TSMC

“Broadcom and TSMC is 2 trillion market cap company.”

“The most economic value has flown to compute... the biggest beneficiaries have been Nvidia, TSMC, and the memory makers (SK hynix, Samsung, and Micron).”

“TSMC is investing like $150 billion into building American fabs. They've already invested $40 billion or something like that, $60 billion last time I checked.”