TSMC
3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 12, 2026 by Ben Thompson · said 36 times in 7 episodes since 2025 · across every show →
Mentions by year
brought up most by John Collison (22), Reiner Pope (7), Scott Wu (3), Daniel Gross (3), Sundar Pichai (1)
tap a year for its mentions
2026 29 mentions in 4 episodes 7 per episode
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- The history and future of AI at Google, with Sundar Pichai
- Garrett Langley of Flock Safety on building technology to solve crime
- every mention in 2026, scene by scene →
Everything said about TSMC, oldest first
Feb 12, 2026 neutral
Ben Thompson: TSMC cut capex for two years following ChatGPT's release
“ChatGPT comes out. Every hyperscaler starts investing like crazy. What does TSMC do? They actually decreased their capex year over year, two years in a row. They did, they, there was no market response from TSMC to the ChatGPT moment.”
Feb 12, 2026 bearish
Feb 26, 2026 bearish
Pope predicts supply crunches across the entire AI hardware supply chain
“The supply chain we're gonna have crunches on, on all of the supply chain, really. So if you look at the, sort of, the big components of what any company, but like us, for example, build-out there is dependency on Logic Dies from typically TSMC, maybe Samsung,…”