Acquired · TSMC · Sources
Sources
Every citation in the TSMC case file, deduped and grouped by provenance. The shape of the evidence base tells you how to read the case — heavy on transcript means show-anchored; heavy on filings means audited; heavy on external press means corroborated.
Show transcript (9)
Quotes and chapter references from Acquired itself. The primary source for what the hosts argued.
- [02]
Acquired episode TSMC
4 refs - [03]
TSMC 2024 annual report + Acquired episode
1 ref - [04]
TechInsights (Scotten Jones, Mar 2024) + TrendForce Q4 2024 foundry market share + Acquired episode TSMC
1 ref - [05]
Acquired episode TSMC + Morris Chang interview + IEEE Spectrum biography
1 ref - [06]
Acquired episode TSMC + Wikipedia TSMC + Chris Miller, Chip War
1 ref - [07]
TSMC disclosures + Acquired episode
1 ref - [08]
TSMC press release + Acquired episode
1 ref - [09]
https://www.acquired.fm/episodes/tsmc-founder-morris-chang
1 ref
SEC filings (3)
10-K, 10-Q, 8-K, proxy statements. Audited financial disclosures. The most legally hard evidence in the file.
- [01]
TSMC 2024 annual report
2 refs - [02]
TSMC 2024 Annual Report (filed with TWSE) + CNBC reporting on customer concentration shift
1 ref
External press & research (2)
Wikipedia, WSJ, NYT, FT, Bloomberg, books. Independent reporting that corroborates or sharpens the show's claims.
Other (10)
Anything not classified above — press releases, blog posts, internal company materials.
- [02]
Public market data
1 ref - [05]
IBS estimates + TSMC disclosures
1 ref - [08]
TSMC historical disclosures
1 ref - [09]
TSMC + customer announcements
1 ref
Composition
Load-bearing
Sources cited across two or more surfaces (numbers, events, strategies). If any of these turn out to be wrong, multiple claims in the file move with them.
Acquired TSMC, ch. Intro (2025 re-release)
number · event · strategy · 11 refs
TSMC investor relations + this site's /api/semiconductor-capex
number · strategy · 2 refs