Episode 48: Semiconductor Industry Wish Lists for 2024

Summary

In this episode, Ben Bajarin and Jay Goldberg discuss their hopes and predictions for the semiconductor industry in 2024. They cover topics such as the need for clarity of direction in automotive semis, the potential for partnerships and spin-offs in the industry, the importance of venture funding for semiconductor startups, the need for a more balanced and realistic narrative around AI, and the challenges and tensions between the US and China in the chip industry. They also make some speculative predictions about potential acquisitions and consolidation in the industry.

Takeaways

• The automotive semiconductor industry needs more clarity of direction to understand where it is headed.
• Partnerships and spin-offs could be a productive way for semiconductor companies to work together and fill gaps in their offerings.
• There is a need for more venture funding for semiconductor startups, as the industry is capital-intensive and often overlooked by investors.
• The narrative around AI needs to change to avoid overhyping and misunderstanding the technology.
• Reducing tensions between the US and China in the chip industry would benefit both countries and the global semiconductor ecosystem.