Hardware Podcasts

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

The Circuit · 24 Oct 2024 · 44m · Episode 90

What this episode covers

Ben Bajarin and Jay Goldberg analyze the divergent semiconductor earnings of ASML, whose stock dropped due to Intel and Samsung delaying EUV orders, and TSMC, which reported strong demand. They discuss the newly formed x86 consortium between Intel and AMD, a strategic move to standardize the architecture in response to competitive pressure from ARM, and the Open Compute Platform conference, where liquid cooling and NVIDIA's ecosystem expansion were key themes. Finally, they cover the emerging trend of hyperscalers like Microsoft and Amazon investing in nuclear energy to power data centers, noting a shift in public and political sentiment toward nuclear power.

Most relevant to

large enterprises

Topics

Mentioned

Companies
ASML, TSMC, Intel, Samsung, NVIDIA, AMD, ARM, Vertive, Lenovo, Foxconn, Microsoft, Amazon, Google
Products
Blackwell, Sapphire Rapids
Also
Open Compute Platform, 3 Mile Island

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