Wei-Torng Juang, An-Chi Tung, Henry Wan, Jr., Rise of co-evolutional paths for growth: A stepwise study about the pure-play foundry model, Vol. 2026 (2026), No. 18, pp. 1-25

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DOI: 10.23952/cot.2026.18

Received June 9, 2024; Accepted September 14, 2025; Published online February 10, 2026

 

Abstract. In this paper, we review the TSMC saga in three periods against the broader background: pre-TSMC, foundry emergence, and further disintegration. And we give brief accounts of how TSMC upgrades itself technologically and how global geopolitical structure evolves. We then present a series of analytical models to study the nature of the co-evolution of foundries and the fabless. Finally, some implications are drawn.

 

How to Cite this Article:
W.T. Juang, A.C.Tung, H. Wan, Jr., Rise of co-evolutional paths for growth: A stepwise study about the pure-play foundry model, Commun. Optim. Theory 2026 (2026) 18.