Hardware Podcasts

Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)

The Circuit · 7 May 2024 · 36m · Episode 67

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent semiconductor earnings, highlighting that while data center growth is strong, it is heavily concentrated in NVIDIA, leaving Intel and AMD struggling to capture significant market share despite their new chips like the MI 300 X and Gaudi 3. They discuss the PC sector, noting that while AI PCs are generating buzz, they are unlikely to trigger a 'super cycle' of sales, with growth expected to be modest. In mobile, Apple's stock rose due to a large share buyback and better-than-expected China unit share, while Qualcomm benefits from a premiumization trend in Android devices. Finally, they examine automotive and industrial semiconductors, noting Qualcomm's design wins in ADAS but questioning their stickiness, while industrial segments like FPGA face ongoing inventory destocking and pricing pressure from Chinese capacity.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, Intel, AMD, Qualcomm, Apple, Silicon Labs, Nordic, NXP, Texas Instruments, Xilinx, Lattice, Altera
Products
MI 300 X, Gaudi 3

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