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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-07-25
- Length: 38m
- Episode: 77
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition
- Listen: https://share.transistor.fm/s/55990966

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition#t=6) Introduction: Earnings Season Overview
- [2:07](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition#t=127) NXP Earnings: Automotive Strength vs. Inventory Issues
- [10:11](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition#t=611) Silicon Labs: IoT Fragmentation and Guidance Cuts
- [16:48](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition#t=1008) TSMC Earnings: HPC Dominance and 3nm AI Node
- [23:18](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition#t=1398) TSMC Pricing Strategy and Intel Foundry Competition
- [34:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition#t=2045) TSMC vs. Intel: Management Philosophies and Foundry 2.0

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

large enterprises

## Mentioned

- NXP (company)
- Silicon Labs (company)
- TSMC (company)
- Intel (company)
- Nvidia (company)
- 3 nanometer (other)
- High NA EUV (other)

## Related episodes from other shows

- [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)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [CES 2019 Special: Tyson Tuttle, Silicon Labs + Chris Stansbury, Arrow](https://hardwarepodcasts.com/podcast/ee-times-current/2019-01-14-ces-2019-special-tyson-tuttle-silicon-labs-chris-stansbury-arrow) (EE Times Current)
- [TSMC Scraps a Batch of Wafers | AI Limitations | ISSCC](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-22-tsmc-scraps-a-batch-of-wafers-ai-limitations-isscc) (EE Times Current)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2024-07-25-episode-76-tales-of-analog-semis-tsmc-earnings-and-foundry-competition. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.