Hardware Podcasts

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

The Circuit · 23 Feb 2026 · 58m · Episode 156

What this episode covers

Ben Bajarin, CEO of Creator Strategies, and Jay Goldberg, equity analyst at Seaport, host Paul Karazuba, CEO of Expedera and member of the Global Semiconductor Alliance (GSA), to discuss the current state of the semiconductor industry. They analyze how tariffs and unprecedented memory/storage shortages are driving up Average Selling Prices (ASP) and constraining consumer electronics margins, while AI-driven demand creates bottlenecks in copper, fiber, and power infrastructure. The conversation highlights key inflection points, including the shift from copper to fiber optics, the move to 800V DC power systems, and the consolidation of AI accelerator startups through M&A as regulatory environments shift.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Creator Strategies, Expedera, Global Semiconductor Alliance, Seaport, Nvidia, Broadcom, Google, Microsoft, Amazon, Arm, Renesas, Accenture, Century Capital, Deutsche Bank, Applied Materials, Eaton, Veritative, Credo, Celestial AI, IR Labs, Momentum, Coherent, OpenAI, Anthropic, Meta, Huawei, OPPO, Vivo
Also
InfiniBand, Ethernet

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