⏱ Training hours2 hours
🏢 FormatOn-site delivery · Customized design
👤 InstructorJohn Kim
✅ Key outcomeA clear, engaging grounding in semiconductor industry basics
The TSMC Story is a focused 2-hour course on the strategy behind TSMC, which holds over half of the global semiconductor foundry market and anchors the global IT ecosystem, and on the semiconductor industry around it. In this hands-on session led by John Kim, CEO of Nanum Consulting, you will learn the basics of the semiconductor industry, TSMC’s business model, and its strategic position in the global supply chain. The course looks at why global big tech companies such as Apple, NVIDIA, and AMD depend on TSMC and how to manage geopolitical risk in semiconductors, so participants leave with a clear picture of the industry’s present and future. The curriculum draws on Nanum Consulting’s experience training 50+ major corporations and institutions.
Who is this course for?
Ideal for employees with an interest in the semiconductor industry and executives who want to learn from TSMC’s growth strategy. Especially recommended for those who want to understand the business models and management strategies of global manufacturers.
What will you learn?
- Understand the basics of the semiconductor industry in a clear, engaging way
- Recognize TSMC’s role and its strategic importance in the global semiconductor market
Curriculum
Module 1: Understanding semiconductor types and TSMC’s role
- Memory vs. system semiconductors
- “Companies that design” vs. “companies that make” → What is a foundry?
- What does TSMC actually do?
Module 2: The semiconductor war and TSMC’s geopolitics
- Why the US, China, and Taiwan are at odds
- What “a small island holds the world” really means
- Why every nation’s eyes are on a single TSMC fab
Module 3: Semiconductors and national strategy: policy drives technology
- Chip industry revival programs in the US, Japan, and the EU (including the CHIPS Act)
- Taiwan’s concentrated model vs. other countries’ diversified supply chains
- A semiconductor roadmap shaped by government and the private sector
Module 4: The founder’s story: Morris Chang
- A startup story that began in his 50s
- “TSMC was born after its founder was pushed out of IBM and Intel”
- The man who redrew the global semiconductor map through setbacks and pivots
Module 5: TSMC’s three winning strategies
- Fully customer-focused (never competing with its customers)
- Advanced-node leadership (always first in the nanometer race)
- The business model of “customers design, we manufacture”
Module 6: Who makes semiconductors: the people behind the technology gap
- What TSMC and global companies look for in semiconductor talent
- Why thousands of engineers pour themselves into a single chip
- Technology-driven corporate culture and the importance of a “system that tolerates failure”
- Revisit the lesson that an overwhelming lead is ultimately won by people
Module 7: Technology leadership and the advanced-node race — why TSMC stays ahead
- 7nm → 5nm → 3nm → 2nm roadmap comparison
- EUV tool adoption speed and usage strategy (the ASML relationship)
- What sets TSMC apart in yield management and NPI strategy
- Co-development with customers (Apple, AMD, and Nvidia case studies)
Module 8: Beyond TSMC — the next chapter of the semiconductor industry
- Where do semiconductors go after 3nm?
- The shifts underway: advanced packaging, AI chips, and the U.S. and Japan’s re-entry strategies
- Beyond the technology outlook: major shifts in supply chains and industry structure
- The future of the semiconductor industry, seen through what TSMC is preparing 'next'
Expected results / After the course
- Understand the basics of the semiconductor industry in a clear, engaging way
- Recognize TSMC’s role and its strategic importance in the global semiconductor market
On-site training references
PUB 365 (training inquiry under discussion, 2026)365ENMand more
About the instructor
John KimInstructor John Kim, author of “B2B Marketing Design” and CEO of Nanum ConsultingView profile →
Related courses
We tailor this course to your company
From diagnosis to execution — Nanum Consulting
FAQ
Ideal for employees with an interest in the semiconductor industry and executives who want to learn from TSMC’s growth strategy. Especially recommended for those who want to understand the business models and management strategies of global manufacturers.
The course offers an in-depth analysis of the real success story and management strategy of TSMC, the world’s largest foundry. Rather than pure technical training, it teaches TSMC’s business model and global competitive strategy from a practical perspective.
This is a focused 2-hour program. Pricing and scheduling are customized to your organization’s size and training format. Send us an inquiry for a detailed quote.
John Kim is a semiconductor industry specialist who has delivered TSMC case-study training at many companies. References from on-site training at large and mid-sized corporations, along with detailed credentials, are available on request.
The TSMC Story
The TSMC Story is a focused 2-hour program on the strategy behind TSMC, which holds over half of the global semiconductor foundry market and anchors the global IT ecosystem, and on the semiconductor industry around it
Training objectives
- Understand the basics of the semiconductor industry in a clear, engaging way
- Recognize TSMC’s role and its strategic importance in the global semiconductor market
Expected results
- Understand the basics of the semiconductor industry in a clear, engaging way
- Recognize TSMC’s role and its strategic importance in the global semiconductor market
Curriculum
Module 1Module 1: Understanding semiconductor types and TSMC’s role
- Memory vs. system semiconductors
- “Companies that design” vs. “companies that make” → What is a foundry?
- What does TSMC actually do?
Module 2Module 2: The semiconductor war and TSMC’s geopolitics
- Why the US, China, and Taiwan are at odds
- What “a small island holds the world” really means
- Why every nation’s eyes are on a single TSMC fab
Module 3Module 3: Semiconductors and national strategy: policy drives technology
- Chip industry revival programs in the US, Japan, and the EU (including the CHIPS Act)
- Taiwan’s concentrated model vs. other countries’ diversified supply chains
- A semiconductor roadmap shaped by government and the private sector
Module 4Module 4: The founder’s story: Morris Chang
- A startup story that began in his 50s
- “TSMC was born after its founder was pushed out of IBM and Intel”
- The man who redrew the global semiconductor map through setbacks and pivots
Module 5Module 5: TSMC’s three winning strategies
- Fully customer-focused (never competing with its customers)
- Advanced-node leadership (always first in the nanometer race)
- The business model of “customers design, we manufacture”
Module 6Module 6: Who makes semiconductors: the people behind the technology gap
- What TSMC and global companies look for in semiconductor talent
- Why thousands of engineers pour themselves into a single chip
- Technology-driven corporate culture and the importance of a “system that tolerates failure”
- Revisit the lesson that an overwhelming lead is ultimately won by people
Module 7Module 7: Technology leadership and the advanced-node race — why TSMC stays ahead
- 7nm → 5nm → 3nm → 2nm roadmap comparison
- EUV tool adoption speed and usage strategy (the ASML relationship)
- What sets TSMC apart in yield management and NPI strategy
- Co-development with customers (Apple, AMD, and Nvidia case studies)
Module 8Module 8: Beyond TSMC — the next chapter of the semiconductor industry
- Where do semiconductors go after 3nm?
- The shifts underway: advanced packaging, AI chips, and the U.S. and Japan’s re-entry strategies
- Beyond the technology outlook: major shifts in supply chains and industry structure
- The future of the semiconductor industry, seen through what TSMC is preparing 'next'
About the instructor
John Kim, Lead Instructor
10 years in industry · 15 years teaching (3,000+ lectures)
Education
· MBA (advanced major: Marketing), Korea University Graduate School of Business (graduated)
· Sungkyunkwan University Consultant Program (completed)
· Sogang University Graduate School of Business, Short-Term MBA (completed)
· Seoul National University Lifelong Education Instructor Development Program (completed)
· Chung-Ang University, B.A. in English Language and Literature (graduated)
Experience
· Current: CEO, Nanum Consulting
· Formerly at Hyosung Corp., Daeduck Electronics and Shinhan Diamond: overseas assignments and strategic planning (10+ years)
· Current partner instructor, Expert Consulting
· Current: Partner instructor, PSI Consulting
· (Current) Partner instructor, Korea SMEs and Startups Agency and SME Training Institute
Credentials and publications
· Certified consultant
· Certified teacher
· Completed official IDEO Design Thinking training
· B2B Marketing Design (1 Apr 2025)
· The Chinese Diamond Tool Market: Present and Future (co-authored, Korea Tool Association)
· Battles That Changed History and Innovative Weapons (in progress)