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.

clear all ✕

why aren't all 2 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

Assertion Open · timeframe Sep 2023
Chip-on-Wafer-on-Substrate advanced packaging accounts for 10% to 15% of TSMC's capacity
“So COOS represents right now about 10 to 15% of TSMC's capacities, and many of the facilities are custom-built for exactly these types of chips that they're producing.”
Ben Gilbert Sep 6, 2023 ▶ 1:09:43 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Assertion Open · timeframe Jun 2022
Rosenthal: Morris Chang founded TSMC at age 56
“Morris Chang was 56 years old when he founded TSMC, and TSMC is today, I believe, the 11th most valuable”
David Rosenthal Jun 20, 2022 ▶ 37:51 The Playbook: Lessons from 200+ Company Stories · Acquired
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