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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▶ 20:11 Andrew Feldman The second constraint was a process at TSMC. 2 times in the scene
▶ 33:18 Andrew Feldman It comes out of TSMC.
▶ 1:04:02 Matt Turck Are you in your old TSMC? 7 times in the scene

▶ 7:16 Benedict Evans The really kind of interesting comparison here would be TSMC. 3 times in the scene
▶ 40:16 Benedict Evans So they can't give the money to TSMC fast enough. 2 times in the scene

▶ 30:55 Dylan Patel Like TSMC for certain kinds of chemicals, a hundred percent share from Japan, right?
▶ 33:47 Dylan Patel And they had become Apple TSMC's biggest customer when they were designing the best thing and they are number one in telecom and their tech is just literally better. 2 times in the scene
▶ 37:32 Dylan Patel Well, actually they were, uh, using shell companies to get chips from TSMC and using
▶ 41:26 Dylan Patel I think TSMC is manufacturing wafers and they're like building real wafers and there's real fabs and like, you know, there's some other fabs that have been announced and like they're doing well. 4 times in the scene

▶ 25:24 Matt Turck Both Nvidia and TSMC were saying publicly recently that the demand for Blackwell chips was absolutely insane.

▶ 18:28 Azeem Azhar Do we really think that what happens in TSMC could just happen in Hoboken, um, or in Ghent, right? 2 times in the scene

▶ 18:23 Michael James It is fabricated at Taiwan Semiconductor, which is one of the world's large major fab houses.

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