Episode 124
EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
June 23, 202540m 37s
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Show Notes
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital