Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
Ben Bajarin, CEO of Creator Strategies, and Jay Goldberg, equity analyst at Seaport, host Paul Karazuba, CEO of Expedera and member of the Global Semiconductor Alliance (GSA), to discuss the current state of the semiconductor industry. They analyze how tariffs and unprecedented memory/storage shortages are driving up Average Selling Prices (ASP) and constraining consumer electronics margins, while AI-driven demand creates bottlenecks in copper, fiber, and power infrastructure. The conversation highlights key inflection points, including the shift from copper to fiber optics, the move to 800V DC power systems, and the consolidation of AI accelerator startups through M&A as regulatory environments shift.