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The Circuit
NäringslivTeknologi

Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$

35 min•21 augusti 2023

Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A.  They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.  

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EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
•52 min
Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
•44 min
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
•54 min
EP 158: Arm 2.0, Memory Freak Out, and AI Models
•49 min
EP: 157 GTC! OFC! Micron Earnings (margin city)
•59 min
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
•43 min
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
•55 min
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
•1 tim 2 min
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
•58 min
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
•49 min

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