# Episode 47: Event Season Insights (Marvell, AMD, Intel)

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-12-18
- Length: 42m
- Episode: 49
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel
- Listen: https://share.transistor.fm/s/c68ae797

## Summary

Ben Bajarin and Jay Goldberg analyze recent semiconductor events, focusing on Marvell's data center strategy, AMD's MI300 X AI accelerator, and Intel's Meteor Lake client silicon. They discuss Marvell's positioning as a data infrastructure company and its semi-custom business, while noting AMD's strong execution with Microsoft and Meta as customers for its MI300 X, though its ROCm software stack lags behind Nvidia's CUDA. The hosts also examine Intel's Meteor Lake chiplet SOC, debating whether it represents a generational leap or merely a competitive response to Apple's M-series chips, and express skepticism about the near-term consumer value of AI PCs.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel#t=5) Introduction and Marvell Analyst Day Overview
- [2:37](https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel#t=157) Marvell's Data Center Strategy and Semi-Custom Business
- [14:30](https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel#t=870) AMD's MI300 X Performance and Customer Announcements
- [22:10](https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel#t=1330) AMD Client Silicon and Software Stack Challenges
- [27:28](https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel#t=1648) Intel Meteor Lake Chiplet Architecture and OEM Expectations
- [34:14](https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel#t=2054) Intel Data Center Products and AI Inference Focus
- [39:52](https://hardwarepodcasts.com/podcast/the-circuit/2023-12-18-episode-47-event-season-insights-marvell-amd-intel#t=2392) Skepticism on AI PC Consumer Adoption and NPUs

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

large enterprises

## Mentioned

- Marvell (company)
- AMD (company)
- Intel (company)
- Nvidia (company)
- MI300 X (product)
- Meteor Lake (product)
- Core Ultra (product)
- Gaudi 2 (product)
- Gaudi 3 (product)
- Sapphire Rapids (product)
- Emerald Rapids (product)
- CUDA (other)
- ROCm (other)
- Apple (company)
- Qualcomm (company)
- Broadcom (company)
- Microsoft (company)
- Meta (company)

## Related episodes from other shows

- [AMD's MI300 and the Future of Accelerated Compute](https://hardwarepodcasts.com/podcast/oxide-and-friends/2023-12-12-amds-mi300-and-the-future-of-accelerated-compute) (Oxide and Friends)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Season 5 of Moore's Lobby is Coming Soon](https://hardwarepodcasts.com/podcast/moores-lobby/2022-09-06-season-5-of-moores-lobby-is-coming-soon) (Moore's Lobby)
- [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)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)

## Citing this page

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