Hardware Podcasts

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

The Circuit · 2 Aug 2024 · 50m · Episode 79

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent earnings from AMD, Arm, Qualcomm, and Intel, highlighting AMD's strong data center growth driven by MI300 sales and Arm's evolving licensing model. They critique Qualcomm's vague PC strategy and strong automotive diversification, while detailing Intel's severe execution failures, including missed guidance, inventory issues, and a loss of management credibility.

Most relevant to

large enterprises

Topics

Mentioned

Companies
AMD, Arm, Qualcomm, Intel, NVIDIA, Microsoft, AWS, Renesas, TSMC
Products
MI300, Azure, Lunar Lake, Meteor Lake
Also
Renee Haas, Cristiano Amon, Pat Gelsinger, David Zinsner, 18A, 14A

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