Hardware Podcasts

Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion

The Circuit · 17 Jul 2023 · 43m · Episode 27

What this episode covers

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.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, Intel, Samsung, Nvidia, Qualcomm, AMD, Apple, Broadcom
Chips
RISC-V
Also
DAC, Semicon

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