Sources
Every citation, grouped by where it came from
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.
Composition
Load-bearing
Cited across two or more surfaces. If any of these are wrong, several claims 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
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 disclosures, the hardest 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)
Press releases, blog posts, 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