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Taiwan

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Mar 7, 2022 by Benedict Evans · said 17 times in 6 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (13), Jay Goldberg (3), Toni Cowan-Brown (1)

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008215320202021202220232024episodesmentions
02320202021202220232024episodes it came up in
002.51.55320202021202220232024episodesmentions per episode
2024 1 mention in 1 episode
2022 14 mentions in 3 episodes 5 per episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Taiwan, oldest first

Mar 7, 2022 neutral
Assertion Supported
Evans: TSMC manufactures roughly 75% of current-generation semiconductor chips
“TSMC Really in the last five years moved from being one of many players in chips to dominating cutting into chip. So, you know, current generation chips are, I forget the number, three quarters TSMC.”
Benedict Evans Mar 7, 2022 ▶ 10:02 Ukraine
Dec 19, 2022 neutral
Prediction Not checkable as stated
Goldberg: TSMC's Arizona fab will remain dependent on Taiwan's expertise
“It doesn't mean the U.S. Actually can do advanced chips because that plant is going to be entirely dependent on expertise and knowledge base from the mothership in Taiwan.”
Jay Goldberg Dec 19, 2022 ▶ 26:02 Why are chips interesting again?
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