TSMC

…Like, you know, there's Random Chemical conference in Japan where it's 300 Japanese dudes, it's like 20 guys from ASML, 20 guys from TSMC, 20 guys from Intel.…

…Analyst day, this is probably in 2012 and they were talking about this, right? And they were showing TSMC cost per transistors.…

…When you see TSMC, other chipmakers with these bigger and bigger revenue expectations coming out.…

…peaker B: Okay, well we'll talk a little bit about uh, tsmc, which I, uh, we can all agree is one of the most important companies in the world today.…

…Can you talk a little bit more about Lam's sort of industry collaborations? Like, how do you collaborate or how do you work with companies, you know, major companies like TSMC?…

…And those are the so those are chip designers, right? And they actually contract out the actual manufacturer of these chips in many cases, two companies like TSMC, so that's Taiwan's semiconductor manufacturer, uh, and SK Heinex, that's in South Korea.…

…And I think your question really gets to the heart of that in that um, if you work for TSMC at the moment or for Samsung, you're doing great.…

…You know, Intel has a huge, most of their employees are here, ON, which is part of the old Motorolas here, and then TSMC put in 65 billion, just not too far from here, and they're putting in another hundred billion dollars and we can't have the lives we lead without semiconductors and maybe we can't even have lives because all weapons…

…Uh, the TSMCs, uh, am I saying that they're bad companies?…

…Uh, those chips that Nvidia uses, they are produced by single company, uh, tsmc, based in Taiwan.…

…So I had all this context to try and put in which, which like an ARM to the, these other essential providers in that supply chain, whether they're TSMC on the manufacturing side or ASML in the Netherlands producing the lithography machines.…

…Nvidia and the world's largest contract chipmaker, TSMC, are deepening their partnership in an unexpected direction, using AI to build the chips themselves.…