Start / The Circuit / Episode 30 intel tower semi deal capacity challenges and leading edge

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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