Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

Episode 122: Apple's WWDC, AMD AI Event, Semi...

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Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insights into market dynamics, strategic moves by Intel, and the future of AI hardware and software. 

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. They analyze market dynamics, technological advancements, an ...  Show more

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