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The Circuit

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

54 min•6 april 2026

Om avsnittet

Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. They analyze market dynamics, technological advancements, and future trends shaping the industry.

Fler avsnitt

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EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

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The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.