{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Circuit","title":"Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/0e0add80\"></iframe>","width":"100%","height":180,"duration":2087,"description":"Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A.  They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.  ","thumbnail_url":"https://img.transistorcdn.com/fYACcTX9lHJQV5HMEqnPC2MCPLH1nc-KdhtAT0N5lV4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzM3MjEyLzE2NzQz/MTg3MzAtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}