TSMC, every mention
3 scenes (2026) · ← back to TSMC
tap a year for its mentions
every year 2026 anyone Pete Shadbolt 11Delian Asparouhov 3Augustus Doricko 3Michael Hurlston 2Jaimin Rangwalla 2Philip Clark 1Patrick McGee 1Molly O'Shea 1Emil Michael 1Chris Power 1
Verbatim, from the transcripts: the passages where TSMC comes up
Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- ▶ 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
Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- ▶ 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.