TSMC, every mention
1 scene (2024) · ← back to TSMC
tap a year for its mentions
every year 2024 anyone Matt Turck 8Dylan Patel 8Benedict Evans 5Andrew Feldman 3Azeem Azhar 2Michael James 1
Verbatim, from the transcripts: the passages where TSMC comes up
Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
- ▶ 25:24 Matt Turck Both Nvidia and TSMC were saying publicly recently that the demand for Blackwell chips was absolutely insane.