Hardware Podcasts

Episode 50: TSMC Earnings Set Stage for 2024

The Circuit · 22 Jan 2024 · 37m · Episode 52

What this episode covers

Ben Bajarin and Jay Goldberg analyze TSMC's strong earnings and 20-25% growth forecast, attributing the surge to NVIDIA's dominance in AI silicon and the transition to leading-edge nodes like 3nm and 2nm. They discuss the industry's shift from financial engineering to R&D-driven innovation, highlighting Supermicro's pre-announcement as a signal of intense demand for AI servers, while warning against 'AI washing' by companies like Intel and AMD that lack substantive architectural differentiation. The hosts also examine TSMC's capacity constraints, the delay of its Arizona fab, and the strategic importance of diversifying customers beyond Apple at the 2nm node.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, NVIDIA, Apple, Supermicro, Intel, AMD, Cerebras, Grok, ARM, Meta
Products
H100, DGX, Llama 3

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