TSMC, every mention
46 scenes (2026), the whole family · ← back to TSMC
tap a year for its mentions
every year 2026 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