The Minutes of Dylan Patel on tsmc https://minutesof.com/dylan-patel/on/tsmc/ Everything Dylan Patel has said on TSMC: 1 verbatim quote between October 2023 and May 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:16 +0000 Patel calculates a gigawatt of Rubin requires 55,000 three-nanometer wafers and 170,000 DRAM wafers. https://minutesof.com/q/140d046c-4ee9-45e2-8bc2-b7b611de4f7c/ https://minutesof.com/q/140d046c-4ee9-45e2-8bc2-b7b611de4f7c/ “You need about 55,000 wafers of three nanometer. You need about 6,000 wafers of five nanometer, and then you need about a 170,000 wafers of DRAM, right, memory.” — Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 tsmc