Ben Thompson personal blog

TSMC Risk

stratechery.com published 2026-01-26

If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and stunt the AI revolution.

Points

167

HN comments

141

Submissions

1

Cited by

0 commenters

Tech Industry & BusinessHardware & Electronics2026

Related posts from the same era

Slack has raised our charges by $195k per year

Mahad Kalam20253,406 points1,470 comments details

Statement from Dario Amodei on our discussions with the Department of War

Anthropic20262,920 points1,579 commentscited by 14 details

Claude Fable 5

Anthropic20262,626 points2,159 commentscited by 10 details

Motorola announces a partnership with GrapheneOS

Motorola News20262,358 points884 commentscited by 10 details

Claude Opus 4.6

Anthropic20262,346 points1,031 commentscited by 9 details

.name Termination

Neil Fraser20262,230 points547 commentscited by 4 details