Hardware Podcasts

Episode 16: Is the Semiconductor Growth Cycle Over?

The Circuit · 25 Apr 2023 · 41m · Episode 16

What this episode covers

Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, arguing that while secular growth continues, the recent hyper-growth cycle has ended due to saturation in smartphones and PCs. They analyze how industry consolidation, particularly by Broadcom, has created pricing power for a few key players like Nvidia and TSMC, while smaller vendors struggle with supply access and commoditization. The hosts also explore the constraints of leading-edge capacity, the potential for chiplet architectures to utilize older nodes like 7nm, and the rising influence of Chinese foundry SMIC.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, Nvidia, Broadcom, Apple, AMD, SMIC, Qualcomm, NXP, Intel
Products
GPU
Also
7 nanometer, 3 nanometer

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