TSMC and AWS: Comparing Two Infrastructure Giants
发布时间 2021-03-04 16:30:15 来源
摘要
What do Amazon Web Services and TSMC have in common? One is the cloud computing division inside the biggest e-commerce company in the world. The other is a Taiwanese state-backed semi giant.
While these companies might seem quite different, one thing that I notice unifies them is that they provide a platform that enables other companies to succeed and exist.
TSMC's focus on manufacturing and commitment not to compete with its customers has spawned a generation of "fabless" semiconductor companies. AWS has allowed Silicon Valley to build pure internet service companies without needing to build a data center of their own.
For this video, I want to look at and draw a few parallels between these two special companies. The plumbing providers of the modern internet.
Links:
- The Asianometry Newsletter: https://asianometry.substack.com
- Patreon: https://www.patreon.com/Asianometry
- TSMC playlist: https://www.youtube.com/playlist?list=PLKtxx9TnH76SRC7ZbOu2Nsg5mC72fy-GZ
- MediaTek, Taiwan's biggest fabless company: https://youtu.be/r6uy6v7QVnk
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