Hardware Podcasts

Episode 48: Semiconductor Industry Wish Lists for 2024

The Circuit · 8 Jan 2024 · 39m · Episode 50

What this episode covers

Ben Bajarin and Jay Goldberg discuss their 'wish list' for the semiconductor industry in 2024, highlighting the need for clarity in automotive semiconductors, increased venture funding for startups, and a more realistic narrative around AI. They analyze potential industry consolidation, suggesting spin-offs for companies like Intel's Altera and ARM, and partnerships between firms like Qualcomm and NXP to fill technological gaps. The hosts also address the persistent geopolitical tensions between the US and China, noting how political pressures and sanctions are impacting revenue and innovation in the global chip ecosystem.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, Altera, ARM, Qualcomm, NXP, TI, ST Micro, Mobileye, SoftBank, AMD, Xilinx, Qorvo, Skyworks, Grock

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