TSMC
semiconductor foundry company headquartered in Taiwan
Every podcast mention of TSMC in one pod.
54 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning TSMC
Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal
Latent Space
A semiconductor manufacturer mentioned as a bottleneck in the supply chain.
Salvation or a Coup? Washington D.C. Is Under Siege | Tom Bilyeu Show
Tom Bilyeu
Taiwan Semiconductor Manufacturing Company, mentioned as a crucial entity for chip production, and a point of negotiation or potential conflict between the US and China.
Webinar: Regulating at the Speed of AI with Francis Fukuyama and Nate Persily
Stanford Online
A crucial company in Taiwan for AI supply chains, providing advanced semiconductor manufacturing solutions.
Cory Bookers Goes Nuclear, American Eagle's Controversial New Ad, AI news, And Your Comments
Tom Bilyeu
Will produce Tesla's A15 chips, initially in Taiwan and then in Arizona, supporting America's rise as a semiconductor hub.
Visiting Taiwan w/ Jensen Huang | Lex Fridman
Lex Fridman
Taiwan Semiconductor Manufacturing Company, a strategic partner in reindustrializing the US and a key player in the semiconductor industry.
E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
All-In Podcast
Taiwan Semiconductor Manufacturing Company, a leading chip manufacturer in Taiwan. Its critical role in global advanced chip supply (70%) makes Taiwan's defense vital for the U.S. economy and national security.
Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter
Latent Space
Taiwan Semiconductor Manufacturing Company, mentioned as one of the sole winners in the supply chain stack for AI chips.
Ask These Questions Before Starting An AI Startup
Y Combinator
Mentioned as a company with deep, often tacit knowledge in semiconductor manufacturing that frontier LLMs currently lack.
Jensen Huang: NVIDIA - The $4 Trillion Company & the AI Revolution | Lex Fridman Podcast #494
Lex Fridman
Taiwan Semiconductor Manufacturing Company, the world's largest dedicated independent semiconductor foundry; mentioned as a key bottleneck due to advanced packaging like CoWoS, but also lauded for its technology and culture of trust.
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
All-In Podcast
Taiwan Semiconductor Manufacturing Company, mentioned for its market valuation, close to SpaceX's potential valuation.
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
All-In Podcast
Taiwan Semiconductor Manufacturing Company, mentioned as having taken the lead in semiconductor manufacturing globally.
Ray Dalio’s Chilling WW3 Prediction & Claude Mythos Threatens The Entire Internet
Tom Bilyeu
Building a large facility in Arizona to produce semiconductor chips, aiming for 20-30% of US chip needs by 2030, reducing reliance on Taiwan.
The Strait Of Hormuz Is Closed and Are We On The Brink Of Revolution?
Tom Bilyeu
A company that has secured a lot of available helium to continue chip manufacturing, indicating the impact of geopolitical events on the tech industry.
How to Invest for Beginners (2026)
Ali Abdaal
Taiwan Semiconductor Manufacturing Company, mentioned as a global investment included in funds like the Vanguard Footsie Allworld Index Fund.
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
All-In Podcast
Taiwan Semiconductor Manufacturing Company, whose facilities require HVAC systems that could be impacted by California's manufacturing decline.
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
All-In Podcast
Taiwan Semiconductor Manufacturing Company, discussed in relation to its facility in Arizona and China's domestic semiconductor manufacturing efforts.
Mohnish Pabrai: How to be a top 1% investor
My First Million
World's largest dedicated independent semiconductor foundry, identified as a 'pickaxe maker' that all AI companies must pass through.
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Infrastructure, Capstone Case
Stanford Online
Taiwan Semiconductor Manufacturing Company. Discussed for its critical role in wafer allocation and its strategy of supporting multiple customers, which necessitates diverse chip varieties.
Stanford CS153 Frontier Systems | The Discipline of Delivering Value per Gigawatt
Stanford Online
Taiwan Semiconductor Manufacturing Company, a key supplier in the semiconductor industry, discussed in the context of supply chain and vendor diversification.
FINAL WARNING: "This Is How AI Will END The Middle Class Forever" - Prepare Now | Mo Gawdat
Tom Bilyeu
The world's largest dedicated independent semiconductor foundry, mentioned for its investment in US manufacturing as an 'escape valve' against potential Chinese reintegration with Taiwan.
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
All-In Podcast
A crucial manufacturer for designing advanced chips like those needed by OpenAI, contrasted with the lack of a similar entity for memory production.
🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI
Latent Space
A company mentioned in the context of holding off on new ASML tools until through 2029 production.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
All-In Podcast
Taiwan Semiconductor Corporation, mentioned as a major global company that SpaceX briefly surpassed in market capitalization.
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
All-In Podcast
Taiwanese Semiconductor Manufacturing Company, a leading chip manufacturer that adopted a foundry model, becoming crucial for many tech companies and surpassing Intel in wafer production.