The Minutes of Gavin Baker on capacity https://minutesof.com/gavin-baker/on/capacity/ Everything Gavin Baker has said on capacity: 2 verbatim quotes between December 2025 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:44 +0000 Baker says Jensen Huang visits Taiwan Semi quarterly wanting capacity doubled or tripled but they only expand https://minutesof.com/q/3823ad4c-4e33-479c-8b0f-711768554c79/ https://minutesof.com/q/3823ad4c-4e33-479c-8b0f-711768554c79/ “And so they're just simply not expanding capacity as fast as Jensen wants. Jensen goes there every three months and, you know, maybe they expand, you know, 5%. He wants them to double or triple.” — Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 capacity Baker says there hasn't been a true semiconductor capacity cycle since the late nineties due to TSMC smoothing https://minutesof.com/q/2fbd833e-43d2-4979-b060-3b7eee145f15/ https://minutesof.com/q/2fbd833e-43d2-4979-b060-3b7eee145f15/ “We haven't seen a true capacity cycle in semis arguably since the late nineties. And that's because Taiwan Semi has been so good at aggregating and smoothing supply.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 capacity