The Minutes of Gavin Baker on consolidation https://minutesof.com/gavin-baker/on/consolidation/ Everything Gavin Baker has said on consolidation: 2 verbatim quotes from January 2022, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:21:44 +0000 Baker argues semiconductor industry has consolidated into monopolies or duopolies in every subsector over fift https://minutesof.com/q/3549271c-1596-4977-9bc1-2e02b8c580d3/ https://minutesof.com/q/3549271c-1596-4977-9bc1-2e02b8c580d3/ “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.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 consolidation Baker identifies Intel, Samsung, and Taiwan Semi as the only companies capable of making leading edge logic ch https://minutesof.com/q/f2124894-8f15-4b0f-ab80-cce3e13fe248/ https://minutesof.com/q/f2124894-8f15-4b0f-ab80-cce3e13fe248/ “Today, Intel, Samsung, Taiwan, Semi, they the only companies in the world that can make leading edge logic.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 consolidation