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How the TSMC Board Keeps the World's Chip Supply Flowing
In episode 109 of Boardroom Conversations, Lucas and Luna examine how TSMC's board manages the most critical manufacturing network in the global economy. They dive into the company's unique governance structure, including the independent director model inherited from Morris Chang, the board's role in balancing geopolitical risk across Taiwan, Arizona, and Japan, and the specific capital-allocation discipline behind TSMC's $30 billion annual R&D budget. The hosts explain why TSMC's board operates more like a technology advisory council than a traditional corporate…
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