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 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lutnick: TSMC agreed to increase US investment from $60B to $160B
“So instead of building sixty billion, you build a hundred and sixty billion. And we agreed.”
Chamath: US will deploy troops to defend TSMC when China invades Taiwan
“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 …”
Haas: US has lost muscle memory for 24/7 semiconductor manufacturing
“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…”
Haas: TSMC's compounding manufacturing advantage makes catching up nearly impossible
“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…”
Sacks: TSMC produced three million chips for Huawei Ascend 910C processors
“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.”
Gelsinger: TSMC produces seven times as many semiconductor wafers as Intel
“Five to one, and now it's more like seven to one in terms of wafers, you know, to TSMC to Intel.”
Bessent: TSMC's Arizona fab system could supply 7% of US chips
“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.”
Lisa Su: AMD produced its first 4nm chips at TSMC Arizona
“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”
Gracias: Offshoring US chip manufacturing to TSMC was a terrible idea
“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.”