// OVERVIEW
Taiwan Semiconductor Manufacturing Company, the world's largest dedicated independent semiconductor foundry.
Discussed in
- Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
- Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
- Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
- Why smarter AI models could drive up compute prices 10x
- 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]
- President Trump Softens on Anthropic
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
// RECENT MENTIONS
// SIGNALS
34 SIGNALS
01
mention·Uncapped with Jack Altman·SEPTEMBER 15, 2026
“the actual making of the fab is skills that only TSMC has. And even there, they can't do 12 at once.”
Source→02
mention·Uncapped with Jack Altman·SEPTEMBER 15, 2026
“What Sam's really good at and I think is so hard is he saw an exponential and wasn't afraid... Everybody else was afraid... I think we got it wrong. I think TSMC got it wrong. I think Nvidia got it wrong. Everybody, the memory guys got it wrong. We all got it wrong except Sam.”
Source→03
mention
AI-extracted from podcast / newsletter / paper summaries. May contain errors.