TSMC announced a broad 20% price increase across its foundry business, which Brad anticipated would occur and viewed as overdue evidence that semiconductor supply is tight and capacity constraints are real, indicating that mega-capex spending is running up against material supply constraints and cost escalation.
factualpending
Speaker
Brad GerstnerEvidence Quote
“tsmc said they're going to do across the board 20% price increase and that's I was like this should be happening”
Source
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball— Bg2 PodCreated: 8/10/2026, 10:49:01 PM
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