TSMC, every mention
31 scenes (2025), the whole family · ← back to TSMC
tap a year for its mentions
every year 2025 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
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.