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EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
Manage episode 490379055 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing.
124 episodes
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Manage episode 490379055 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing.
124 episodes
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Similar to The Circuit
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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…
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