Hardware Podcasts

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

The Circuit · 24 Feb 2025 · 42m · Episode 107

What this episode covers

Ben Bajarin and Jay Goldberg discuss Apple's launch of the C1 modem in the iPhone 16E, analyzing its positioning as an entry-level device with improved battery life rather than a high-performance flagship component. They examine the strategic implications for Qualcomm, Broadcom, and Skyworks, noting that Apple's move to integrate its own modem and Wi-Fi/Bluetooth chips shifts RF content to Broadcom while reducing reliance on traditional suppliers. The hosts then pivot to Intel, debating the viability of its foundry business and recent rumors of a government-backed joint venture with TSMC, concluding that Intel's 18A process is not yet ready for external customers. Finally, they preview Nvidia's upcoming earnings, dismissing short-selling narratives around Microsoft's Azure lease cancellations and Blackwell GPU issues as market noise.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Apple, Qualcomm, TSMC, Intel, Broadcom, Skyworks, Nvidia, Microsoft
Products
C1, iPhone 16E, Blackwell, B200

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