EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
Apr 06, 2026•54 min•Ep. 162
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Episode description
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, and future trends shaping the industry.
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