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17年前张忠谋与黄仁勋的对谈,是在三番的 Computer History Museum 进行的。 第一次见黄仁勋穿着西装 😂 这次在三番想去这个博物馆的,可惜闭馆维护,希望下次能成行。 https://youtu.be/u-x7PdnvCyI
仔细听了张忠谋与黄仁勋的对谈,真金白银:

1. 为什么坚持做晶圆代工,不做合资公司?如果让晶圆设计公司入股,那么产能必定按照股份分配。但是晶圆设计公司比如 Nvidia 飞速增长,而持股份额并不一定会同速增长,到时产能如何分配?还不如由台积电专心代工,获得利润就扩大产能;

2. 有一次张忠谋临时给黄仁勋打电话,问他第二天有没有空见面?后来才得知,其实张忠谋当时在度蜜月,正好路过湾区;

3. 张忠谋批评很多亚洲的创业实质是为了自己当老板,而不是为了创新,他举的例子就是自己常去的理发店,一共就俩人,还闹着要分家。分完之后就在隔壁开了店,结果两人只好打价格战,最后张都不愿去那理发了;

4. 张忠谋说自己考核手下的指标只有一个,就是看客户的投诉有多少,其他指标都没有这个重要;

5. 黄问张,为何很少有创业者创业之后,还能把公司做到那么大?(黄应该没想到17年后的今天,Nvidia 也那么大,而且也是自己一手做大的)。张忠谋回说,其实自己在创办台积电之前,在德州已经做到半导体总裁,管理三万人,所以他有那么多的管理经验,而且他也享受运营大公司。所以台积电从150人开始,一步步做大,都是他享受的过程;

6. 黄问台积电有段时间发展缓慢,张如何应对?张忠谋说,只要一门生意的增产率超过一个国家的 GDP 增长率就是一门好生意,当年美国的 GDP 增长率是3%。他说公司发展总有快慢,只要增长他就开心。黄仁勋接过来说,那我也能开心了。(谁知道 Nvidia 之后发展得那么迅猛?)

https://youtu.be/u-x7PdnvCyI



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仔细听了张忠谋与黄仁勋的对谈,真金白银:

1. 为什么坚持做晶圆代工,不做合资公司?如果让晶圆设计公司入股,那么产能必定按照股份分配。但是晶圆设计公司比如 Nvidia 飞速增长,而持股份额并不一定会同速增长,到时产能如何分配?还不如由台积电专心代工,获得利润就扩大产能;

2. 有一次张忠谋临时给黄仁勋打电话,问他第二天有没有空见面?后来才得知,其实张忠谋当时在度蜜月,正好路过湾区;

3. 张忠谋批评很多亚洲的创业实质是为了自己当老板,而不是为了创新,他举的例子就是自己常去的理发店,一共就俩人,还闹着要分家。分完之后就在隔壁开了店,结果两人只好打价格战,最后张都不愿去那理发了;

4. 张忠谋说自己考核手下的指标只有一个,就是看客户的投诉有多少,其他指标都没有这个重要;

5. 黄问张,为何很少有创业者创业之后,还能把公司做到那么大?(黄应该没想到17年后的今天,Nvidia 也那么大,而且也是自己一手做大的)。张忠谋回说,其实自己在创办台积电之前,在德州已经做到半导体总裁,管理三万人,所以他有那么多的管理经验,而且他也享受运营大公司。所以台积电从150人开始,一步步做大,都是他享受的过程;

6. 黄问台积电有段时间发展缓慢,张如何应对?张忠谋说,只要一门生意的增产率超过一个国家的 GDP 增长率就是一门好生意,当年美国的 GDP 增长率是3%。他说公司发展总有快慢,只要增长他就开心。黄仁勋接过来说,那我也能开心了。(谁知道 Nvidia 之后发展得那么迅猛?)

https://youtu.be/u-x7PdnvCyI

BY DPS Main




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