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TSMC

4 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 24, 2025 by Raja Manickam · said 24 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (11), Raja Manickam (10), Ashmeet Sidana (3)

tap a year for its mentions
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01220252026episodes it came up in
005110220252026episodesmentions per episode
2026 5 mentions in 2 episodes 3 per episode
2025 19 mentions in 2 episodes 10 per episode

every mention, scene by scene, with the transcript →

Everything said about TSMC, oldest first

Jan 24, 2025 neutral
Assertion Partly supported
Manickam: TSMC is the only game in town for leading-edge nodes
“If you want to go into the highest node possible, you have to, you know, TSM is the only game in town.”
Raja Manickam Jan 24, 2025 ▶ 19:19 Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam
Jan 24, 2025 neutral
Prediction Not checkable as stated
Manickam: It will take India 20 years to match TSMC's manufacturing
“Now on the manufacturing, you know, if you want to be like a TSMC, it's probably going to take 20 years.”
Raja Manickam Jan 24, 2025 ▶ 53:09 Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam
Jun 20, 2025 neutral
Assertion Partly supported
Manickam: Thousands of small companies in Taiwan support TSMC with $5M–$10M revenues
“If you look at Taiwan, there are thousands and thousands of companies supporting DSMC and all that, you know, and their sales may be 10,000,005 million a year.”
Raja Manickam Jun 20, 2025 ▶ 1:23:10 WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
Jun 20, 2025 bearish
Prediction Open · timeframe Jun 2035
Manickam: India Reaching 3nm Chip Manufacturing in 10 Years Is Very Optimistic
“Definitely. I mean, 10 years is a good, you know, is very optimistic.”
Raja Manickam Jun 20, 2025 ▶ 1:19:12 WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
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