chips designed by others.

This was a radical idea at the time — and it worked. Today, TSMC is the beating heart of the global tech industry, producing chips for companies like Apple, AMD, NVIDIA, and Qualcomm. In 2024 alone, TSMC generated nearly $76 billion in revenue and commands over 54% of the global foundry market.

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Winning Apple’s Trust

One of the most fascinating parts of the conversation was how TSMC won Apple’s business. In the early 2010s, Apple began shifting its chip production away from Samsung.

TSMC seized the moment, investing billions in cutting-edge 7nm and 5nm process technologies. The gamble paid off: by 2022, Apple accounted for over 25% of TSMC’s total revenue — roughly $23 billion. Dr. Chang shared what it took to win Apple’s trust: reliability, precision, and a relentless focus on technology leadership.

A Rift with NVIDIA

Dr. Chang also spoke candidly about a tense moment in 2009 with NVIDIA. At the time, TSMC was producing some of NVIDIA’s most important chips — but poor yields led to a near fallout. Jensen Huang publicly criticized the foundry’s performance. Dr. Chang didn’t shy away from the challenge. Instead, he doubled down on collaboration and transparency. The relationship survived and eventually flourished. Today, TSMC is behind NVIDIA’s most advanced AI chips — including those powering ChatGPT and modern data centers.

TSMC in 2025: Too Big to Ignore

Fast forward to today, and TSMC isn’t just another tech company — it’s the tech company behind all the others. Whether it’s AI, smartphones, or autonomous vehicles, nearly every innovation touches a chip made by TSMC. The company manufactures over 12 million wafers annually and is expanding globally, with new fabs in Arizona and Japan.

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Morris Chang’s Enduring Wisdom

What sets Dr. Chang apart isn’t just his engineering brilliance — it’s his clarity of thought. In our interview, he reflected on the importance of long-term thinking, the value of integrity in business, and the power of focus. His approach mirrors Jeff Bezos’ “regret minimization” mindset — and it’s clear Dr. Chang built TSMC with no regrets.

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Conclusion

This interview was a gift — not just to us, but to anyone who cares about the future of technology. Dr. Chang’s story is one of vision, grit, and humility. And in an age of hype, his grounded wisdom is a breath of fresh air.

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Kumar Priyadarshi
Kumar Priyadarshi

Kumar Joined IISER Pune after qualifying IIT-JEE in 2012. In his 5th year, he travelled to Singapore for his master’s thesis which yielded a Research Paper in ACS Nano. Kumar Joined Global Foundries as a process Engineer in Singapore working at 40 nm Process node. Working as a scientist at IIT Bombay as Senior Scientist, Kumar Led the team which built India’s 1st Memory Chip with Semiconductor Lab (SCL).

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