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LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

BYD is likely to be the first company globally to produce chips without relying on TSMC, as they have their own fabrication facilities.

Video

LF

DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459

@ Lex Fridman

DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459

02/03/25

Related Takeaways

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

TSMC's ability to produce chips is critical for various industries, and their dominance in the market is a key factor in global technology supply chains.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

TSMC is crucial in the semiconductor supply chain, producing most of the world's chips, especially for companies that outsource their manufacturing.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

The foundry model, where companies outsource chip manufacturing to TSMC, has become successful due to the high costs and complexities of building fabs.

MG

Mo Gawdat

04/09/25

@ Tom Bilyeu

China is reinvesting funds into industrial capacity, particularly in areas like microchips, aiming to build chips that could surpass Nvidia's technology within the next 6 to 8 years.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

If China gains more capacity for chip production, they could dominate the market and undermine American companies' financial performance.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

ByteDance is arguably the largest smuggler of GPUs for China, renting from companies worldwide to support its operations.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

TSMC's success is attributed to their ability to aggregate demand and continuously invest in building new fabs, making them a leader in the industry.

PH

Peter H. Diamandis Cast

05/23/25

@ Peter H. Diamandis

The demand for chips is expected to remain high, and countries that can produce their own will have a significant advantage.

LF

Lex Fridman Cast

02/03/25

@ Lex Fridman

In 2015, China set a five-year plan aiming for 80% domestic semiconductor production by 2025, but they are unlikely to meet that goal.