Episode Details
Back to EpisodesEpisode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
Episode 32
Published 2 years, 6 months ago
Description
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.