TSMC
Mentioned in 132 analyzed podcast episodes across 10 shows
A Taiwan-based semiconductor manufacturer that produces over 90% of advanced chips, making it a critical bottleneck in global AI supply chains and a frequent topic across tech and business podcasts. Discussed extensively for capacity constraints limiting AI chip availability, geopolitical vulnerabilities to Chinese invasion, and strategic importance to U.S. semiconductor independence efforts. Also noted for manufacturing chips for major clients like Apple and planning significant U.S. fab expansion in Arizona.
Mentioned On
Episode Mentions
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)”
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”
All-In with Chamath, Jason, Sacks & Friedberg · Apr 29, 2026
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
“Semiconductor manufacturer requiring HVAC systems; manufacturing facilities being built in other states, not California”
Economist Podcasts · Apr 29, 2026
Power ranges: AI faces supply crunch
“Taiwanese manufacturer making most AI chips used by tech industry today”
Risky Business · Apr 29, 2026
Risky Business #835 -- Why the Fast16 malware is badass
“Semiconductor manufacturer; conned into manufacturing Huawei Ascent chips via shell company arrangement”
Prof G Markets · Apr 28, 2026
The Biggest IPO In History Isn’t What You Think It Is
“Taiwan semiconductor company driving 70% of emerging markets index earnings growth; single largest weighting in benchmark”
TBPN · Apr 25, 2026
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
“Fab capacity constraints discussed; CEO noted 2-3 years to build fabs plus 1-2 years to ramp; Arizona fab progress mentioned as slow but important”
Bloomberg Tech · Apr 24, 2026
Intel Delivers Strong AI-Fueled Outlook
“Taiwan semiconductor manufacturer facing capacity constraints; Intel positioned as strategic alternative for U.S. foundry needs”
AppleInsider Podcast · Apr 24, 2026
Tim Cook, John Ternus, the FBI, and Star Wars, on the AppleInsider Podcast
“Mentioned as manufacturer of Apple-designed processors and silicon”
Cult of Mac · Apr 23, 2026
Tim’s done, now it’s John’s Ternus
“Sole manufacturer of Apple Silicon chips; identified as critical supply chain vulnerability for advanced chip production”
Bloomberg Tech · Apr 23, 2026
Tesla Plans Additional $25 Billion in Spending
“Delaying adoption of ASML's cutting-edge chip machines until 2029 to reduce costs; largest ASML customer”
EE Times Current · Apr 23, 2026
Fixing AI’s Bottlenecks: Memory, Scale, and Sparsity
“Mentioned as actively researching alternatives to SRAM with higher density for neuromorphic applications”
Invest Like the Best with Patrick O'Shaughnessy · Apr 23, 2026
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]
“Logic foundry with $56-57B CapEx in 2024, projected to reach $100B by 2028; critical bottleneck for AI chip manufacturing”
All TWiT.tv Shows (Audio) · Apr 23, 2026
Intelligent Machines 867: The Ketchup Effect
“Manufacturing chips for NVIDIA and others; 30%+ revenue growth expected; 66% profit margin; building Arizona facility”
FactSet U.S. Daily Market Preview · Apr 22, 2026
Financial Market Preview - Wednesday 22-Apr
“Revenue guidance upgrades supporting Taiwan equity market record highs and AI demand optimism”
Breaking Points with Krystal and Saagar · Apr 21, 2026
4/21/26: US Seizes Iranian Ship, Energy Crisis Spirals, Trump Says No Ceasefire Extension
“Taiwan semiconductor manufacturer warned of helium supply crisis if prolonged energy shortage continues affecting chip production”