The Circuit

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 opportunities and how regulations may lead to unintended consequences in a world where the semiconductor industry relies on global partnerships.Patrick McGee's column on Apple's tying its future to China. 

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 innovations in the future of the semiconductor industry.

Ben Bajarin and Jay Goldberg dive into the rising trend of tech companies designing their own silicon. They explore how verticalization and standardization shifts impact competition and advantage. The duo discusses the slowdown of Moore's Law, highlighting the importance of custom chips and partnerships. They examine geopolitical influences on silicon ownership and the implications for the automotive industry. This insightful conversation reveals why owning silicon is crucial for controlling product roadmaps and customer relations.

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.