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TSMC

2 statements across 1 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 26, 2025 by Carl Pei · said 9 times in 2 episodes since 2025 · across every show →

Mentions by year

brought up most by Nikhil Kamath (7), Carl Pei (2)

tap a year for its mentions
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0122025episodes it came up in
002.51522025episodesmentions per episode
2025 9 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about TSMC, oldest first

Apr 26, 2025 neutral
Assertion Supported
Pei: Apple gets TSMC's latest semiconductor batches before all competitors
“Actually, what we talked about before, they get the TSMC latest. Yeah, they get the first batch before everybody else. They get the latest technology from TSMC for Apple Silicon.”
Carl Pei Apr 26, 2025 ▶ 1:01:23 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Apr 26, 2025 negative
Assertion Supported
Sharma: China has invested for 20 years without matching TSMC
“Even see, China started their semiconductor program 20 years back. They're still not able to compete on that.”
Rahul Sharma Apr 26, 2025 ▶ 2:17:03 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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