Bathgate: Escalating Moore's Law complexity favors horizontal semis over vertical integration
John Bathgate · Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired · Nov 3, 2021 · at 1:18:48
John Bathgate of NZS Capital explains the structural challenges facing vertically integrated chipmakers like Intel and Samsung.
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“The needs of Moore's law are just so difficult that like, it's hard enough to just do one of these things well and doing multiple of them well makes it makes it harder.”
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