Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
Yeah, the numbers are pretty staggering.
I think we're familiar with the trend, but the numbers are quite staggering here.
So first of all, TSMC reported a 53% rise in revenue for August.
Taiwan does this thing where they have companies report every month.
So we get a sense of how the quarter is going for them.
That's above the
Expectations that analysts have for the company to boost revenues about 47% for the quarter.
We had an interview with the COO though, Cliff Ho, and he talked to us a bit about the constraints that they've got on supply right now.
They say that typically, in a typical year, they'd be building four or five fabs someplace.
Right now they're trying to build 20 fabs.
They're so far behind on demand here that they just can't keep up.
So they're trying to build fabs as quickly as they can.
Of course, fabs takes years to build.
They're very complicated.
They're very expensive.
TSMC is the best in the world at building them, but they're having a hard time getting them built in as quick of a manner as they would like right now.
And partly it's what you were talking about before.
Apple certainly wants more advanced chips, especially NVIDIA and the AI ecosystem.
wants to be able to get more capacity online as soon as they possibly can
Yeah, I mean, you alluded to this earlier that we've had MediaTek CEO on the show talking about this new joint venture that they've got with NVIDIA in particular.
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