TSMC, every mention

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Verbatim, from the transcripts: the passages where TSMC comes up

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▶ 1:50 Rene Haas Our customers are the ones who either build the chips themselves, a Samsung who's got their own fab, or the vast majority of companies that take their chip designs and go to TSMC and get them, get them taped out.
▶ 5:49 Rene Haas You need to work with, as I said, the TSMC's and Samsung's of the world.

▶ 4:43 Lip-Bu Tan Just as I explained to President Trump, TSMC, when they started, they have the Taiwan government as a shareholder.
▶ 15:14 Lip-Bu Tan So we felt that we, you know, we have a lot of respect for TSMC.
▶ 16:22 Lip-Bu Tan And so we all know about co-work by TSMC.
▶ 19:51 Lip-Bu Tan And now, semiconductor, if you look at it, Jensen is a 5.3 trillion market cap company, and then Broadcom and TSMC is two trillion market cap company, and Lisa Su, my good friend at AMD, is almost eight hundred billion, and I'm close to…
▶ 35:09 Sarah Guo This sort of industrial policy, it's led to huge successes like TSMC, right?
▶ 38:39 Lip-Bu Tan And the Foundry side, we are very distant from TSMC.

▶ 38:18 Emil Michael So, uh, you know, what kind of semiconductors besides TSMC go into sort of a data center?

▶ 6:54 Jensen Huang TSMC is building, right, SK Hynix, building a lot more plants, and so we need more chip plants.
▶ 1:07:12 Jensen Huang This is no different than NVIDIA needs wafers from TSMC, just because, you know, NVIDIA exists and, and we're doing great.

▶ 26:59 Jared Kushner Yeah, so, uh, so from a policy perspective, when we were, when I was in the White House the first time under President Trump, uh, this was part of, uh, the efforts that, that he was saying he wanted to focus on, and at his direction,…

▶ 40:19 Dylan Patel Of memory and wafers, because Huawei is still getting, uh, you know, wafers in Taiwan from TSMC through, like, shell companies, right?

▶ 27:09 Matt Garman Like, it is, it's not a short lead time, and that's several years, and, and TSMC is running fast to try to ramp up capacity, but it's not just them.

▶ 32:42 Sarah Guo CUDA has been around since 2006, but after that you have to go get capacity at TSMC, right? 6 times in the scene

▶ 21:10 Elad Gil I've heard things around TSMC capacity. 2 times in the scene
▶ 28:16 Sarah Guo You know, TSMC near monopoly to the idea of fab security in an increasingly complex geopolitical environment. 3 times in the scene

▶ 23:54 Andrew Feldman And so, TSMC, they're a fab is a pyramid in modern society. 2 times in the scene

▶ 1:17 Sarah Guo If you actually look at the supply chain, um, you go from the actual designers to, you know, the reliance on a few major foundries like TSMC, um, you know, expansion of this capacity.

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