Hardware Podcasts

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

The Circuit · 11 Nov 2024 · 37m · Episode 93

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent earnings from Arm and Qualcomm, highlighting Arm's conservative guidance and ongoing lawsuit with Qualcomm, while noting Qualcomm's strong automotive diversification despite margin pressures from TSMC price hikes. They discuss the potential impact of the Trump presidency on semiconductor policy, focusing on government support for Intel, tariffs, and trade relations with China. Finally, they preview Nvidia's upcoming earnings, noting that Blackwell demand remains supply-constrained by TSMC packaging capacity, with concerns about future demand sustainability and H100 pricing.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Arm, Qualcomm, Nvidia, TSMC, Intel, MediaTek, Apple, Huawei, Broadcom, Super Micro, Dell
Products
Blackwell, H100, GB200

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