Baker identifies extreme consolidation in semiconductors with only three companies making leading edge logic.
“Today, Intel, Samsung, Taiwan, Semi, they the only companies in the world that can make leading edge logic. There's only three companies that can make leading edge DRAM, maybe four for NAND.”
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.”
Baker predicts Musk will build Taiwan town, Japan town, and Koreatown near TerraFab to recruit top engineers.
“And then we'll have Japan town, same thing. We're going to have Koreatown. We're going to have all these things exactly dialed to recruit the best engineers.”
Baker explains semiconductor manufacturing advantage comes from recipe not ingredients, despite using same equipment.
“And semi's and semiconductor manufacturing, you have a big advantage if you were ahead. Everybody it's like baking. Everybody uses the same ingredients or whatever.”