What is TSMC?

TSMC (Taiwan Semiconductor Manufacturing Company) is a semiconductor foundry that manufactures chips for various clients. The material tracks its role as a key supplier for high-end chips, particularly for AI and data center applications, and its massive capital expenditure plans.

• Apr 2026 - A guest noted that low-end consumer devices are losing chip access because manufacturing at TSMC is too expensive, with chips being pulled into data centers.
• Apr 2026 - Dylan Patel said that 3 years from now, TSMC is going to spend a hundred billion dollars on CapEx.
• May 2026 - Gavin Baker stated that if TSMC did what Jensen wanted, Nvidia could sell two to three trillion dollars of GPUs in 2026 or 2027.
• May 2026 - Gavin Baker remarked that it is wild that Jensen has never had a contract with TSMC, as they do business on handshakes.
• Mar 2026 - Zvi Mowshowitz said that TSMC could double prices and probably still sell all their chips.