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semiconductor industry

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Nov 3, 2021 by John Bathgate · across every show →

Everything said about semiconductor industry, oldest first

Nov 3, 2021 bullish
Prediction Not checkable as stated
Bathgate: Moore's Law will continue spiritually for 10 to 15 years
“I think just like for the spirit of Moore's law, we still have, we have visibility probably for the next. 10 to 15 years.”
John Bathgate Nov 3, 2021 ▶ 1:28:53 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Jan 21, 2025
Assertion Supported
Early transistors in 1951 relied on germanium instead of silicon
“To give you a sense, silicon is years away. Transistors are probably just getting going. We're not in the integrated circuit yet, and it's all being done in germanium, not silicon.”
David Rosenthal Jan 21, 2025 ▶ 11:06 TSMC · Acquired
Jan 27, 2025 bullish
Opinion
Gilbert: $100B fab costs give semiconductor manufacturing natural monopoly characteristics
“Eventually it will cost 40,000,000,080 billion, a hundred billion. How many players are really going to be left standing with the ability to deploy a hundred billion dollars to build a building with some machines in it? This market has natural monopoly charact…”
Ben Gilbert Jan 27, 2025 ▶ 2:42:00 TSMC founder Morris Chang · Acquired
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