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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-07-17
- Length: 43m
- Episode: 27
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion
- Listen: https://share.transistor.fm/s/ca7c6bfe

## Summary

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.

## Chapters

- [0:15](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=15) Introduction: Semiconductor Industry Growth to $1 Trillion
- [3:37](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=217) Foundry Competition: Intel 18A, Samsung 3nm, and TSMC Dominance
- [7:56](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=476) Process Quality, Dual Sourcing, and Fab Diverse Strategies
- [12:50](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=770) Chiplets, Packaging, and Mixing Foundry Processes
- [19:14](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=1154) Capacity Constraints: Power, Water, and Material Scarcity
- [28:52](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=1732) Geopolitics: Gallium, Germanium, and Forever Chemicals
- [31:08](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=1868) Talent, RISC-V, and the Future of Semiconductor Design
- [39:31](https://hardwarepodcasts.com/podcast/the-circuit/2023-07-17-episode-25-challenges-for-the-semiconductor-industry-to-grow-to-1-trillion#t=2371) DAC Conference, IP, and AI Chip Design Challenges

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Hiring & workforce](https://hardwarepodcasts.com/topic/hiring-and-workforce)
- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)

## Most relevant to

large enterprises

## Mentioned

- TSMC (company)
- Intel (company)
- Samsung (company)
- Nvidia (company)
- Qualcomm (company)
- AMD (company)
- Apple (company)
- Broadcom (company)
- RISC-V (chip)
- DAC (other)
- Semicon (other)

## Related episodes from other shows

- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [Headline: Intel Throws a Curveball | The Book on Gallium Nitride](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride) (EE Times Current)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [The Prognosis is Actually Pretty Good](https://hardwarepodcasts.com/podcast/ee-times-current/2021-10-15-the-prognosis-is-actually-pretty-good) (EE Times Current)
- [State of the Industry: Semiconductor Insiders Discuss the Ambitions and Realities of the CHIPS Act](https://hardwarepodcasts.com/podcast/moores-lobby/2024-03-12-state-of-the-industry-semiconductor-insiders-discuss-the-ambitions-and-realities) (Moore's Lobby)

## Citing this page

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