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TSMC CoAS supply

Topic

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 9:47

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

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