https://minutesof.com/on/semiconductors/ Everyone on the record about semiconductors: 25 verbatim quotes from 5 people, November 2019 to July 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:33:14 +0000 https://minutesof.com/q/9df06e8e-0a4a-4145-9485-d30234e25f7c/ https://minutesof.com/q/9df06e8e-0a4a-4145-9485-d30234e25f7c/ “As a result, we are seeing sharp increases in the prices of semiconductors, power transformers, and other technology that is essential for the AI buildout.” — John Williams, NY Fed speeches semiconductors https://minutesof.com/q/cf0664cd-4be9-48d0-b17c-787e1d380449/ https://minutesof.com/q/cf0664cd-4be9-48d0-b17c-787e1d380449/ “And the nature of AI just as AI eats the world, silicon is going to eat the world because it's so much more computationally intensive than deterministic software written by humans.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 semiconductors https://minutesof.com/q/beb61269-79c8-4d1c-ae86-3383a0f6c446/ https://minutesof.com/q/beb61269-79c8-4d1c-ae86-3383a0f6c446/ “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.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 semiconductors https://minutesof.com/q/bbe45b69-8c98-40d1-8402-751be14bf780/ https://minutesof.com/q/bbe45b69-8c98-40d1-8402-751be14bf780/ “I was a pretty young man. It was obvious to me he was exceptional, like for sure one of the most exceptional people I'd ever met.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 semiconductors https://minutesof.com/q/fb449051-43d8-4f0a-bb90-7ba94ead69af/ https://minutesof.com/q/fb449051-43d8-4f0a-bb90-7ba94ead69af/ “I published a note, I think in, February 2000 after six weeks of looking at these stocks.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 semiconductors https://minutesof.com/q/f055eebe-a3a4-4066-9750-79a424e3c7d0/ https://minutesof.com/q/f055eebe-a3a4-4066-9750-79a424e3c7d0/ “China has the most vertical stack in semiconductors today and they're the best at semiconductors in the world because their fabs could still run somewhat on a lot of things because they have built some of these chemical supply chains. Right? Like TSMC for certain kinds of chemicals 100% share from Japan.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 semiconductors https://minutesof.com/q/bb4695b1-6134-4a12-8e20-9aabbebc6242/ https://minutesof.com/q/bb4695b1-6134-4a12-8e20-9aabbebc6242/ “There are dramas where people fall in love in the fab or dramas where people fall in love and they're photovoltaic, like, solar cell researchers and engineers.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 semiconductors https://minutesof.com/q/c0eb3cc5-f5bc-42ff-afa8-1adeea874c30/ https://minutesof.com/q/c0eb3cc5-f5bc-42ff-afa8-1adeea874c30/ “I think the entire country is like semiconductor pilled. Mhmm. Right? There are dramas where people fall in love in the fab or dramas where people fall in love and they're photovoltaic,” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 semiconductors https://minutesof.com/q/542f4c33-ef8f-4e1c-9fe2-7a3da921cad2/ https://minutesof.com/q/542f4c33-ef8f-4e1c-9fe2-7a3da921cad2/ “But it will fully beach semiconductors again in '27. Right? And so we see this across the entire space of the ecosystem. It's not just TSMC.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 semiconductors https://minutesof.com/q/ddccec53-f53b-4ae7-99e7-7f4520cead44/ https://minutesof.com/q/ddccec53-f53b-4ae7-99e7-7f4520cead44/ “Whereas the energy industry in America wasn't. And and so, like, initially, people were, like, not creative. They're like, let's do let's do these kinds of gas plants.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 semiconductors https://minutesof.com/q/fa97d25a-9c7b-4099-bf94-76e23c878255/ https://minutesof.com/q/fa97d25a-9c7b-4099-bf94-76e23c878255/ “$2,000,000,000,000 of committed domestic production coming back because of his tariffs. TMC saying, I'll build, you know, semiconductor wafers.” — Howard Lutnick, All-In Podcast Thu, 20 Mar 2025 21:46:53 +0000 semiconductors https://minutesof.com/q/ef0e0707-39cc-45d7-8303-ba5d94e61ff9/ https://minutesof.com/q/ef0e0707-39cc-45d7-8303-ba5d94e61ff9/ “They can build better chips in China, then we restrict them in terms of chips that NVIDIA or AMD or an Intel can sell to China.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 semiconductors https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ “The U. Yeah. Interestingly enough, he ran a fab plant for Texas Instruments in Texas. And he explains why Taiwan, like why Texas could never possibly compete with a fat plant in Taiwan.” — Brad Gerstner, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors https://minutesof.com/q/1dcd069e-780c-4bdc-92b9-40ee0756f281/ https://minutesof.com/q/1dcd069e-780c-4bdc-92b9-40ee0756f281/ “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.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors https://minutesof.com/q/f0a76ee2-1f49-4271-ad00-0549fc49e249/ https://minutesof.com/q/f0a76ee2-1f49-4271-ad00-0549fc49e249/ “Microsoft wrote about this in a research paper ten years ago, or maybe not twelve years ago, the quality of a given AI algorithm doubles with every 10x increase in the amount of data you use to train that algorithm.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 semiconductors 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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 semiconductors