# IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-02-26
- Length: 49m
- Episode: 57
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-02-26-ifs-connect-takeaways-nvidia-earnings-as-the-new-semiconductor-king
- Listen: https://share.transistor.fm/s/0869a7ea

## Summary

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.

## Outline

1. Introduction: Intel Foundry Event and Nvidia Earnings
2. Intel's Foundry Strategy: 18A Process and Ecosystem
3. Intel's Packaging Bet vs. TSMC's Monolithic Dominance
4. Customer Dynamics: Apple, Qualcomm, and MediaTek
5. Nvidia Earnings: Retail Investor Influence and Stock Volatility
6. Nvidia's Product Cadence and Supply Chain Constraints
7. The Inference Market and Nvidia's Competitive Moat

## Topics

- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)

## Most relevant to

large enterprises

## Mentioned

- Intel (company)
- Nvidia (company)
- TSMC (company)
- Apple (company)
- Microsoft (company)
- Qualcomm (company)
- MediaTek (company)
- AMD (company)
- ARM (company)
- Synopsys (company)
- Cadence (company)
- Ansys (company)
- 18A (chip)
- H100 (product)
- B100 (product)
- EMIB (tool)

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- [Headline: Intel Throws a Curveball | The Book on Gallium Nitride](https://hardwarepodcasts.com/podcast/ee-times-current/2021-03-26-headline-intel-throws-a-curveball-the-book-on-gallium-nitride) (EE Times Current)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (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)
- [China’s $28B Big Fund | The Cockiest Startup | Sony’s Ambitions](https://hardwarepodcasts.com/podcast/ee-times-current/2019-11-22-chinas-28b-big-fund-the-cockiest-startup-sonys-ambitions) (EE Times Current)
- [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)

## Citing this page

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