The Information's TITV cover image

Crypto’s Hottest Startup, Upgrade CEO on Future IPO, Questions Ahead of Nvidia GTC | Oct 20, 2025

The Information's TITV

00:00

TSMC as the foundry bottleneck

Akash probes manufacturing constraints; Patrick describes TSMC as the long pole, the cost of foundries, and opportunities for Intel and Samsung.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app