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TSMC in Podcasts

company

Chinese semiconductor manufacturing company, one of Nvidia's partners in supply chain

Mentions Over Time

37 mentions
1 related entities

Discussed alongside in this corpus

Audioscrape has indexed podcast episodes that discuss TSMC together with the following entities. Each link opens the other entity's page; hover over the contextual tag for the most common relationship our index has captured.

Mentions in Podcasts

The Vergecast
Microsoft's plan to catch up in AI

TSMC, the world's largest semiconductor manufacturer, said it's struggling to keep up with AI demand.

All-In with Chamath, Jason, Sacks & Friedberg
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox

If I want to make memory, well, there is no TSMC.

All-In with Chamath, Jason, Sacks & Friedberg
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox

If I want to make memory, well, there is no TSMC.

The Rundown
Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal

Taiwan is home to companies like TSMC, which basically manufactures all of the most advanced AI chips in the world, including for Nvidia, AMD, and Apple.

Fresh Air
How Trump increased China's global power

So NVIDIA designs these chips, but they're manufactured by a company called TSMC, by and large, which is in Taiwan.

The AI Daily Brief: Artificial Intelligence News and Analysis
The Best Way to Talk to Your AI Agents

However, the biggest thing is it seems like TSMC just doesn't have any more fabs capable of manufacturing advanced AI chips.

The AI Daily Brief: Artificial Intelligence News and Analysis
The Best Way to Talk to Your AI Agents

Most, though, think that it has to either do with, one, the fact that the company has experienced a huge slowdown in their non-AI business, and two, just the sheer physical constraints of AI demand starting to eat into what TSMC can do.