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
Poolside’s Model Factory, Laguna S, Open Models, and the Race to AGI — Eiso Kant, Poolside AI
Latent Space
Mentioned as a company even further down the supply chain than NVIDIA, producing the chips essential for AI compute.
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | The GPU Economy
Stanford Online
Taiwan Semiconductor Manufacturing Company, a primary player in the global semiconductor supply chain, particularly for advanced chip manufacturing.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In Podcast
A leading semiconductor manufacturing company, part of the chip index.
Faster Chips Designs That Don't Melt — Anima Anandkumar & Benedikt Jenik, Accelerated Understanding
Latent Space
A semiconductor manufacturer mentioned in the context of PDKs (Process Design Kits) and manufacturing requirements for chip design.
Professor Jiang Predicts: Japan Is About To Go To War
The Diary Of A CEO
The main semiconductor company in Taiwan, opening a $20 billion factory in Arizona, indicating a potential relocation of Taiwanese semiconductor industry to the US.
Jensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)
All-In Podcast
Mentioned as a crucial partner in NVIDIA's supply chain, responsible for chip manufacturing.