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The Circuit
NäringslivTeknologi

Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition

39 min•25 juli 2024

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. They analyze the challenges and opportunities in the semiconductor industry, particularly in the areas of automotive, IoT, and AI. They also explore the pricing dynamics and competitive landscape between TSMC and Intel. Overall, the conversation highlights the importance of strategic vision, execution, and market demand in shaping the success of semiconductor companies.

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Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
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EP 158: Arm 2.0, Memory Freak Out, and AI Models
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EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
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Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
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Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
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Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
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EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
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The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.