Hardware Podcasts

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

The Circuit · 26 Feb 2024 · 49m · Episode 57

What this episode covers

Ben Bajarin and Jay Goldberg analyze Intel's recent foundry event, noting their strategic pivot to advanced packaging and chiplets with 18A process technology, while expressing skepticism about their ability to overcome cultural inertia and win major customers like Apple away from TSMC. They then discuss Nvidia's recent earnings, highlighting the unusual influence of retail investors on the stock price and concerns about Nvidia's ability to meet heightened expectations given supply chain constraints and a rapidly shrinking product cadence.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, Nvidia, TSMC, Apple, Microsoft, Qualcomm, MediaTek, AMD, ARM, Synopsys, Cadence, Ansys
Products
H100, B100
Chips
18A
Tools
EMIB

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