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The Circuit

The Circuit

A conversation about the business of semiconductors with Jay Goldberg and Ben Bajarin

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WFE to the Moon (Still), Semicon West and OCP Insights

19 Oct 2026AI processed

The semiconductor industry is undergoing a structural transformation driven by AI-related demand, necessitating massive investments in new cleanroom capacity and advanced manufacturing technologies. Semicap toolmakers are innovating beyond traditional mobile and laptop chip requirements to support the production of lar...

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