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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-10-24
- Length: 44m
- Episode: 90
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-10-24-episode-90-tsmc-asml-earnings-signals-x86-consortium-nuclear-trending
- Listen: https://share.transistor.fm/s/f5454616

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-24-episode-90-tsmc-asml-earnings-signals-x86-consortium-nuclear-trending#t=5) Introduction: ASML and TSMC Earnings
- [2:18](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-24-episode-90-tsmc-asml-earnings-signals-x86-consortium-nuclear-trending#t=138) ASML Guidance, Intel, and Samsung Delays
- [9:47](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-24-episode-90-tsmc-asml-earnings-signals-x86-consortium-nuclear-trending#t=587) TSMC Dominance and Nvidia Margin Negotiations
- [15:29](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-24-episode-90-tsmc-asml-earnings-signals-x86-consortium-nuclear-trending#t=929) Intel and AMD x86 Consortium Formation
- [27:01](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-24-episode-90-tsmc-asml-earnings-signals-x86-consortium-nuclear-trending#t=1621) Open Compute Platform: Liquid Cooling and NVIDIA's Ecosystem
- [37:05](https://hardwarepodcasts.com/podcast/the-circuit/2024-10-24-episode-90-tsmc-asml-earnings-signals-x86-consortium-nuclear-trending#t=2225) Hyperscalers Investing in Nuclear Energy

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)

## Most relevant to

large enterprises

## Mentioned

- ASML (company)
- TSMC (company)
- Intel (company)
- Samsung (company)
- NVIDIA (company)
- AMD (company)
- ARM (company)
- Open Compute Platform (other)
- Vertive (company)
- Lenovo (company)
- Foxconn (company)
- Microsoft (company)
- Amazon (company)
- Google (company)
- Blackwell (product)
- Sapphire Rapids (product)
- 3 Mile Island (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)
- [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)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [How Much is Enough for Hyperscale Companies?](https://hardwarepodcasts.com/podcast/ee-times-current/2019-07-26-how-much-is-enough-for-hyperscale-companies) (EE Times Current)
- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)

## Citing this page

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