Episode 32
Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
August 21, 202334m 47s
Audio is streamed directly from the publisher (media.transistor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A. They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital