TSMC, every mention
9 scenes (2026) · ← back to TSMC
tap a year for its mentions
every year 2026 anyone Matt Turck 8Dylan Patel 8Benedict Evans 5Andrew Feldman 3Azeem Azhar 2Michael James 1
Verbatim, from the transcripts: the passages where TSMC comes up
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 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
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- ▶ 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
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 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