TSMC's 'Zero Tolerance' Strategy Mirrors Retail's Most Familiar Moat

The most valuable insight from this article is that behind TSMC CFO Huang Ren-chaung's statement "we won't give competitors any chance," it's not just slogan-shouting, but a playbook familiar to any product manager—using scaled capacity and extreme efficiency to compress competitive space until rivals can't breathe. This is essentially the same as doing smart replenishment in retail; it's not about luck, it's about systems.