TSMC, every mention

mentionsepisodesper episode tap a year for its mentions

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

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▶ 11:01 Alex Kantrowitz When we think about the position of Taiwan and Taiwan, a semiconductor in this world, you know, the fact that it's in this like tenuous geopolitical place is something people tend to be like, oh, okay, and then move on right away. 8 times in the scene
▶ 14:25 Lauren Goode 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.

▶ 52:24 Alex Kantrowitz When we think about the position of Taiwan and Taiwan, a semiconductor in this world, you know, the fact that it's in this like tenuous geopolitical place is something people tend to be like, oh, okay, and then move on right away. 3 times in the scene
▶ 53:43 Max Cherney And he said he would, which could be catastrophic for TSMC and the modern world again. 6 times in the scene

▶ 49:24 Boris Cherny You can think of another example, let's say, you know, like a TSMC or some kind of like chip manufacturer.

▶ 7:19 Ranjan Roy I at least walked away when he was talking about like, you know, like their relationships with suppliers and TSMC over 30 years and always being able to deliver expansion of capacity and like, like that was the argument.

▶ 12:27 Dwarkesh Patel Um, if you look at things like how much energy is there in the country, how much, uh, how many chips can TSMC produce and what fraction of them are already being used by AI.

▶ 54:07 Anthony Scaramucci You could have said to people, hey, I'm going to give you a fifty-year tax abatement, you know, and here's U.S. federal land, and we're going to build a city, we're going to put plumbing and architecture and a power plant, and we're going…

▶ 6:07 Alexandr Wang Um, you know, the, the kind that Nvidia, uh, produces out of TSMC's factories or TSMC's fabs, um, in Taiwan.

▶ 18:45 Dwarkesh Patel The components that the need for these GPUs, uh, COOS and HBM, uh, they just weren't able to get enough allocation or get, uh, TSMC to build facilities for these, because TSMC was like, I don't know if we buy all this AI stuff, but, uh,… 2 times in the scene

▶ 10:41 Alex Kantrowitz Um, people are talking a lot about TSMC, Taiwan Semiconductor, and the fact that a, like, I think during COVID a lot of people realized that it was a strategic liability to have core manufacturing for the U S be done offshore. 5 times in the scene
▶ 19:16 Pat Gelsinger I want to become a foundry for them, just like they use TSMC today.

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