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  • June 2023
  • Teaching Note
  • HBS Case Collection

Taiwan Semiconductor Manufacturing Company Limited: Global Leadership in Chipmaking

By: William C. Kirby and Noah B. Truwit
  • Format:Print
  • | Language:English
  • | Pages:5
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Abstract

Teaching Note for HBS Case No. 321-126. The general purpose of this case is to explore the evolving nature of business relations across the Taiwan strait, focusing on the prominence of Taiwan's high-tech industry. After the legendary founder of Taiwan Semiconductor Manufacturing Company (TSMC) retired, the new chairman grappled with fresh challenges related to its market in China and growing competition.

One of TSMC's major Chinese customers faced sanctions by the U.S. government; China invested billions of dollars in building its own powerhouse to compete in semiconductor production. A slowing of innovation in fabrication processes and rising U.S.-China geopolitical tension also added to the uncertainties facing TSMC. What had changed in the competitive landscape for TSMC, and how should it respond to the changes? Was TSMC positioned to be a truly global company? Students should understand how TSMC protects its competitive technology advantage, navigates geopolitical risks in the region, and blunts hungry competitors' efforts to gain market share.

Keywords

Geopolitical Units; Government and Politics; Competition; Production; Disruption; Semiconductor Industry; Manufacturing Industry; Taiwan; Taiwan Strait; China

Citation

Kirby, William C., and Noah B. Truwit. "Taiwan Semiconductor Manufacturing Company Limited: Global Leadership in Chipmaking." Harvard Business School Teaching Note 323-129, June 2023.
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About The Author

William C. Kirby

General Management
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