The Circuit

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

April 6, 2026·54 min
Episode Description from the Publisher

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.

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