TSMC, every mention
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every year anyone John Coogan 54Ben Thompson 10Jordi Hays 7Tae Kim 5Jordan Schneider 4Thomas Laffont 3Dylan Patel 2Delian Asparouhov 2Aaron Ginn 2Tyler Cosgrove 1
Verbatim, from the transcripts: the passages where TSMC comes up
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
- ▶ 3:22 Jensen Huang You know, if, if the wafers that we buy from TSMC are incredibly profitable, there's incredible demand for it, I'm going to want to buy a lot more.
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
- ▶ 27:36 John Coogan Taiwan's TSMC, which makes more than 90% of the world's most sophisticated chips, including those who have been used in the booming AI sector, now have at least the prospect of a credible alternative supplier.
RSI Is Closer Than People Think, Per Tae Kim
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- ▶ 15:47 Tyler Cosgrove Got to talk about TSMC.
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
- ▶ 14:10 unnamed speaker Lost their position as kings of the supply chain and most favored customer of TSMC.
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- ▶ 23:28 unnamed speaker He's going to come on the show, but, uh, four of the five were very, very like reasonable, you know, anthropic's going to be bigger and, uh, you know, TSMC is going to face more comp, more competition.
SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
- ▶ 17:50 unnamed speaker It's like the, the, uh, TSMC plan in Arizona.
- ▶ 19:28 John Coogan Way different than what's happening at TSMC with two and three nanometers.
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
- ▶ 10:42 unnamed speaker A 128 K context will certainly not be acceptable for long, especially with the prevalence of agentic workloads, and it doesn't look like there's a simple solution of just scaling the wafer size larger, because TSMC is set up with a…
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- ▶ 1:31 unnamed speaker Of course, Intel and Apple have been longterm partners for the nineties, 2000, up until the Apple Silicon program where, uh, they started going, Apple started going direct to TSMC. 6 times in the scene
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
Jensen on Dwarkesh, Cursor x XAI, Netflix Stock Sinks | Diet TBPN
- ▶ 6:54 unnamed speaker And they have an incredible amount of, of, uh, supply chain guarantees from TSMC and, uh, across memory and all the other different pieces of supply chain. 4 times in the scene
- ▶ 13:59 unnamed speaker He also can't be AGI pilled enough because at the end of the day, he is an intellectual property company in the business of sending a file to TSMC.
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
- ▶ 13:49 unnamed speaker Is there any way you could get off of TSMC? 4 times in the scene
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
- ▶ 35:53 Thomas Laffont From a semiconductor, GPUs, memory, TSMC. 3 times in the scene
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
- ▶ 10:36 unnamed speaker It feels like TSMC is not ramping CapEx nearly fast enough over the next few years, and if we see another 10 X increase in compute demand, ah, we could be really constrained on the leading edge FAB side, ah, so how do you think NVIDIA is… 4 times in the scene
- ▶ 15:37 Tae Kim Because TSMC is so short that, you know, Elon needs to find, but even then, like, how are they going to buy, like, semi-cap equipment from ESML and AMAT? 4 times in the scene
Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN
- ▶ 7:02 Turner Novak They do the manufacturing, the TSMC fabs it, and like, there's a million other pieces of the value chain, but for this one little slice, they have to pay ARM, and ARM just takes that and says, thanks.
SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
- ▶ 6:16 John Coogan There's a lot of patents that have been licensed to ASML, to TSMC.
Elon's Moon Mass Driver: Here's How He'll Do It
- ▶ 7:08 John Coogan To ASML, to TSMC, and so we do have the ability to pull levers and strings to sort of limit those, especially if they're packaged by NVIDIA, an American company.
Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN
- ▶ 1:14 John Coogan It's still Samsung actually making that, uh, OLED display, but they're second in smartphones to iPhone, uh, to the iPhone and Apple, and they're second in the semiconductor foundry business to TSMC. 5 times in the scene
Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN
Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
- ▶ 14:22 John Coogan Yeah, so chip on wafer on substrate, that is TSMC's secret sauce. 4 times in the scene
- ▶ 24:16 Jordi Hays TSMC is planning ahead, working on a fab complex in Arizona, which Tyler visited.
The Remarkable AGI Predictions of Daniel Gross
- ▶ 16:34 unnamed speaker Yeah, so chip on wafer on substrate, that is TSMC's secret sauce, that is the 3 times in the scene
- ▶ 38:37 unnamed speaker Samsung in, in SK Hynix in South Korea, and Taiwan TSMC, and, and America. 4 times in the scene
- ▶ 43:34 unnamed speaker TSMC is planning ahead, working on a fab complex in Arizona, which Tyler visited.
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
- ▶ 15:49 unnamed speaker Because there are three players, it's not just TSMC in this case, um, it does feel like there'll be more pricing competition and, and there's more of a race to build capacity. 2 times in the scene
- ▶ 17:49 unnamed speaker The site is located on Tainan's Anding District, adjacent to the F-Eighteen fab, and covers
FULL BREAKDOWN: Apple’s 7 New Devices
- ▶ 22:30 unnamed speaker Because there are three players, it's not just TSMC in this case, um, it does feel like there'll be more pricing competition, and 2 times in the scene
Netflix’s Next Move, Zuck’s $170M Florida Mansion, the Billionaire Tax Push | Diet TBPN
FULL INTERVIEW: Ben Thompson on Anthropic v. DoW
- ▶ 4:30 Ben Thompson The optimal thing would be to just bomb TSMC out of existence, because suddenly that becomes optimal, even with all the costs that that does, and then what?
- ▶ 6:09 Ben Thompson I have advocated the opposite, that number one, not only should we, should we be selling chips to China, and a generation or two behind, which has always been sort of our standard practice with chips, we should also be allowing Chinese… 3 times in the scene
Nvidia Earnings, Paramount Emerges Victorious, Block Layoffs | Diet TBPN
- ▶ 3:51 John Coogan The second order effect that I think was interesting that Doug O'Loughlin flagged for us was that even if TSMC does scale up magically or, you know, they, they figure out how to 2 times in the scene
Nvidia CRUSHES Earnings. So Why Did the Stock Crash?
- ▶ 4:10 unnamed speaker The second order effect that I think was interesting that Doug O'Loughlin flagged for us was that even if TSMC does scale up magically or, you know, they, they figure out how to build another fab, Arizona increases capacity, even if Nvidia… 2 times in the scene
FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
- ▶ 5:45 unnamed speaker Just look at, like, TSMC in Arizona.
The AI chip squeeze, Dirty Soda mania, OCC approves Palmer Luckey’s Erebor | Diet TBPN
- ▶ 7:07 unnamed speaker These fabs cost tens of 1,000,000,030, 50, 75, eighty billion I've seen to build, and it takes three, four, sometimes five years to go from breaking ground to actually getting up to producing volume, and we have like the perfect example of… 9 times in the scene
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 12:41 unnamed speaker And they're fabbed at TSMC. 3 times in the scene
- ▶ 15:40 unnamed speaker TSMC risk. 5 times in the scene
- ▶ 26:31 Dylan Patel 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 directly it's like still tens of billions of dollars, has like five, 10,000 people in… 2 times in the scene
Moltbook and the Zombie Internet
- ▶ 10:07 John Coogan Yeah, so no mentions of Stratechery, no mentions of Dwarkesh, no mentions of TSMC, Abilene, Amadei, TPU. 4 times in the scene
Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
- ▶ 7:37 John Coogan So no mentions of Stratechery, no mentions of Dwarkesh, no mentions of TSMC, Abilene, Amade, TPU. 4 times in the scene
The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN
- ▶ 10:23 unnamed speaker Taiwan semiconductor last week spent, uh, two hundred million dollars at a public auction to buy 900 acres of land adjacent to its existing Arizona property, which will reportedly be used for the planned new facilities. 2 times in the scene
ChatGPT Turns Three, OpenAI x Thrive, David Sacks vs. The New York Times | Diet TBPN
- ▶ 6:05 unnamed speaker The top 10 right now, Tesla sitting at 10, TSMC at nine, eight is Saudi Aramco, seven Meta, and then six.
Elon's Trillion Dollar Pay Package | Diet TBPN
- ▶ 19:00 unnamed speaker Morris Jang at TSNC is like, no, I actually, I'm fine.
Jared Isaacman Back In The Cockpit at NASA | Diet TBPN
- ▶ 22:18 unnamed speaker I regard TSMC Arizona as like a win for American dynamism.
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 32:02 David Rosenthal We're gonna do TSMC.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 18:26 John Coogan When ASML, which makes the lithography machines that go sit at TSMC and actually make the chips that Nvidia designs, ASML, the Dutch company, they did what's called a customer co-investment program. 3 times in the scene
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 20:40 John Coogan And then, and then on the leading edge, like, it seems like it's TSMC and Samsung, like Tesla's going with Samsung and those will be in the United States. 3 times in the scene
- ▶ 37:44 Jordi Hays Given how badly it trails industry leaders like TSMC, it is difficult to switch semiconductor manufacturers because the processes are specialized and have to be planned out years in advance. 2 times in the scene
- ▶ 45:52 John Coogan Like, I don't think the government's equipped to make the decision on how they should position against TSMC, where they fit in Apple Silicon versus TPU versus Tranium. 2 times in the scene
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:20:04 John Coogan Yeah, so the other hyperscalers are working on ASICs that are alternative to NVIDIA GPUs, but they all seem to be following the similar path, trying to get line time at TSMC, not fully at scale.
- ▶ 1:33:40 John Coogan And TSMC after it failed to anticipate the surge in demand for the powerful chips fueling the artificial intelligence boom.
- ▶ 1:39:51 John Coogan Now, the problem is that Intel is still more expensive than TSMC on a normalized per wafer basis. 4 times in the scene
- ▶ 1:42:49 John Coogan So the, the, the semiconductor manufacturing process is so precise that apparently a TSMC, like if there's an earthquake or anything like that, everyone, they don't even need to send out a notification. 6 times in the scene
- ▶ 1:48:13 John Coogan Just, and semi-analysis says, just like that, we could be talking about a TSMC monopoly, and the death of American-made semiconductors forever.
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 2:18:58 Ben Thompson TSMC made all the mobile chips for everyone, and guess what happened? 6 times in the scene
Apple Considers New AI partnership
- ▶ 0:57 John Coogan Apple has enough of a relationship with TSMC that they could go and do kind of like, ah, you know, the, the, the A three, the A, or the, ah, the Apple Silicon, you know, the M two chip, the M three chip, like the M four chip, they could do… 2 times in the scene
Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
- ▶ 1:57:27 George Hotz Uh, tier two, or like TSMC, ASML, Samsung, Intel, right?
We Went to DC to Interview Tech's Power Players
- ▶ 19:16 Augustus Doricko Um, particularly like the teams, the TSMC plant in Arizona, nobody knows where the water for that's going to come from.
The Risk of Losing the Moon to China | Delian Asparouhov on TBPN
- ▶ 3:58 Delian Asparouhov Think of those like the factories that, you know, sort of make the, you know, sort of chips and they're obviously, you know, TSMC is, you know, sort of best in class. 2 times in the scene
- ▶ 7:05 unnamed speaker Because we've seen the efforts of TSMC, NVIDIA came out, uh, and is basically doing, I, I read it as marketing, they came out a couple days ago and said, NVIDIA to manufacture American-made AI supercomputers in the US for the first time,
Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
- ▶ 29:16 unnamed speaker Uh, how real do you feel the yield coming out of TSMC Arizona is, or is it marketing to the admin that, hey, we're doing what you want, uh, and NVIDIA coming out and saying they're gonna make Blackwell chips in the US, you know, it's hard… 3 times in the scene
Building GPUs Is Easier Than You Think | Aaron Ginn on TBPN
- ▶ 2:14 Aaron Ginn They're talking about the, the reshoring thing with the SMC and Foxconn.
- ▶ 9:51 Aaron Ginn So, uh, so we should focus on deregulation and then subsidizing actual development here, so then giving tax breaks for people to use the Intel Foundry or TSMC's Foundry, um, to like, like restore.
Why Industrialization WON'T Create New JOBS | Samuel Hammond on TBPN April 8th
- ▶ 22:55 Samuel Hammond They wouldn't make it like this, you know, everything bagel, you know, we're going to build TSMC chips, but then also like, you know, rehabilitate justice involved individuals.
Jordan Schneider (ChinaTalk) On the US-China Power Struggle
- ▶ 20:26 Jordan Schneider And kind of ever since Huawei, uh, the China's leading chip designer and SMIC, the, uh, kind of analog to TSMC have been trying to push back against that, you know, fight through loopholes and, um, make the, uh, the sort of level of chips 4 times in the scene
The Future of Artificial Intelligence
DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
- ▶ 34:22 John Coogan Microsoft, Amazon, Meta, Google, and Apple, they all have their own internal silicon projects where basically they go to TSMC and say, Hey, this is the workload that we need.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 17:27 John Coogan It's, it's fabbed at TSMC, I believe.
- ▶ 35:17 John Coogan Uh, a lot of people would say, hey, Nvidia, you're an American company.
Trump Coin Takeover (What's Next for Crypto)
- ▶ 7:24 unnamed speaker And so when you hear about TSMC making Apple Silicon, uh, Apple Silicon is a chip that is very power efficient because it runs off of the ARM architecture, which is, uh, designed for, like, 2 times in the scene
The END of TikTok?
- ▶ 1:18:58 John Coogan TSMC, we can rebuild.
Year of Tech in Review (ep25)
- ▶ 13:54 Jordi Hays The other thing to highlight under here that was seemingly monumental, uh, was TSMC actually starting to produce chips here in America. 2 times in the scene
You are NOT a Lottery Ticket (Peter Thiel Breakdown)
- ▶ 1:01:43 unnamed speaker That's literally the story of TSMC. 2 times in the scene
Inside Facebooks Secret "Red Book" (ep18)
- ▶ 2:35:34 John Coogan I mean, that's even the story of TSMC, right? 2 times in the scene
Who's Getting Rich Off Ozempic? (e12)
- ▶ 3:02:31 Jordi Hays Obviously, there's incredible IP, but we, we know it's a thin wrapper around TSMC. 2 times in the scene
The Secret Billionaire Party (ep6)
- ▶ 2:00:24 John Coogan And the average tech person, like, only understands the supply chain, like, maybe in chips, in the sense that they know that, like, you know, OpenAI is partnered with Microsoft, who is a hyperscaler, who builds a data center that buys… 2 times in the scene