Evidence receipt / observation
Published · transcript-backedDylan Patel: observation
2 Oct 2024 Dwarkesh Podcast @Asianometry & Dylan Patel — How the semiconductor industry actually works
“The way to look at it today is that it’s super stratified. Every industry has anywhere from one to three competitors.”
Source trail
Everything needed to verify it.
- Speaker
- Dylan Patel
- Attribution
- Verified speaker
- Claim type
- observation
- Recorded
- 2 Oct 2024
- Publisher
- Dwarkesh Podcast
Transcript context
…Why isn't there more vertical integration in the semiconductor industry? Why is it like, “This subcomponent requires this subcomponent from this other company, which requires this subcomponent from this other company…” Why isn’t more of it done in-house? The way to look at it today is that it’s super stratified. Every industry has anywhere from one to three competitors. The most competitive it gets is like 70% share, 25% share, 5% share, in any layer of manufacturing chips, anything, chemicals, different types of chips, etc. It used to be vertically integrated. At the very beginning it was integrated.…
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