Company mentioned on podcasts
TSMC
Mentioned on 15 episodes by 2 guests 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, a16z Podcast“TSMC ranks first as the irreplaceable chip manufacturer, ASML second as the monopoly supplier of lithography equipment, followed by Google, Microsoft, and Amazon cloud divisions.”
Mentioned on: Investing for Beginners