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 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.”