Episode Details
Back to EpisodesTSMC Posted All-Time Revenue Records. N3 Is Sold Out. The AI Chip Bottleneck Is Real.
Published 3 months ago
Description
TSMC's Q2 revenue hit $39.6 billion — a record — with June up 68% year over year and the world's most advanced chip manufacturing process sold out through year-end. We break down what a sold-out N3 means for every AI company's hardware roadmap, cover Anthropic's early Samsung chip talks as a direct attack on its $1.25B monthly compute bill, and explain why Z.ai's founder is publicly arguing China shouldn't restrict its open-source AI models.