TSMC

“There's no way we can just let the CCP come to control TSMC's production capacity or take it offline or destroy it. It would hand them the ability to economically blackmail the entire world, dictating who gets to participate in the modern economy and who doesn…”

“Governor Katie Hobbs has introduced this big apprenticeship. Program, where they're helping to train new semiconductor manufacturing employees alongside folks who have come over from TMC.”

“For maybe five more years, you could have, you could keep increasing the share of energy that we're spending on training data centers or the fraction of TSMC's leading edge nodes. Wafers that we dedicate to making AI chips, or even the fraction of GDP that we …”

“They think, I think industry generally agrees that Intel is further along you know, the sort of the two nanometer class process technology than Samsung is but both are way behind TSMC.”

“We've already seen TSMC as one example, in fact, say that they are slowing investment in Japan to invest More quickly in the U S”

“Yeah, well, like, I mean, like, every other, like, Huawei's beat Apple, right? They passed Apple up in TSMC orders, they passed Apple up in phone market share not in the US, but, like, in many parts of the world. Before the bans came down, and then even now th…”

“They were able to acquire three million chips, 2.9 million chips from TSMC through these other entities, right? Roughly five hundred million dollars worth of orders”

“TSMC is absolutely going to be a partner forward, you know, met with them recently and, you know, we want to work closely with them to make sure we get what we need, get fast turnaround times to prototype and all of that.”