TSMC
Mentioned in 160 analyzed podcast episodes across 10 shows
A Taiwan-based semiconductor manufacturer that produces the majority of advanced chips globally, controlling approximately 90% of the advanced node market. Widely discussed across tech and AI podcasts as a critical bottleneck in the AI supply chain due to limited manufacturing capacity, while also representing a geopolitical vulnerability given Taiwan's exposure to potential Chinese military action. Additionally featured in discussions about U.S. semiconductor strategy and plans for domestic manufacturing expansion in Arizona.
Mentioned On
Episode Mentions
TBPN · Aug 12, 2026
Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN
“Referenced by Jensen Huang as Nvidia's wafer supplier, used to illustrate the profitability of AI compute demand.”
Dwarkesh Podcast · Aug 11, 2026
Ryan Greenblatt – Human level AIs might build runaway superintelligences by 2032
“Used as an example domain to test whether ASI could transfer general intelligence to specialized semiconductor engineering.”
TBPN · Aug 6, 2026
More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
“Cited as making 90%+ of world's most advanced chips, driving US motivation to rescue Intel as an alternative.”
TBPN · Aug 6, 2026
SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen
“Referenced as the dominant global foundry Intel is trying to compete with; customers risk upsetting TSMC by engaging Intel.”
Dwarkesh Podcast · Aug 3, 2026
Why smarter AI models could drive up compute prices 10x
“AI wafer allocation at leading-edge N3 nodes approaching 86%, signaling near-exhaustion of reallocation gains.”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 31, 2026
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
“Major chip manufacturer included in the Philadelphia Semiconductor Index that fell over 20% in the recent downdraft.”
TBPN · Jul 29, 2026
RSI Is Closer Than People Think, Per Tae Kim
“Mentioned as a supply-constrained partner where Nvidia has secured wafer commitments ahead of competitors.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 28, 2026
Big Tech Unites for Open Source AI—and Against Anthropic
“Referenced as producing far more advanced chips than China's entire supply chain currently can.”
The Spillover · Jul 28, 2026
Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models
“Taiwan semiconductor manufacturer with 10-13x production advantage over Chinese fabs in AI chip supply”
Bloomberg Surveillance · Jul 20, 2026
Credits Risks and the Market Outlook
“Semiconductor company delivered earnings but price action lagged, indicating positioning-driven volatility”
TBPN · Jul 16, 2026
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
“Beat earnings and pledged an additional $100B in US Arizona fab investment, signaling strong conviction in AI infrastructure demand.”
TBPN · Jul 16, 2026
TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black
“Beat earnings and pledged an additional $100B US investment, raising capex guidance to record levels.”
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”
TBPN · Jul 13, 2026
Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit | Diet TBPN
“Apple reportedly lost its most-favored-customer status at TSMC, forcing an emergency mid-cycle price rise.”
TBPN · Jul 13, 2026
Apple vs OpenAI, Paramount Threatens to Leave CA, Mark Gurman Joins | Alexis Ohanian, Morgan Housel, Nico Christie & Michael Jarman
“Apple's primary chip supplier; relationship remains strong but Apple is no longer its only major customer.”
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.”