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19min chapter
#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters
Lex Fridman Podcast
TSMC's Transformative Role in Semiconductors
This chapter explores the significant influence of TSMC on the semiconductor industry, detailing its shift from companies building their own chips to a reliance on TSMC's foundry services. It highlights the high costs and complexities involved in chip manufacturing, the importance of innovation, and the unique characteristics of Taiwan's workforce that support this industry. Additionally, the chapter compares the operational landscape and challenges of semiconductor manufacturing in the U.S. and China, emphasizing TSMC's key position in the global supply chain.
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