TSMC: Supply Over Price
Former Senior Executive at Qualcomm
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TSMC: Supply Over Price(October 6, 2025)
Former Senior Executive at Qualcomm
Interview Transcript
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You're the perfect person for me to speak with. It's great to speak with you because you have views from both angles. I'm excited to hear your opinions. Maybe we can start with the competitive dynamics and the customer perspective. From a fabless company's perspective, what are the most critical factors when evaluating and selecting a foundry? Could you rate them in terms of importance?
Regarding your question about Foundry, here's how I would summarize it upfront. When I took on the role at Qualcomm heading up the operations team, the CEO at the time was Sanjay Jha. He later became the CEO of Motorola and GlobalFoundries. He put it this way. He said, "If you save me $10 or $20 million a quarter through negotiations and price takedowns, you might get promoted. But if you short me on supply, you will be fired." That is the situation from the 100,000-foot level. Fabless companies don't have their own manufacturing capabilities, so while they don't like to pay more for chips or make compromises on technology choices and quality, the most important thing to them is supply. Can the supplier be reliable?
This is a snippet of the transcript.Contact Salesto get full access.
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