Gavin Baker
+ Your AuthorsArchive @GavinSBaker Managing Partner & CIO, Atreides Management LP. Formerly Fidelity OTC Fund. No investment advice, views my own. Jul. 25, 2020 1 min read

1) Significant national security implications.

Taiwan is now the most geopolitically important country in the world. By far.

And will remain so even if TSM builds the proposed US fab, which will be tiny.

Big opportunity for Samsung in foundry/logic. 

2) Really changes the dynamics.

The US controls all of the companies essential to leading edge semiconductor manufacturing - LRCX, AMAT, KLAC, SNPS, CDNS and ASML (effectively).

Irrelevant if a US company with US fabs can’t manufacture logic at the leading edge with those tools

3) Curious to understand the decisions that led to this outcome for Intel.

Delayed EUV insertion and overly ambitious transistor density targets are the public explanation for the 10 nm debacle.

What went wrong at 7 nm after so much had allegedly been learned from 10 nm?

4) And yes, obviously suboptimal to have both a Chairman and CEO with *zero* real semiconductor experience and expertise.

Bob Swan is actually doing a good job, but seems like he needs a COO who is technical.

You can follow @GavinSBaker.


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