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TSMC

4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 14, 2023 by Pat Gelsinger · said 31 times in 9 episodes since 2023 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (16), Max Cherney (6), Dwarkesh Patel (3), Ranjan Roy (1), Pat Gelsinger (1), Lauren Goode (1), Boris Cherny (1), Anthony Scaramucci (1)

tap a year for its mentions
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0242023202420252026episodes it came up in
0032642023202420252026episodesmentions per episode
2026 20 mentions in 4 episodes 5 per episode
2025 2 mentions in 2 episodes 1 per episode
2024 3 mentions in 2 episodes 2 per episode
2023 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about TSMC, oldest first

Dec 14, 2023 bullish
Assertion Not checkable as stated
Gelsinger: Foundry manufacturing is almost as profitable as chip design
“So this is now a very profitable business. You know, almost as profitable as the chip business itself in many respects”
Pat Gelsinger Dec 14, 2023 ▶ 12:33 Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
Jun 18, 2025 bearish
Prediction Open · timeframe Dec 2028
Patel: 4x annual compute scaling cannot continue beyond 2028
“If you look at things like how much energy is there in the country, how much how many chips can TSMC produce and what fraction of them are already being used by AI. Even if you look at like raw GDP, like how much money does the world have? How much wealth does…”
Dwarkesh Patel Jun 18, 2025 ▶ 12:27 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 26, 2026 neutral
Assertion Supported
Goode: Intel Fab 52 matches TSMC 2nm technology but at fraction of scale
“This was the Intel fab 52, which is their most advanced fab. It's a two nanometer fab, and it is on the level of what TSMC does in terms of two nanometer, but of course, at a fraction of the scale of what TSMC does.”
Lauren Goode Jun 26, 2026 ▶ 55:43 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Jul 10, 2026 neutral
Assertion Supported
Goode: Intel Fab 52 matches TSMC 2nm tech at fractional scale
“This was the Intel fab 52, which is their most advanced fab. It's a two nanometer fab, and it is on the level of what TSMC does in terms of two nanometer, but of course, at a fraction of the scale of what TSMC does.”
Lauren Goode Jul 10, 2026 ▶ 14:19 Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
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