Research Archive

August 21, 2023 / Ben Bajarin

The Competitive Landscape in the Global Semiconductor Foundry Industry

This is a summary of Episode 30 of the Circuit with Ben Bajarin and Jay Goldberg. The semiconductor foundry business plays a crucial role in supplying leading-edge chips for everything from smartphones to data centers. As demand for semiconductors continues to grow, there is increasing attention on the competitive dynamics between the major foundry players…

August 15, 2023 / Ben Bajarin

The Globalization of Semiconductors: Challenges of Onshoring Production

This brief highlights the main points discussed by Ben Bajarin and Jay Goldberg on Episode 29 of The Circuit. Semiconductors have emerged as an area of intense economic and political focus in recent years. With countries around the world seeking to reshore production capacity, the industry faces major challenges in localization. This podcast summarizes expert…

August 7, 2023 / Ben Bajarin

The Rise of Custom Silicon

This is an excerpt from the latest Episode of The Circuit with Ben Bajarin and Jay Goldberg.   While much of the technology industry relies on merchant silicon from companies like Intel, AMD, and Nvidia, research shows more major players are quietly turning to custom chip designs. In a recent discussion, industry analysts Ben Bajarin…

July 17, 2023 / Ben Bajarin

The AI Semiconductor Opportunity

This is a highlight summary of Episode 26 of The Circuit with Ben Bajarin and Jay Goldberg.     Industry analysts recently debated the impact of AI on the semiconductor market and which companies stand to benefit most from this disruptive trend. They see three critical questions shaping the AI chip sector: Will AI spur…

July 15, 2023 / Ben Bajarin

Navigating the Path to a Trillion-Dollar Semiconductor Industry

This is a highlight overview of Episode. 25 of The Circuit with Ben Bajarin and Jay Goldberg   The semiconductor sector has set its sights on reaching $1 trillion in annual sales by 2030, more than doubling its current market size. However, industry experts warn this ambitious goal faces no shortage of competitive, resource, and…

July 5, 2023 / Ben Bajarin

Arm Chips Look to Expand Data Center Presence

This is a highlight summary of Episode 24 of the Circuit with Ben Bajarin and Jay Goldberg.     Arm-based processors have conquered the mobile world, powering nearly all smartphones and tablets globally. Yet the architecture has struggled to make similar inroads into data center servers, where Intel’s x86 has ruled for decades. However, Arm’s…

Trusted by 80% of the top 10 Fortune 500 technology companies