About this episode
It's time. We dive into the unbelievable history behind the quietest technology giant of them all — and as of recording the world's 9th (!) most valuable company — the Taiwan Semiconductor Manufacturing Company. This story checks every box in the Acquired pantheon of greatness: China, America, MIT, Don Valentine, Silicon Valley, "real men" looking silly, and... moats literally built by lasers. We're not kidding. Pull up a seat and settle in for a great one!
Sponsors:
- Sentry: https://bit.ly/acquiredsentry
- WorkOS: https://bit.ly/workos25
- Anthropic: https://bit.ly/acquiredclaude25
- Statsig: https://bit.ly/acquiredstatsig26
More Acquired!
- Get email updates with hints on next episode and follow-ups from recent episodes
- Join the Slack
- Subscribe to ACQ2
- Merch Store!
© Copyright 2015-2026 ACQ, LLC
Links:
- Episode Sources: https://docs.google.com/document/d/1rQMgQDY5c3Fs5DsjB4cZHVZGdhN4kK-6HapO_r7pjyQ/edit?usp=sharing
Carve Outs:
- Ted Lasso (Season 1): https://tv.apple.com/us/show/ted-lasso/umc.cmc.vtoh0mn0xn7t3c643xqonfzy
- Greek: https://www.imdb.com/title/tt0976014/
- Who is Michael Ovitz?: https://www.amazon.com/dp/B07B2HS77M/
Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
Get every episode summarized
Each time Acquired publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
