Company mentioned on podcasts
TSMC
Mentioned on 4 episodes by 1 guest across our covered podcasts.
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Who mentioned it
“TSMC's deliberate capacity restraint may be the single most important variable preventing an AI infrastructure bubble. If TSMC supplied all latent demand, NVIDIA could potentially sell $2-3 trillion in GPUs in 2026-27.”
Mentioned on: Invest Like the Best with Patrick O'Shaughnessy