# Episode 6: Semiconductor Industry Earnings Review

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-02-13
- Length: 49m
- Episode: 6
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review
- Listen: https://share.transistor.fm/s/d12244ed

## Summary

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.

## Chapters

- [0:02](https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review#t=2) Introduction and Macro Overview
- [1:03](https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review#t=63) Foundry Earnings: TSMC, GlobalFoundries, and SMIC
- [11:18](https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review#t=678) Wafer Equipment: Lam Research and ASML
- [15:02](https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review#t=902) Mobile Market: Smartphone Weakness and Apple's Dominance
- [22:43](https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review#t=1363) PC and Data Center: AMD vs. Intel
- [39:06](https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review#t=2346) Industrial and IoT: Silicon Labs and Arm

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- TSMC (company)
- SMIC (company)
- GlobalFoundries (company)
- Lam Research (company)
- ASML (company)
- YMTC (company)
- Qualcomm (company)
- MediaTek (company)
- Apple (company)
- Honor (company)
- AMD (company)
- Intel (company)
- Silicon Labs (company)
- Arm (company)
- Synopsys (company)
- Cadence (company)
- SiFive (company)

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- [For a couple weeks there...](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-11-28-for-a-couple-weeks-there) (The Amp Hour)
- [ON Semi’s Acquisition | TSMC’s Finer Nodes | Tesla’s AI Chip | China’s Fabless Companies](https://hardwarepodcasts.com/podcast/ee-times-current/2019-04-26-on-semis-acquisition-tsmcs-finer-nodes-teslas-ai-chip-chinas-fabless-companies) (EE Times Current)
- [TSMC Scraps a Batch of Wafers | AI Limitations | ISSCC](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc) (EE Times Current)
- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2023-02-13-episode-6-semiconductor-industry-earnings-review. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.