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Verbatim, from the transcripts: the passages where TSMC comes up

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▶ 9:42 Benedict Evans Um, and so that meant that you went from having dozens of companies at the cutting edge to, you know, really just TSMC, and then Samsung and Intel a bit behind.

▶ 3:16 Benedict Evans Are the people who spent all this money going to control the whole thing, or is this going to end up more looking more like cloud or semiconductors or telcos where it's very expensive and very sophisticated, but all the cool stuff is built…
▶ 6:53 Benedict Evans And they make money, but TSMC doesn't get a percentage of every Uber trip.

▶ 3:43 Benedict Evans After all, like TSMC isn't just, you know, so, so,
▶ 4:29 Benedict Evans TSMC has a monopoly, and people don't like TSMC apps. 3 times in the scene

▶ 21:28 Benedict Evans TSMC is now the only company that makes state-of-the-art shares.

▶ 5:23 Benedict Evans What did, what does TSMC say about, you know, demand for the latest twenty-five million dollar photolithography machines?

▶ 28:34 Benedict Evans Yeah, I mean, there's, you know, I mean, there's, there's, there's, you know, Google, um, TSMC, Samsung, and Intel will spend, I don't know, a hundred, hundred and fifty billion dollars on CapEx this year.
▶ 31:01 Benedict Evans They're basically by TSMC stock.

▶ 1:12 Benedict Evans So Apple now makes better chips than Intel and TSMC. 2 times in the scene
▶ 4:48 Jay Goldberg And so TSMC is spending 40 something billion dollars in CapEx this year and Samsung doing the same and Intel is spending everything it can on CapEx. 2 times in the scene
▶ 6:10 Benedict Evans And now they pay TSMC and maybe Samsung to make these chips for them that are better than anything that Intel or Qualcomm can make.
▶ 22:56 Benedict Evans There's a TSMC plant being built, which I think is a generation behind, um, current generation. 10 times in the scene
▶ 28:22 Jay Goldberg The most advanced Chinese foundry, SMIC, Shanghai Manufacturing, is still as far behind TSMC as it was 10 years ago, if not further behind.
▶ 30:03 Benedict Evans Or is it more, it's just hard for anybody else to do what TSMC has done? 4 times in the scene
▶ 32:23 Jay Goldberg It's not, you know, it's not a three nanometer plant like TSMC is building on.
▶ 35:30 Jay Goldberg You, you can't use, you know, something, a chip that's built for four generations back, because it just won't perform the same way as Apple producing an A series on the, on three nanometer TSMC.

▶ 2:20 Benedict Evans And so you see them doing stuff that they could never have afforded to do in the past, like, you know, making their own chips, Apple, Google, Amazon, and I think Facebook may be making their own chips, or paying somebody to do something,…

▶ 10:02 Benedict Evans Um, but obviously a big topic in the last 18 months has been, um, that TSMC 5 times in the scene
▶ 13:43 Benedict Evans Now it's basically, um, I'm not a chip analyst, but you know, it's Intel and TSMC and Samsung and maybe Global Foundry, so maybe a couple of others.

▶ 1:59 Benedict Evans These chips are designed by them using architecture licensed from ARM, but you can license like a whole chip from ARM, or you can just license the underlying tech, and they've just licensed the underlying tech and designed most of it… 2 times in the scene

▶ 19:23 Benedict Evans While they design it themselves, it's manufactured for them by TSMC.

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