TSMC Tainan

part of TSMC

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 3, 2026 by Dylan Patel · across every show →

Everything said about TSMC Tainan, oldest first

Feb 3, 2026 negative
Opinion
Patel: Automating TSMC cleanroom labor offers minimal economic upside
“I'm bullish on robots, like super bullish on robots, but only for like, not for tasks that have like, TSMC's Arizona fabs, or okay, let's say TSMC Tynon, which I think produces like, you know, indirectly hundreds of billions of dollars of global GDP, even dire…”
Dylan Patel Feb 3, 2026 ▶ 26:24 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
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