TSMC in Podcasts
companyChinese semiconductor manufacturing company, one of Nvidia's partners in supply chain
Mentions Over Time
Discussed alongside in this corpus
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Mentions in Podcasts
TSMC, the world's largest semiconductor manufacturer, said it's struggling to keep up with AI demand.
If I want to make memory, well, there is no TSMC.
If I want to make memory, well, there is no TSMC.
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.
So NVIDIA designs these chips, but they're manufactured by a company called TSMC, by and large, which is in Taiwan.
However, the biggest thing is it seems like TSMC just doesn't have any more fabs capable of manufacturing advanced AI chips.
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.
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