Episode

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

Podcast
The Circuit
Published
Apr 6, 2026
Duration seconds
3262
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/9764645e
Audio
https://media.transistor.fm/9764645e/855a67e0.mp3
JSON
/v1/public/podcasts/the-circuit-5928182/episodes/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more
Markdown
/podcast/the-circuit-5928182/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more.md

Actions

  • POST https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more/transcription-requests
    Idempotently request low-priority transcript generation for this episode.
  • GET https://stenobird.com/podcast/the-circuit-5928182/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more.md
    Read the agent-friendly Markdown representation of this episode resource.

Summary

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.