Omdia

Research firm with semiconductor forecasts

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Episodes

#5749: From Sand to Trillion-Dollar Chips: Semiconductors in 5 Levels

A bad conductor and a bad insulator — and the most important material in civilization. Semiconductors explained in five escalating levels.

Oct 6
#1619: Legacy Gravity: Why the Cloud Winner Is Already Chosen

Explore "legacy gravity" and why the $110 billion cloud bill is coming due as AWS, Azure, and GCP dominate the 2026 infrastructure landscape.

Mar 27