Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
Ben Bajarin and Jay Goldberg discuss the challenges facing the semiconductor industry's growth to a $1 trillion valuation by 2030, focusing on foundry competition, packaging, and resource constraints. They analyze the competitive dynamics between TSMC, Intel, and Samsung, noting Intel's progress with 18A and Samsung's 3nm yields, while highlighting the strategic shift toward chiplets and advanced packaging. The hosts also address critical constraints including power availability, material scarcity like gallium and germanium, and the need for new engineering talent to sustain industry growth.