TSMC, every mention

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Verbatim, from the transcripts: the passages where TSMC comes up

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▶ 0:29 Harry Stebbings And then Elon Musk, as always, comes out with one of the most ambitious projects with TerraFab, where we unpack the jobs that come from it, the first real installment of 16.8 billion dollars, and just what it would mean for him in terms of…
▶ 56:42 Harry Stebbings TSMC's queue and obviously build out his own fab capabilities. 2 times in the scene

▶ 14:36 Anastasios Angelopoulos You know, so the hope is that we keep Nvidia ahead of the game so that we can retain the advantage that we have and the TSMC's to the world and our whole, that ecosystem is absolutely a national security necessity.
▶ 47:25 Anastasios Angelopoulos Like TSMC has revenue concentration.

▶ 1:05:19 Rory O'Driscoll Then you had kind of TSMC and ASML, and the truth is all the dynamics for those two companies are about the insane demand for semiconductors, which is
▶ 1:21:33 Rory O'Driscoll You had the TSMC's announcement, ASML announcement, and I was thinking, oddly enough, about different kinds of trusted supply chains. 6 times in the scene

▶ 55:24 Harry Stebbings How important is it that we have our own TSMC in the US? 5 times in the scene

▶ 7:47 Andrew Feldman Memory, after TSMC, which is right after FabSpace, memory is number two item in this, ah, number two item that's needed.
▶ 14:19 Andrew Feldman Um, and, you know, no SRAM maker, because TSMC etches it into your chip while they're making the logic. 2 times in the scene
▶ 46:45 Andrew Feldman Requires you to go through TSMC, and TSMC requires you to go through ASML or, or Samsung.
▶ 47:18 Harry Stebbings With that, how important is it that we onshore TSMC-like capabilities in companies given Taiwan's vulnerability to China? 3 times in the scene

▶ 1:39:54 Rory O'Driscoll You know, his relationship with TSMC, all that stuff, I think, was super grounded, and you just go, wow, that's a world-class executive who shipped kazillions of chips, right?

▶ 53:49 unnamed speaker If you can count the wafer starts at TSMC, you can predict NVIDIA's revenues.

▶ 16:00 unnamed speaker Build the equivalent, I think, almost 70% of the value of all of TSMC, right, in the US near the Gigafactory because across the chip need for Tesla and perceived and the potential chip need, I'm picking my words carefully, for SpaceX to… 4 times in the scene

▶ 32:22 Rory O'Driscoll I always discard, not discard, I always apply, you know, a certain discount factor to what, you know, people running the large AI model companies say about demand because they're talking their book, and even the poor fools like Oracle who… 8 times in the scene

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