TSMC

Hello, acquired listeners. We regularly get feedback that this episode on TSMC, the Taiwan semiconductor manufacturing company, is one of the best acquired episodes ever. And interestingly, it pre dates our NVIDIA episodes. We did it way back in twenty twenty one. When the acquired audience was about twelve percent the size of what it is today.

Which means that the vast majority of you have never heard it. So uh we definitely wanted to fix that. Since then, semiconductors have become so much more important in our world, and TSMC has essentially become the only manufacturer of the leading edge chips. They make the primary chip inside every MacBook and iPhone shipped today. They're powering the AI wave, manufacturing all of NVIDIA's chips. They make the chips for a whole bunch of other fabless companies like Qualcomm, AMD, Broadcom, and hyperscalers like AWS. And it turns out

They even manufacture a lot of chips for Intel, too. Yes. Little known fact. Yeah, TSM C rode the smartphone era to crazy heights, as we all know. And here now in the next AI era, here in twenty twenty five, it turns out. That they are the manufacturing superpower behind all of that too. Yep. Well listeners, without doing too much foreshadowing

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