TBPN cover image

Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN

TBPN

00:00

Samsung Expands the Foundry Safety Valve

John Coogan explains Samsung’s $70 billion fab push, Tesla’s Samsung-made inference chips, and why extra capacity matters amid TSMC concentration and Taiwan risk.

Play episode from 00:25
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app