// OVERVIEW
Taiwan Semiconductor Manufacturing Company, the world's largest dedicated independent semiconductor foundry.
Discussed in
- Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
- 💾 Chip craze
- Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- Anthropic’s Safety Superpower (Stratechery Article 6-15-2026)
- Jensen Huang — GTC Paris Keynote at VivaTech
- Jensen Huang — Computex 2026 Keynote (GR00T N1.5, Cosmos 3)
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
// RECENT MENTIONS
// SIGNALS
25 SIGNALS
01
mention·Sourcery·JULY 29, 2026
“You obviously know the industry super well and you talk to companies like NVIDIA and Broadcom. They manufacture most of their products at TSMC. So they essentially outsource the manufacturing problem. The optics industry doesn't have that luxury.”
Source→02
mention·20VC·JULY 23, 2026
“NVIDIA is now TSMC's largest customer... no one in that entire supply chain has ruthlessly gouged each other. ASML has raised prices gently. TSMC has raised prices gently.”
Source→03
mention
AI-extracted from podcast / newsletter / paper summaries. May contain errors.