Mentioned On
Episode Mentions
Sharp Tech with Ben Thompson · Jan 23, 2026
(Preview) A Call to Action for TSMC’s AI Customers, Wall Street’s Netflix Anxiety, Q&A on Tech’s Cignetti, OpenAI, Starbucks
“Alternative foundry with limited legacy chip capacity; discussed as insufficient for current AI demand”
TSMC Capacity Constraints and AI InfrastructureSemiconductor Foundry Pricing StrategyIntel 14A Process Technology and Credibility
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