Show Notes
In this episode of the Semi Doped podcast, Austin and Vik delve into the current state of the semiconductor industry, focusing on the memory crisis driven by increasing demand from AI applications. They discuss the implications of rising memory prices, the impact of hyperscaler spending on the market, and the strategic moves of major players like Google, Microsoft, Meta, and Amazon in the AI landscape. Takeaways Memory prices are skyrocketing, impacting consumer electronics.The memory crisi...
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