TSMC
Mentioned in 146 analyzed podcast episodes across 10 shows
A Taiwanese semiconductor manufacturer that produces the majority of advanced chips globally, controlling roughly 90% of the advanced node market. Widely discussed across podcasts as a critical bottleneck in AI chip supply chains and a geopolitical vulnerability, particularly regarding potential Chinese military action and the company's capacity constraints limiting AI infrastructure expansion. Also noted for manufacturing chips for major clients like Apple and for planned U.S. fab expansion in Arizona.
Mentioned On
Episode Mentions
Bloomberg Tech · Jul 16, 2026
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
“World's largest contract chipmaker raised sales outlook but announced $265B total U.S. investment including $100B for four new Arizona fabs”
Bloomberg Intelligence · Jul 16, 2026
Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker
“Raised FY guidance to 40% revenue growth; conservative on supply expansion despite AI chip demand and monopoly position”
Bloomberg Daybreak: Europe Edition · Jul 16, 2026
Economic Peril Warning, Hedge Funds Buy Alpha, England Exit World Cup
“Taiwan Semiconductor Manufacturing Company earnings report contributing to semiconductor sector volatility”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 15, 2026
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
“Taiwan Semiconductor Manufacturing Company; pioneered foundry model that became industry standard, now produces 7x Intel's wafer volume”
Better Offline · Jul 15, 2026
AI Made Everything Expensive (ft. GamersNexus)
“Manufactures interposer dies for HBM stacks; involved in complex multi-fab logistics for HBM production”
WSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Taiwan semiconductor giant expected to report earnings; experiencing massive profitability increases due to AI chip demand and pricing power”
Motley Fool Money · Jul 10, 2026
What History Teaches Us About Today’s Market
“Examined as critical semiconductor supplier facing customer diversification risk and government-backed competition from US and European fabs”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 10, 2026
ChatGPT Just Became a Work Agent
“Contracted by Meta to manufacture custom AI chips; partnership critical to Meta's chip production timeline”
Daily Tech Headlines · Jul 10, 2026
OpenAI Unveils GPT-5.6 Model Family with Enhanced Efficiency and Enterprise Tools - DTH
“Referenced as precedent for Taiwanese semiconductor companies expanding US manufacturing footprint for AI infrastructure”
TBPN · Jun 30, 2026
America's Tech Wishlist, Comcast Splits in Two, Tristan Thompson in the Ultradome | Zach Laberge, Gavin Uberti, Eren Bali, Larsen Jensen, Ricky Rosa, Andrew Rea, Michael Anderson, Tristan Thompson, Grant Gregory & Ian Rountree
“Cited as a key manufacturing partner for Etched, co-designing low-voltage transistors for inference chip production.”
Odd Lots · Jun 13, 2026
Anjney Midha's Plan to Radically Lower the Price of Compute
“Foundry controlling chip production capacity; holds power over which compute providers can scale”
NatSec Matters · Jun 10, 2026
'Leapfrogging' Diplomacy: Dr. Nadia Schadlow
“Taiwan Semiconductor Manufacturing Company identified as critical to U.S. interests and Taiwan deterrence strategy due to advanced chip production dominance”
All-In with Chamath, Jason, Sacks & Friedberg · Jun 4, 2026
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
“Discussed as semiconductor manufacturing partner contrasted with memory market gaps”
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“Primary manufacturing partner for Cerebras; uses 5nm process; avoids supply constraints hitting NVIDIA (3nm, CoWoS)”
Big Technology Podcast · May 20, 2026
Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
“Chip manufacturer cited as example of scale economies moat that remains defensible against AI automation”
The Joe Rogan Experience · May 15, 2026
#2500 - Scott Horton
“Taiwan Semiconductor Manufacturing Company producing 90% of world's advanced chips, central to U.S.-China competition”
TBPN · May 15, 2026
Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN
“Semiconductor manufacturer constrained by standard wafer sizes; limits Cerebras' scaling options”
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Taiwan Semiconductor Manufacturing Company; produces 90% of advanced AI chips; critical geopolitical asset in US-China trade negotiations”
The Last Invention is AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projects global chip market reaching $1.5 trillion by 2030 due to AI demand; expanding fab capacity in Arizona”
The Daily AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projects global chip market reaching $1.5 trillion by 2030 due to AI demand; expanding fab capacity in Arizona amid geopolitical diversification”
The AI Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projects global chip market reaching $1.5T by 2030 due to AI demand; building fabs in Arizona for geopolitical diversification”
Personal AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projects global chip market reaching $1.5 trillion by 2030 due to AI demand; expanding fab capacity in Arizona”
No Priors AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projects global chip market reaching $1.5T by 2030 due to AI demand; expanding Arizona fab capacity to diversify from Taiwan geopolitical risk”
Latent Space AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projecting global chip market to reach $1.5 trillion by 2030 due to AI demand, expanding fab capacity in Arizona”
Global News Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projecting global chip market will reach $1.5 trillion by 2030 due to AI demand, expanding fab capacity in Arizona”
Claude AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Chip manufacturer projecting global chip market will reach $1.5 trillion by 2030 driven by AI demand”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Chip manufacturer projecting global chip market to reach $1.5 trillion by 2030 due to AI demand, expanding fabs to Arizona”
AI Breakdown · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Projecting global chip market will reach $1.5T by 2030 due to AI demand; expanding manufacturing to Arizona”
Anthropic · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Semiconductor manufacturer projecting global chip market will reach $1.5T by 2030 driven by AI demand”
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“Taiwan semiconductor manufacturer; critical to US supply chain; increasing US manufacturing footprint”
Accidental Tech Podcast · May 14, 2026
691: A Menlo Phase
“Dominant chip manufacturer for Apple; discussed concentration risk, Arizona expansion, and competition from NVIDIA for manufacturing capacity”
Daily Tech News Show · May 13, 2026
Amazon Beefs Up Voice-Assisted Shopping - DTNS 5268
“Concerned about supply chain disruptions from Strait of Hormuz restrictions affecting liquefied natural gas and chemical supplies”
Prof G Markets · May 13, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
“Taiwanese semiconductor manufacturer representing >25% of MSCI Emerging Markets index alongside Samsung and SK Hynix”
Pivot · May 12, 2026
Midterm Map Wars, AirPods Revamp, and Trump Phone Grift
“World's most advanced chipmaker with $65B fabrication plan; Elon attempting to out-scale with TeraFab”
TBPN · May 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
“Facing capacity constraints from surging AI chip demand; losing leverage with Apple as primary customer due to NVIDIA and other AI designers competing for manufacturing”
The Information's TITV · May 8, 2026
OpenAI’s Broadcom Chip Deal Hits $18B Financing Snag, Microsoft Cuts Copilot Bloat
“Critical manufacturing partner for OpenAI's custom chips; capacity allocation depends on Broadcom's confidence in deal financing and Microsoft's purchase commitment.”
WSJ Tech News Briefing · May 8, 2026
TNB Tech Minute: Apple and Intel Reach Preliminary Chip-Making Deal
“Apple's primary chip supplier; diversification move reduces dependency on this single supplier”
Motley Fool Money · May 8, 2026
Elon Musk, Chip Giant?
“Dominant chip manufacturer that has been a bottleneck on AI CapEx spending; faces potential competition from Musk's TerraFab”
Accidental Tech Podcast · May 8, 2026
690: Turn Left at the Next Tree
“Apple's primary chip manufacturer facing increased demand for A18 Pro chips due to MacBook Neo's higher-than-expected sales”
Rich Habits Podcast · May 8, 2026
Anthropic & SpaceX Partnership, GameStop Buying eBay & Data Centers In Your House
“Semiconductor fabrication partner essential to GPU and chip production for AI infrastructure”
AppleInsider Podcast · May 8, 2026
Mac shortages, iPhone rumors, and Schmigadoon! on the AppleInsider Podcast
“Semiconductor manufacturer whose M6 chip production ramp is critical bottleneck for Mac release timeline through H2 2025”
The Shawn Ryan Show · May 7, 2026
#302 Joe Lonsdale - If China Takes Taiwan, AI Sets Back 10 Years
“Taiwan Semiconductor Manufacturing Company; critical chokepoint in chip supply chain; loss would set AI back 5-10 years”
WSJ Minute Briefing · May 6, 2026
Samsung Joins The Trillion Dollar Club
“Apple and NVIDIA supplier; only other Asian company besides Samsung to reach trillion-dollar valuation”
MacBreak Weekly (Audio) · May 6, 2026
MBW 1023: Don't Be Contemptible - Apple Sets a New Record for Its Second Quarter Results
“Supplier constraint limiting Mac mini/Studio production; Apple exploring diversification to Intel and Samsung”
All TWiT.tv Shows (Audio) · May 6, 2026
MacBreak Weekly 1023: Don't Be Contemptible
“Discussed as bottleneck for Apple's advanced chip production; Apple exploring alternatives due to capacity constraints from NVIDIA and other customers”
9to5Mac Daily · May 5, 2026
iOS 26.5 RC, Apple chip partners
“Apple's primary chip manufacturer for over a decade; Apple exploring alternatives to reduce dependency on Taiwan-based supplier”
Brew Markets · May 5, 2026
Investing Like A Legend & Is Beer Back?
“Long-time Apple chip supplier facing potential competition from Intel as Apple diversifies manufacturing partners”
Daily Tech News Show · May 5, 2026
Bose Lifestyle Takes a Shot At Sonos - DTNS 5262
“Current sole manufacturer of Apple Silicon; company exploring alternatives to reduce supply chain concentration”
Bloomberg Tech · May 5, 2026
Apple Weighs Using Intel, Samsung Processors
“Currently Apple's primary chip manufacturer; Apple seeking secondary suppliers to reduce Taiwan dependency”
The Rundown · May 5, 2026
Palantir Crushes Earnings, Apple in Talks with Intel
“Currently manufactures virtually all Apple Silicon chips; facing capacity constraints from AI chip demand and represents Taiwan geopolitical risk”