Uploaded November 2025 | Updated September 2026, 1 hour ago
Intel vs. Taiwan Semi: the battle for America's chips.
“The U.S. government knows you like the chocolate cakes made in Taiwan more than the ones made in Oregon and Arizona by Intel — but they’d really like you to buy American cake.”
Gavin Baker breaks down the rivalry between Intel and TSMC, revealing how semiconductors have become a matter of national security - and why Washington is stepping in to tilt the balance.
It’s a rare insider look at how industrial policy, geopolitics, and trillion-dollar companies collide.
Watch the full conversation on Invested with Michael Eisenberg featuring Gavin Baker.
Intel vs. Taiwan Semi: the battle for America's chips.
“The U.S. government knows you like the chocolate cakes made in Taiwan more than the ones made in Oregon and Arizona by Intel — but they’d really like you to buy American cake.”
Gavin Baker breaks down the rivalry between Intel and TSMC, revealing how semiconductors have become a matter of national security - and why Washington is stepping in to tilt the balance.
It’s a rare insider look at how industrial policy, geopolitics, and trillion-dollar companies collide.
Watch the full conversation on Invested with Michael Eisenberg featuring Gavin Baker.
