Baker argues semiconductor industry has consolidated into monopolies or duopolies in every subsector over fifteen years.
“Let's step back and look at the last fifteen years of semis. The industry has completely consolidated to where you almost have these monopolies and almost monopolies or duopolies.”
Baker identifies Intel, Samsung, and Taiwan Semi as the only companies capable of making leading edge logic chips.
“Today, Intel, Samsung, Taiwan, Semi, they the only companies in the world that can make leading edge logic.”