Books
Books in Preparation
In an AI-accelerated world where every strategy is a 6-ER trade-off, leaders need frameworks that survive pressure rather than collapse under it. The work in progress examines how chosen constraints create the only moats capital cannot buy — starting with the 38-year case study of TSMC.
For readers of Chip War · Only the Paranoid Survive · The Goal
TSMC: How Constraints Build Competitive Moats
How TSMC Turned Constraints into Competitive Advantage
TSMC's moat was not built by vision. In 1987, no investor would fund a manufacturer that would compete with its own customers. That constraint forced the pure foundry commitment. 38 years of steep learning curves later, no competitor can replicate it with capital.
For publishing enquiries →A Forthcoming Book
TSMC: How Constraints Build Competitive Moats is a forthcoming book examining how TSMC turned structural constraints into a competitive advantage that capital alone cannot replicate. The book draws on the 1987 financing constraint, the pure-play foundry commitment, and 38 years of accumulated learning curves in advanced-node manufacturing.
The framework underlying the book has been developed across an ongoing essay series for Forbes Business Council. Publication details will follow as the manuscript reaches final preparation.
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