TSMC
semiconductor foundry company headquartered in Taiwan
Every podcast mention of TSMC in one pod.
34 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning TSMC

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.

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.

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.