TSM
Taiwan Semiconductor Manufacturing Co Ltd
@CAT
• 3 months agoPremium Flanker
TSMC’s Alleged Conspiracy Against AI
This guy is so on top of the semiconductor industry, I really listen when he speaks.
In this video, he discusses TSMC’s conservative approach to business, and how it might crimp progress for the hyperscalers in the near-future.
Edit: Sorry, I didn’t really mean to post this until I was done watching the video.