The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 102 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Rosenthal: NVIDIA Hopper will be TSMC's first 4nm chip
“I think Hopper is going to be the world's first four nanometer process chip using TSMC's new four nanometer.”
Rosenthal: Nvidia and TSMC signed a multi-year foundry partnership that remains today
“The next year, the two companies sign a huge multi-year deal for TSMC to become the primary foundry for NVIDIA and still are today.”
NZS Capital: Microsoft and TSMC anchor resilient portfolio with ~10% turnover
“And so this would be a company like companies we own in the head of the portfolio, be someone like a Microsoft or a TSMC where we're not looking for like value stocks or kind of like cheap companies. We're looking for companies that are healthy growers that we…”
Bathgate: TSMC never exceeds a 10% portfolio position due to geopolitical risk
“I mean, I guess it'll never be our, like, a 10% position for that reason as there is always this risk”
ASML took nine years between first EUV shipment and high-volume production
“They shipped the first EUV tool in 2010 to TSMC, and EUV didn't even really start high volume, and this was after, you know, a decade of R&D already, but then they didn't start high volume manufacturing on EUV until 2019. So they had, like, almost a decade of …”