The Minutes of Gavin Baker on semiconductors https://minutesof.com/gavin-baker/on/semiconductors/ Everything Gavin Baker has said on semiconductors: 6 verbatim quotes between November 2019 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:41 +0000 Baker reveals SpaceX and Tesla are building world's largest fab in America with Intel partnership access. https://minutesof.com/q/7837e140-369d-4aa1-804e-0137ce5f0c35/ https://minutesof.com/q/7837e140-369d-4aa1-804e-0137ce5f0c35/ “It's a SpaceX, I believe Tesla's involved as well, joint venture to build the world's largest fab here in America. I think they're going to be successful.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 semiconductors 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 semiconductors Baker says there hasn't been a true semiconductor capacity cycle since the late nineties due to TSMC smoothing https://minutesof.com/q/2fbd833e-43d2-4979-b060-3b7eee145f15/ https://minutesof.com/q/2fbd833e-43d2-4979-b060-3b7eee145f15/ “We haven't seen a true capacity cycle in semis arguably since the late nineties. And that's because Taiwan Semi has been so good at aggregating and smoothing supply.” — Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 semiconductors Baker says Taiwan Semi will spend more on CapEx in 2021-2022 than in the preceding five years. https://minutesof.com/q/7a681575-6b62-4f6b-85d9-b4d3dbcbb0f8/ https://minutesof.com/q/7a681575-6b62-4f6b-85d9-b4d3dbcbb0f8/ “Taiwan Semi, their 2022 CapEx is going to be many multiples of 2019. 2021 and 2022, they'll spend more than they did in the preceding five years.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors Baker notes Taiwan Semi will spend more on CapEx in two years than in the preceding five years. https://minutesof.com/q/5f67ed17-6c25-42ca-bee5-a83df3dad7b2/ https://minutesof.com/q/5f67ed17-6c25-42ca-bee5-a83df3dad7b2/ “Taiwan Semi, their 2022 CapEx is going to be many multiples of 2019. 2021 and 2022, they'll spend more than they did in the preceding five years. So there is a massive supply response coming.” — Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors 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 semiconductors