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The Circuit
NäringslivTeknologi

Episode 6: Semiconductor Industry Earnings Review

49 min•13 februari 2023

Jay Goldberg and Ben Bajarin discuss macro earnings trends from numerous semiconductor players and what the key takeaways from earnings are in semi-equipment, PC, Smartphone, and Industrial/IoT. 

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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

The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.