4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Most of TSMC's current chip-manufacturing capacity is used for mobile-phone chips or similar products, not AI chips.

Unresolved speaker · AGI is still 30 years away — Ege Erdil & Tamay Besiroglu · 17 Apr 2025

In their words

The transcript segments this claim was taken from

“most of it is actually not going through towards ai chips but even most tsmc capacity currently is going towards mobile phone chips or something like that right yeah”
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Most of TSMC's current chip-manufacturing capacity is used for mobile-phone … · Savlar