TSMC, every mention

mentionsepisodesper episode tap a year for its mentions

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

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▶ 5:52 Michael Hurlston I mean, I think if you, you know, you obviously know the industry super well, when you talk to companies like NVIDIA and Broadcom, they manufacture most of their products at TSMC. 2 times in the scene

▶ 39:37 Jaimin Rangwalla Um, even labor stocks, because labor's in shortage, you're seeing wage, uh, rates rise in labor, um, memory, CPUs, GPUs, even TSMC, which is one of our largest holdings, um, they're taking price too, because they just, like, we have a…
▶ 49:45 Jaimin Rangwalla TSMC does as well.

▶ 21:21 Emil Michael We're trying to have our, you know, we opened up a chip factory in Arizona that does NVIDIA, uh, you know, TSMC and NVIDIA chips.

▶ 0:43 Pete Shadbolt TSMC, ASML, SpaceX, Nvidia, OpenAI.
▶ 14:26 Pete Shadbolt The next year they go to TSMC, Foxconn, you know, Sanmina, Kisera, et cetera, all of the usual suspects of the semiconductor industry supply chain, and they place an order for a 100,000 cell phones.
▶ 21:10 Pete Shadbolt And it's baffling to me that people ask this question because just look at the most consequential, durably valuable, strategically important, geopolitically significant companies of our age, TSMC, ASML, SpaceX, Nvidia, right? 2 times in the scene
▶ 38:45 Pete Shadbolt Um, so what happens inside TSMC, what happens in an ASML EUV machine, you know, programming a 100,000 GPU Nvidia cluster, operating a Raptor engine from, uh, SpaceX or designing a payload that's going to go on a launch.
▶ 47:28 Pete Shadbolt Like TSMC, ASML, SpaceX, NVIDIA, like you earn your place in that list and they're not there yet.
▶ 1:09:53 Pete Shadbolt Everyone understands that the fact that TSMC is located in Taiwan, 3 times in the scene
▶ 1:52:12 Pete Shadbolt Um, again, I'll just emphasize that the number of people who directly interface with the products of TSMC, ASML, SpaceX, NVIDIA, like how many people do a tape out of TSMC? 2 times in the scene

▶ 21:53 Patrick McGee But, you know, TSMC is the most sophisticated, um, fabricator of chips in the world.

▶ 0:10 Augustus Doricko The TSMC plant in Arizona, they're planning to recycle a lot of the water that they use. 2 times in the scene
▶ 25:22 Augustus Doricko If you're trying to make chips, the TSMC plant in Arizona, they're recycling a lot of the water.

▶ 13:46 Molly O'Shea Is the state specification or strategy going to be closer to certain customers or is it going to be a TSMC let's go to Arizona or Ohio?
▶ 17:03 Chris Power One is basically you do the whole thing and you win and you're like TSMC or like Tesla big, or you like die getting there.

▶ 24:23 Delian Asparouhov I think more likely, ideally in the success case in 2032, when Vardis pharma factory is very large, TSMC finally realizes that they want to create a semiconductor fab up in orbit, and they come to us basically as the, you know, sort of… 3 times in the scene

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