Episode 7: Semiconductor Industry Power Players
- Author
- Ben Bajarin and Jay Goldberg
- Published
- Tue 21 Feb 2023
- Episode Link
- https://share.transistor.fm/s/5c05b532
Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list.
