TSMC
4 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 5, 2023 by Dylan Patel · said 11 times in 8 episodes since 2023 · across every show →
Mentions by year
brought up most by Dylan Patel (2), Doug O'Laughlin (2), Shawn Wang (1), Joseph Krause (1), Benedikt Jenik (1)
tap a year for its mentions
2026 8 mentions in 6 episodes 1 per episode
- Dylan Patel Explains the AI War While Cooking | In-Context Cooking
- Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- Faster Chips That Don't Melt — Anima Anandkumar & Benedikt Jenik, Accelerated Understanding
- The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
- 🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI
- Inside AI’s $10B+ Capital Flywheel — Martin Casado & Sarah Wang of a16z
- every mention in 2026, scene by scene →
2023 3 mentions in 2 episodes 2 per episode
Everything said about TSMC, oldest first
Dec 5, 2023 bearish
Patel: TSMC's Arizona fab still depends on Taiwan for masks and shipping
“TSMC is building a fab in Arizona. It's quite a bit smaller than the fabs in, in, in Taiwan, but even ignoring that, those fabs still have to ship everything to Taiwan back anyways. And also they have to get what's called a mask from Taiwan and get sent to get…”
Feb 26, 2026 neutral
Dylan Patel: TSMC will obey US export controls even under KMT
“Even if the KMT wins, it's not like TSMC starts disobeying American export restrictions because The way American export restrictions are upheld is that Taiwan utilizes American banking systems, American equipment industries, and so they'll still have to uphold…”
Feb 26, 2026 neutral
Dylan Patel: Political coup in Taiwan is more likely than full invasion
“What I think is most likely is that there is some sort of political coup or action. That destabilizes Taiwan in some way but doesn't actually, doesn't necessarily lead to an invasion, a full-scale invasion, and so sort of this is the best of the both worlds fo…”
Sep 4, 2026 negative
Jenik: Traditional chip design loses performance by separating digital logic and physics
“Especially when you look at the chip design itself, it was much more a, let's start in the digital, let's freeze the digital in, let's send it through some physics for a one time check, like the PDK dictates, I have to have The following feature, otherwise TSN…”