Hardware Podcasts

Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition

The Circuit · 23 Oct 2023 · 41m · Episode 41

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze TSMC's recent earnings, identifying the company as a bellwether for semiconductor trends, including the strong ramp of 3nm and 5nm nodes and the weakness in 7nm smartphone volumes. They discuss TSMC's strategic pricing, Capex normalization, and the emerging competitive landscape involving Intel's 18A process and Samsung's efforts. The conversation highlights the shift toward larger die sizes and advanced packaging driven by AI demand, while noting the challenges of maintaining gross margins amidst rising capital intensity.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, Intel, Samsung, Nvidia, Qualcomm, Media Tech, Apple, Global Foundries, AMD, Huawei

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