Hardware Podcasts

Episode 99: Semis Outlook for 2025 - Bullishness Remains

The Circuit · 5 Jan 2025 · 42m · Episode 99

What this episode covers

Ben Bajarin and Jay Goldberg discuss the 2025 semiconductor outlook, highlighting continued capital expenditure by hyper-scalers on AI infrastructure and the critical need for software revenue to justify these hardware investments. They analyze the competitive landscape between NVIDIA, AMD, and Broadcom, while noting that consumer electronics like PCs and smartphones will see only modest growth driven by replacement cycles rather than a super-cycle. The hosts also predict a surge in aerospace and military spending, significant activity in AR glasses at CES, and speculate that a foldable iPhone is unlikely before 2026 due to durability concerns.

Most relevant to

large enterprises

Topics

Mentioned

Companies
NVIDIA, AMD, Broadcom, Intel, Microsoft, Amazon, OpenAI, Meta, Apple, Huawei, TCL, Anduril, Palantir, TI, ADI
Products
X-Real

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