TSMC

“70% of the advanced chips come out of Taiwan, companies like TSMC.”

“They will invade at Taiwan. I've said this before, but I think that they will, and we will have no choice except to deploy troops into Taiwan, because in the absence of the silicon that we need from TSMC and a couple of other manufacturers there, we have zero …”

“TSMC basically took the many, this idea of outsourcing manufacturing assets that Intel did with TSMC in the beginning, Created that business and moved most of our high technology and chips off and offshore into Taiwan. This is like a terrible idea.”

“Then at 2:38 PM, Trump announces a hundred billion dollar investment from TSMC in American fabs.”

“For example, last year, there was a case where TSMC was discovered to have produced something like three million chips that went into the Huawei Ascend nine, 10 C chips.”

“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”

“TSMC wants to build a gigantic fab system in Arizona, and I think it might be able to, Produce up to seven percent of the chips that the United States needs, and they're dealing with local building inspectors.”

“TSMC is a twenty-four-seven operation where if a line goes down or a customer's got a problem, not only are the technicians need to be ready to go, the engineers need to be ready to go, and that is something that, ah, I think we've lost the muscle memory insid…”

“Once you fall behind in chips, it's very, very difficult to catch up because the cycle gets on top of you. TSMC now has the best fabs in the world. The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC. TSMC gets better at what they're building…”

“So instead of building sixty billion, you build a hundred and sixty billion. And we agreed.”

“Five to one, and now it's more like seven to one in terms of wafers, you know, to TSMC to Intel.”