EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
Ben Bajarin and Jay Goldberg analyze TSMC's strong earnings and strategic ramp-up of N3 production to meet AI demand, while discussing the compute deficit impacting firms like Anthropic and Cerebras' S1 chip. They explore the fragmenting market for custom ASICs as Google considers design partners like Marvell and MediaTek, and weigh in on Tim Cook's departure from Apple, arguing his legacy was preserving the company's culture for John Ternus.