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The Circuit

Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion

43 min•17 juli 2023

Om avsnittet

Ben Bajarin and Jay Goldberg discuss the opportunities and challenges facing the semiconductor industry growing to a trillion-dollar industry by 2030, as some predict. They explore foundry opportunities and challenges, chiplets, and the role of scarce resources like material and energy.

Fler avsnitt

Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch

Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure

EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam

Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

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

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

3 aug.1 tim 4 min

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand

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