
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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EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

EP 158: Arm 2.0, Memory Freak Out, and AI Models
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