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What podcasts say about TSMC CoAS supply

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about TSMC CoAS supply

1 statement · 1 positive

  1. Jen-Hsun HuangPositiveApr 15, 2026· Dwarkesh Podcast

    TSMC will scale CoAS supply alongside logic and memory demand.

    “And TSMC now knows that CoAS supply has to keep up with the rest of the logic demand and the memory demand.”

    Listen at 10:30

    Open the episode · Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

TSMC CoAS supply: what podcasts say · PodLume