Episode
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
- Podcast
- The Circuit
- Published
- Feb 23, 2026
- Duration seconds
- 3502
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/b7305943
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Summary
In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Paul Karazuba discuss the current state of the semiconductor industry, focusing on the impact of tariffs, supply chain challenges, and the shift from copper to fiber in networking. They explore the inflection points driving demand for AI compute and the potential for mergers and acquisitions in the sector. The conversation highlights the complexities of navigating geopolitical tensions and the evolving landscape of technology and infrastructure.