Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$

1 المشاهدات· 08/21/23
The Circuit
The Circuit
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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.  

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