TSMC, every mention

mentionsepisodesper episode tap a year for its mentions

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

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▶ 1:12:23 Gavin Baker And if you have a TSM allocation, you're going to be sold out.

▶ 0:27 Matt Bornstein NVIDIA, TSMC, Google. 2 times in the scene
▶ 19:10 Matt Bornstein Put unconventional in the context of the broader industry for me, like Nvidia, TSMC, Google, are, are these, um, you know, potential allies for unconventional? 3 times in the scene

▶ 6:48 Dylan Patel This was when they just passed Apple to be TSMC's largest customer. 6 times in the scene
▶ 17:01 Dylan Patel Intel and Samsung are really good, and TSMC is just amazing.
▶ 19:28 Dylan Patel They, they passed Apple up in TSMC orders, they passed Apple up in phone market share, um, not in the US, but, like, in many parts of the world.

▶ 13:59 Oren Cass Uh, you know, we've already seen TSMC as one example, in fact, say that they are slowing investment in Japan to invest

▶ 0:06 Dylan Patel They're gonna have better negotiations with whether it's TSMC or SK Hynix and the memory and silicon side or all the rack people or, like, copper cables, everything.
▶ 33:44 Dylan Patel They're gonna have better negotiations with whether it's TSMC or SK Hynix and the memory and silicon side or all the rack people or like copper cables, everything.
▶ 49:05 Dylan Patel They think, I think industry generally agrees that Intel is further along, uh, you know, the sort of the two nanometer class process technology than Samsung is, uh, but both are way behind TSMC. 7 times in the scene

▶ 51:50 Dwarkesh Patel Um, for maybe five more years, you could have, you could keep increasing the share of energy that we're spending on, uh, uh, training data centers or the fraction of TSMC's leading edge nodes.

▶ 22:38 Matt Bornstein Ok, like NVIDIA has sort of a moat because chip designs are hard to copy, but if you go sort of up or down, they're all sort of manufactured at the same place, right, at TSMC.

▶ 5:04 Erin Price-Wright I mean, I think that, that when you look at, for example, the recent results that came out about the TSMC factory in Arizona, there's a whole class. 2 times in the scene

▶ 27:55 Lisa Su You know, TSMC, uh, is, uh, our, uh, you know, main manufacturing partner for advanced node technologies.

▶ 4:09 Guido Appenzeller Intel will, uh, make strips on their own foundries, but, but most companies manufacture with Taiwan Semiconductor TSMC, right? 3 times in the scene

▶ 14:43 Jacob Helberg You talked recently about TSMC and the threat of a Chinese invasion of Taiwan. 2 times in the scene

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