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Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges


Episode 4


Many countries are working hard to invest in owning more of the semiconductor industry stack. This will be easier and harder for some countries. Ben Bajarin and Jay Goldberg discuss challenges and op…


Published on 2 years, 7 months ago

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Episode 3: Moore's Law and Process vs. Packaging


Episode 3


Ben Bajarin and Jay Goldberg look at the challenges a slowing/dying Moore's Law has on foundries and silicon vendors. A key part of the discussion is the role process technology plays vs. packaging i…


Published on 2 years, 7 months ago

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Episode 2: The Business of Going Vertical


Episode 2


Ben Bajarin and Jay Goldberg discuss the main reasons and strategies why technology companies are increasingly making their own silicon.


Published on 2 years, 8 months ago

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The Circuit Ep:1 - Introductions


Episode 1


Ben Bajarin and Jay Goldberg introduce The Circuit and discuss why a dedicated podcast about the business and industry of semiconductors is needed and relevant.


Published on 2 years, 8 months ago





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