Hardware Podcasts

Episode 7: Semiconductor Industry Power Players

The Circuit · 21 Feb 2023 · 45m · Episode 7

What this episode covers

Ben Bajarin and Jay Goldberg debate their respective lists of the most influential semiconductor companies for the next decade. Bajarin’s 'Silicon Big Five' focuses on innovation drivers (Apple, Qualcomm, Intel, AMD, Nvidia), while Goldberg prioritizes survival and staying power (Qualcomm, ADI, Texas Instruments, Nvidia, and a wildcard Chinese firm). They analyze Nvidia’s dominance in AI, the strategic shift at Qualcomm from licensing to products, and the competitive dynamics between ARM and RISC-V.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Apple, Qualcomm, Intel, AMD, Nvidia, ARM, TSMC, ASML, MediaTek, Google, Microsoft, Amazon, Texas Instruments, ADI, Broadcom, NXP
Products
CUDA, Snapdragon, Ryzen
Also
RISC-V

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