Hardware Podcasts

Episode 101 Part 2: Digging into TSMC Earnings

The Circuit · 20 Jan 2025 · 30m · Episode 102

What this episode covers

Ben Bajarin and Jay Goldberg analyze TSMC's strong quarterly performance, driven by AI demand, raised Capex guidance of $38-42 billion, and maintained 53% gross margins. They discuss the shift in TSMC's business model from node-centric to volume-agnostic giant dies, highlighting NVIDIA's Blackwell liquid cooling scaling challenges and the growth of custom ASICs from hyper-scalers like Microsoft and Google. The conversation also covers Intel's evolving partnership with TSMC, the potential for Silicon Photonics in next-gen networking, and acquisition rumors surrounding Intel.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, NVIDIA, Intel, Broadcom, Qualcomm, Apple, Microsoft, Google, AMD, MediaTek
Products
Blackwell, Panther, Lunar Lake
Also
RISC-V, SOI

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