T
TSMC
Company · mentioned 186 times
Taiwanese semiconductor manufacturer and foundry, the world's largest contract chipmaker, producing chips designed by other companies.
Company · mentioned 186 times
Taiwanese semiconductor manufacturer and foundry, the world's largest contract chipmaker, producing chips designed by other companies.
Run the Numbers· 9 Nov
Kevin Hettrich says QuantumScape consciously picked up the semiconductor business model, where NVIDIA does chip design, TSMC makes the chips and ASML supplies the equipment, because specialization and the size of the network benefit everyone.Latent Space: The AI Engineer Podcast· 7 Nov
swyx says the only winners in the AI supply chain are TSMC, NVIDIA and ASML.The Compound and Friends· 6 Nov
Michael Batnick says Taiwan Semiconductor is down 9% and NVIDIA is down 10%.Decoder with Nilay Patel· 5 Nov
Willy Shih says TSMC has a fab in Arizona, but its capacity is piddling compared to what the company has in Taiwan.The Information's TITV· 4 Nov
CJ Muse says Intel makes all of its data center server CPUs internally and produces PC CPUs both internally and at TSMC, and that it was slow to migrate wafers over to servers.