Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
Ben Bajarin and Jay Goldberg analyze Intel's recent earnings report under new CEO Lipu Poon, discussing the strategic implications of massive workforce reductions and the need for cultural shifts to empower engineers. They examine Intel's AI strategy, noting the ambiguity around its execution and the potential for acquisitions, while also evaluating the competitive landscape of foundry services following TSMC's unveiling of its A14 process. The hosts conclude by assessing the volatile impact of global tariffs on the semiconductor supply chain, highlighting recent diplomatic shifts between the US and China.