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Taiwan

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · said 9 times in 4 episodes since 2022 · across every show →

Mentions by year

brought up most by Dylan Patel (5), Andrew Feldman (2), Melanie Kambadur (1), Azeem Azhar (1)

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2026 7 mentions in 2 episodes 4 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode

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Everything said about Taiwan, oldest first

Feb 5, 2026 neutral
Assertion Supported
Patel: Cumulative semiconductor CapEx in Taiwan exceeds $500 billion
“The collective total amount of, like, CapEx that has been spent in Taiwan is, like, five hundred billion plus, right? Across the industry, across all the companies that are making semiconductors in Taiwan.”
Dylan Patel Feb 5, 2026 ▶ 42:41 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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