TSMC As Bubble Governor
25:41–27:31 · 109s
Gavin argues wafer constraints—especially TSMC’s capacity choices—could single-handedly prevent an AI bubble, making their expansion pace the key macro variable.
25:41–27:31 · 109s
Gavin argues wafer constraints—especially TSMC’s capacity choices—could single-handedly prevent an AI bubble, making their expansion pace the key macro variable.
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