B2B branding and AI for industrial companies. Canadian, in Taipei for 25+ years, founder of Geber Consulting. Writing about Taiwan tech beyond TSMC.
Taipei
Joined March 2010
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Intel's CTO says they're within a few percent of TSMC, so the gap is "splitting hairs."
Q2 2026 foundry revenue: TSMC $40.2B, Intel $5.8B ($5.5B of it from Intel itself), Samsung $3.3B.
Doesn't look like splitting hairs to me.
Clip: Dwarkesh Podcast, with Chinese subtitles
AWS is spending $220B on capex in 2026 and adding 2 million NVIDIA GPUs in 2027-28. CEO Matt Garman says the bottleneck still keeps moving: power, memory, TSMC capacity, HBM, connectors.
AWS tracks suppliers five tiers down. Many are in Taiwan. Do AWS planners know their names?
Full interview: youtube.com/watch?v=1LRvMRC_…
I also made a longer cut with Chinese subtitles for my network here in Taiwan, where Muse isn't available yet.
Meta's Muse is an AI agent for life admin, like booking appointments or canceling forgotten subscriptions. I think that's the next big thing.
The catch: you hand it your email and credit card. Why that's scary, from @cleoabram's interview with Meta AI chief Alexandr Wang: