Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
27 Jan 2025 Acquired TSMC Founder Morris Chang
“Phase one was open, which I think is a quarter of the building, but then there are three other phases for this two-nanometer facility that are not even ready for primetime yet.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 27 Jan 2025
- Publisher
- Acquired
- Episode
- TSMC Founder Morris Chang
Transcript context
…Yeah. It worked. And the scale too. We drove by a construction site where it looked like a quarter of the building was done. This is where they’re making the two-nanometer process, which presumably will be in the next iPhone. It’s not like anyone said anything about that, but geez. I wonder after five-nanometer and N3E and N3P, when they have this two-nanometer process, I wonder what they’re going to make on that? Lots of NVIDIA GPUs and lots of iPhone chips. Massive building. Phase one was open, which I think is a quarter of the building, but then there are three other phases for this two-nanometer facility that are not even ready for primetime yet. I think they’re actually doing the small production runs, getting ready to ramp in the second half of this year on the two-nanometer process. Like you said, the scale of the physical buildings of these fabs smacked me in the face. I felt like I was looking at a sphinx in Egypt. It’s huge. It’s many football fields of size, just per phase of the fab. These are enormous buildings.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.