The Minutes of Gavin Baker on intel https://minutesof.com/gavin-baker/on/intel/ Everything Gavin Baker has said on intel: 4 verbatim quotes between November 2019 and May 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:43 +0000 Baker explains TSMC caught Intel because semiconductor equipment suppliers wanted to avoid Intel's monopsony p https://minutesof.com/q/863ee934-a388-4321-9492-e36421b5b97d/ https://minutesof.com/q/863ee934-a388-4321-9492-e36421b5b97d/ “They wanted them to catch up. They don't like having a monopsony. The a teams were in Taiwan working. Intel made some mistakes and presto.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 intel Baker explains Intel's historical advantage of reaching semiconductor nodes first gave them 15-20% embedded ad https://minutesof.com/q/f2d2fad6-7600-4063-962e-2e4712256930/ https://minutesof.com/q/f2d2fad6-7600-4063-962e-2e4712256930/ “Intel for the last, I don't know, fifty years, sixty years always got to the next node in semiconductor manufacturing first.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 intel Baker quantifies Intel's manufacturing lead as 15-20% advantage that Taiwan Semi overtook in 2018. https://minutesof.com/q/ae9bc810-10e0-40da-9954-7fba4e67c73c/ https://minutesof.com/q/ae9bc810-10e0-40da-9954-7fba4e67c73c/ “And in 2018, and it's important that the Taiwan Semi seven nanometer node is equivalent to the Intel 10 nanometer node.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 intel Baker says Taiwan Semi reached the node before Intel in 2018, creating a competitive shift. https://minutesof.com/q/15fb6ff0-cdb7-40cc-af02-8e5afd2dc17e/ https://minutesof.com/q/15fb6ff0-cdb7-40cc-af02-8e5afd2dc17e/ “Taiwan Semi got to the node before Intel, which meant that Taiwan Semi, who supplies most semiconductor companies that you can think of Yeah.” — Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 intel