Semi-Apocalypse podcast: market panic, enterprise AI, and the 2028 GPU glut theory
BenBajarin · x · 2026-11-10
Ben Bajarin and Jay Goldberg discuss the semiconductor "Semi-Apocalypse" on The Circuit podcast, covering:
- The recent market sell-off in semiconductor stocks
- Forecasting a potential GPU glut by 2028
- Bullish enterprise AI signals from Anthropic and Cloudflare
- Enterprise challenges: security and unstructured data
- AMD earnings: supply chain execution and data center growth
- ARM vs Qualcomm on securing supply beyond mobile
- SiTime deep dive: digital MEMS vs analog quartz timing
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