Hardware Podcasts

Episode 6: Semiconductor Industry Earnings Review

The Circuit · 13 Feb 2023 · 49m · Episode 6

What this episode covers

Jay Goldberg and Ben Bajarin review semiconductor earnings trends, highlighting TSMC's diversification, Lam Research's struggles with Chinese sanctions, and the contrasting fortunes of AMD and Intel. They analyze the weak smartphone market, noting Apple's resilience and the rise of Honor in China, before discussing the recovery of IoT via Silicon Labs and Arm's upcoming IPO.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, SMIC, GlobalFoundries, Lam Research, ASML, YMTC, Qualcomm, MediaTek, Apple, Honor, AMD, Intel, Silicon Labs, Arm, Synopsys, Cadence, SiFive

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