Sam Fenwick
speaker
1,068 appearances
10 recordings
2 series
first heard Feb 2026
last heard 5d ago
Sam Fenwick’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 — 10 in all, peaking in Jul 2026 with 4.
Appearances
And its nearest rival?
Well, that's Samsung, and it has around 7% market share, 10 times smaller.
And the cutting edge, the chips that AI actually runs on, the gap there gets wider.
Others can make chips, but not those ones.
So I asked Joanne...
what the world would do without them.
TSMC knows the risks of being in one place.
It's now committed to building a plant in Arizona, investing $165 billion there.
Its chief financial officer, Wendell Huang, told the BBC he doesn't expect demand to slow down any time soon.
But here's the thing.
Even if it builds in Arizona, TSMC says the most advanced chips, the ones that really matter, they'll stay in Taiwan.
And the reason isn't the buildings.
It's everything around them.
The suppliers, the engineers, the decades of know-how packed onto one island.
Ask how long it could take to rebuild it somewhere else and, well, the answer is sobering.
I'm Sam Fenwick, and today we're following the money behind the chip inside the AI boom, from design to manufacture to the tiny island off the coast of China underpinning the global economy.
So for the next decade, the most advanced chips on earth will be made in one place, Taiwan.
And to make them, TSMC needs a machine, a specific piece of kit that comes from, yep, you've guessed it, one company in one town in the Netherlands.
It's called ASML.
Emily Benson is head of strategy at Minerva Technology Futures in Washington.
Showing 841–860 of 1,068 · page 43 of 54
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