# Episode 48: Semiconductor Industry Wish Lists for 2024

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-01-08
- Length: 39m
- Episode: 50
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024
- Listen: https://share.transistor.fm/s/070c2009

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024#t=6) Introduction: The Circuit's 2024 Wish List
- [1:38](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024#t=98) Automotive Semiconductor Clarity and Microcontrollers
- [7:16](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024#t=436) Partnerships and Spin-offs: Altera and ARM
- [14:54](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024#t=894) Venture Funding for Deep Tech and Semiconductors
- [22:49](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024#t=1369) The AI Hype Cycle and Market Realities
- [29:28](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024#t=1768) US-China Tensions and Geopolitical Risks
- [35:58](https://hardwarepodcasts.com/podcast/the-circuit/2024-01-08-episode-48-semiconductor-industry-wish-lists-for-2024#t=2158) Speculative M&A and Industry Consolidation

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Fundraising & investors](https://hardwarepodcasts.com/topic/fundraising)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Microcontrollers & dev platforms](https://hardwarepodcasts.com/topic/microcontrollers-and-platforms)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Altera (company)
- ARM (company)
- Qualcomm (company)
- NXP (company)
- TI (company)
- ST Micro (company)
- Mobileye (company)
- SoftBank (company)
- AMD (company)
- Xilinx (company)
- Qorvo (company)
- Skyworks (company)
- Grock (company)

## Related episodes from other shows

- [EMS@C-LEVEL Season 2021 Episode #15 with David Loftus, President and CEO of ECIA](https://hardwarepodcasts.com/podcast/ems-c-level/2021-11-29-ems-c-level-season-2021-episode-15-with-david-loftus-president-and-ceo-of-ecia) (EMS@C-LEVEL)
- [Navigating the Semiconductor Space for IoT | Rand Technology's Jennifer Strawn | Internet of Things Podcast](https://hardwarepodcasts.com/podcast/iot-for-all-podcast/2023-11-07-navigating-the-semiconductor-space-for-iot-rand-technologys-jennifer-strawn-inte) (IoT For All Podcast)
- [Mergers and Acquiescence](https://hardwarepodcasts.com/podcast/the-amp-hour/2016-08-05-mergers-and-acquiescence) (The Amp Hour)
- [World Trade Futurity (WTF)](https://hardwarepodcasts.com/podcast/the-amp-hour/2016-11-11-world-trade-futurity-wtf) (The Amp Hour)
- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)

## Citing this page

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