Transistor Radio Episode 28: Top 3 Stories of Semiconductors 2024
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Nov 26, 2024 Delve into the exciting world of 2024's semiconductor landscape! The hosts engage in a humorous take on industry acquisitions and share personal stories about work-life balance. Discover the surprising revival of American manufacturing and hear about Samsung's challenges amid leadership changes. Explore the impact of AI on market dynamics and the notable rise of companies like NVIDIA. Finally, discuss how political shifts could reshape the industry, with a nod to Taiwan's essential role in manufacturing.
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TSMC's Bargaining Tactic
- TSMC criticized American semiconductor fabs and workers before receiving CHIPS Act grants.
- After receiving the grants, TSMC claimed yields were better than Taiwan's.
AI's Grid Impact
- AI's power consumption is now straining the US power grid, a development unforeseen years ago.
- This marks semiconductors' impact on mainstream issues, pushing power requests to their limits and raising discussions about nuclear power.
Samsung Foundry Concerns
- Samsung Foundry's yields have been a concern, intensifying in 2024 with news of potential outsourcing to TSMC.
- The situation raises questions about Samsung's future as the number two foundry, given Korea's opaque nature.