The Minutes of Dylan Patel on semiconductors https://minutesof.com/dylan-patel/on/semiconductors/ Everything Dylan Patel has said on semiconductors: 2 verbatim quotes between October 2024 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:22:18 +0000 Patel claims China has the most vertical semiconductor stack and could run fabs independently unlike TSMC. https://minutesof.com/q/f055eebe-a3a4-4066-9750-79a424e3c7d0/ https://minutesof.com/q/f055eebe-a3a4-4066-9750-79a424e3c7d0/ “China has the most vertical stack in semiconductors today and they're the best at semiconductors in the world because their fabs could still run somewhat on a lot of things because they have built some of these chemical supply chains. Right? Like TSMC for certain kinds of chemicals 100% share from Japan.” — The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 semiconductors Patel predicts semiconductor shortages will return as the primary constraint in 2027 after power constraints e https://minutesof.com/q/542f4c33-ef8f-4e1c-9fe2-7a3da921cad2/ https://minutesof.com/q/542f4c33-ef8f-4e1c-9fe2-7a3da921cad2/ “But it will fully beach semiconductors again in '27. Right? And so we see this across the entire space of the ecosystem. It's not just TSMC.” — TBPN Tue, 03 Feb 2026 23:08:03 +0000 semiconductors