Gavin Baker · Invest Like the Best · 25 January 2022
“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.”
Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Gavin Baker is on record saying.