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Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
Manage episode 374786583 series 3428472
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.
80 episodes
Manage episode 374786583 series 3428472
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.
80 episodes
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