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The Circuit
NäringslivTeknologi

Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

59 min•20 juli 2026

In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects.

Key Topics:

  • TSMC's CapEx increase and demand signals
  • ASML's capacity expansion and high NA EUV technology
  • Air's role in semiconductor testing and optical advancements
  • Market sentiment and investor rotation in semiconductors
  • The impact of AI on chip demand and manufacturing


Fler avsnitt av The Circuit

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EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
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EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
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EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.
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EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways
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