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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-08-02
- Length: 50m
- Episode: 79
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel
- Listen: https://share.transistor.fm/s/c43d6222

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel#t=6) Introduction: Market Sentiment and Data Center Thesis
- [2:56](https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel#t=176) AMD Earnings: MI300 Growth and Data Center Strength
- [8:49](https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel#t=529) Arm's Business Model: CSS, Licensing, and Valuation
- [21:13](https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel#t=1273) Qualcomm: Automotive Success and PC Misconceptions
- [32:40](https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel#t=1960) Intel: Execution Failures, Layoffs, and Management Credibility
- [45:35](https://hardwarepodcasts.com/podcast/the-circuit/2024-08-02-episode-78-what-a-week-in-semis-amd-arm-qualcomm-intel#t=2735) Intel's Path Forward: Process, Products, and Pat Gelsinger

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

large enterprises

## Mentioned

- AMD (company)
- Arm (company)
- Qualcomm (company)
- Intel (company)
- NVIDIA (company)
- MI300 (product)
- Microsoft (company)
- Azure (product)
- AWS (company)
- Renesas (company)
- Renee Haas (other)
- Cristiano Amon (other)
- Pat Gelsinger (other)
- David Zinsner (other)
- TSMC (company)
- Lunar Lake (product)
- Meteor Lake (product)
- 18A (other)
- 14A (other)

## Related episodes from other shows

- [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)
- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)
- [Managing in a Pandemic | Intel: Meet The New Boss | Arm @ 30](https://hardwarepodcasts.com/podcast/ee-times-current/2021-01-22-managing-in-a-pandemic-intel-meet-the-new-boss-arm-30) (EE Times Current)
- [EE Times Weekly Briefing: Friday, February 1, 2019](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-02-ee-times-weekly-briefing-friday-february-1-2019) (EE Times Current)
- [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)

## Citing this page

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