回复@宽客的窄门: 他的官网有的。The TSMC Grand Alliance is a powerful driving force behind semiconductor innovation. It brings together customers, OIP partners, including IP Alliance, EDA Alliance, Design Center Alliance, Cloud Alliance, Value Chain Alliance, TSMC 3DFabric® Alliance, and key equipment and materials suppliers to achieve greater collaboration. The TSMC Grand Alliance objective is to help customers, alliance members, and TSMC win business and stay competitive.
We know collaboration works. We have seen it in the great strides our customers and ecosystem members have made through the Open Innovation Platform®.
Today, the Open Innovation Platform® is an unmatchable design ecosystem and a key component of the Grand Alliance. Based solely on R&D investment it’s estimated that TSMC and ten of our customers collectively invest more in R&D than the top two semiconductor IDMs combined.
Through the Grand Alliance, TSMC relentlessly pursues its mission by collaborating with customers and partners. We rely on each other to stay competitive. We rely on each other to succeed. This is the power of the Grand Alliance.
台积电不是只有设备啊，它的leverage很强啊。只有设备吭哧吭哧一个人干不久那就成了普通制造业，他把整个产业链用它的各种标准、软件全部贯穿，他对产业链的影响是全世界无与伦比，这样一些行业的周期波动会被它变成负外部性分摊，我对轻商业模式的意思是指他的周期性变得更弱一点（但肯定不会消除）
你对比一下他在周期高低谷的变动幅度和中芯国际高低谷的变动幅度就知道了，前者比后者小不少 //@宽客的窄门:回复@芯点点点:请教他买的设备怎么外包给联盟？