4 sources healthy · latest episode 9 Nov 2026
descriptive claim

The semiconductor industry shifted from full vertical integration about 30–40 years ago, or possibly earlier, to a highly horizontal structure.

Unresolved speaker · What will computer chips look like in 2045? · 22 Oct 2026

In their words

The transcript segments this claim was taken from

“Which is, which is essentially what is happening is, uh, you know, we moved from a fully vertically integrated industry like 30, 40 years ago, maybe longer, to a very horizontal industry, right?”
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