Hardware Podcasts

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

The Circuit · 4 Nov 2024 · 44m · Episode 92

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent earnings from AMD and Intel, discussing how AMD's stock dropped despite reasonable results because investors expected it to displace Nvidia in AI, while Intel's turnaround under CEO Pat Gelsinger faces skepticism due to a Reuters report highlighting management missteps. The hosts examine Intel's strategic decision to 'kitchen sink' its financials by reporting an 18% gross margin to create future comparison advantages, and debate the company's cultural challenges and the viability of its Gaudi AI accelerator roadmap. They also cover the mobile semiconductor sector, noting MediaTek's solid performance contrasted with Qorvo's stock decline due to losing share in flagship Android devices to Qualcomm and Broadcom.

Most relevant to

large enterprises

Topics

Mentioned

Companies
AMD, Intel, Nvidia, MediaTek, Qorvo, Qualcomm, Broadcom
Products
Gaudi, Falcon Shores, ARC A770
Also
Pat Gelsinger, Lisa Su

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