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The Circuit
NäringslivTeknologi

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

38 min•28 april 2025

In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.

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EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
•52 min
Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
•44 min
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
•54 min
EP 158: Arm 2.0, Memory Freak Out, and AI Models
•49 min
EP: 157 GTC! OFC! Micron Earnings (margin city)
•59 min
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
•43 min
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
•55 min
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
•1 tim 2 min
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
•58 min
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
•49 min

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