TSMC

“So you see TSMC building fabs in, in Arizona. We're partnering with them.”

“I think the desire, like the economic pressure given two trillion of market cap and More demand than NVIDIA can support is higher than ever, but I think the moat is actually really, really deep.”

“And so I'm increasingly wondering whether Japan emerges as sort of a second source location and part to geopolitically hedge Taiwan.”

“Look, I think we're probably going to be in a constrained world for the next little bit of time. Just, you know, that some of these things are, they take time. Like, look how long it takes to build a semiconductor fab. Like, it is, it's not a short lead time, …”

“Huawei is still getting you know, wafers in Taiwan from TSMC through, like, shell companies, right?”

“When I was in the White House the first time under President Trump this was part of the efforts that, that he was saying he wanted to focus on, and at his direction, actually, I reached out to TSMC and was in touch with them then to Push them to try and start…”

“And the Foundry side, we are very distant from TSMC. And then in terms of their performance, so that's we have to be humble looking at building the building block, like I mentioned earlier, the IP, the yield, the defect density, and the cycle time to make it m…”