Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
- Author
- Ben Bajarin and Jay Goldberg
- Published
- Mon 21 Aug 2023
- Episode Link
- https://share.transistor.fm/s/0e0add80
Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A. They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.
