Hardware Podcasts

Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition

The Circuit · 25 Jul 2024 · 38m · Episode 77

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent earnings from NXP and Silicon Labs, noting that while automotive remains a strength for NXP, elevated inventory and a slowdown in EV production have led to disappointing guidance and investor skepticism. They discuss Silicon Labs' struggles in the fragmented IoT sector, where complex, project-based demand makes revenue difficult to model, leading to lowered guidance. The hosts then examine TSMC's earnings, highlighting a pivotal shift where High Performance Computing (HPC) now constitutes 52% of revenue, driven by 3nm AI chip demand, and debate TSMC's strategic pricing decisions relative to Intel's emerging foundry competition.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NXP, Silicon Labs, TSMC, Intel, Nvidia
Also
3 nanometer, High NA EUV

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