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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-02-24
- Length: 42m
- Episode: 107
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings
- Listen: https://share.transistor.fm/s/80d23098

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=5) Introduction: Apple C1 Modem and iPhone 16E
- [4:51](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=291) Apple's Modem Strategy and Battery Life Benefits
- [12:07](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=727) Discrete vs. Integrated Modem and 5G Macs
- [15:34](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=934) Millimeter Wave, Qualcomm, and Broadcom's RF Share
- [20:53](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=1253) Intel Foundry Rumors and TSMC Joint Venture
- [27:14](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=1634) Intel 18A Readiness and Government Intervention
- [33:03](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=1983) Microsoft Azure Leases and Nvidia Short Thesis
- [38:00](https://hardwarepodcasts.com/podcast/the-circuit/2025-02-24-episode-106-apple-c1-modem-more-intel-rumors-fud-previewing-nvidia-earnings#t=2280) Nvidia Earnings Preview and Blackwell GPUs

## Topics

- [Wireless & RF](https://hardwarepodcasts.com/topic/wireless-and-rf)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

large enterprises

## Mentioned

- Apple (company)
- C1 (product)
- iPhone 16E (product)
- Qualcomm (company)
- TSMC (company)
- Intel (company)
- Broadcom (company)
- Skyworks (company)
- Nvidia (company)
- Microsoft (company)
- Blackwell (product)
- B200 (product)

## Related episodes from other shows

- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)
- [EE Times Weekly Briefing: Friday, February 1, 2019](https://hardwarepodcasts.com/podcast/ee-times-current/2019-02-02-ee-times-weekly-briefing-friday-february-1-2019) (EE Times Current)
- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [AI Chip Revelations | A Corporate Soap Opera | The Sounds of a Pandemic](https://hardwarepodcasts.com/podcast/ee-times-current/2020-04-17-ai-chip-revelations-a-corporate-soap-opera-the-sounds-of-a-pandemic) (EE Times Current)
- [50.0000 Ohms](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-05-31-50-0000-ohms) (The Amp Hour)

## Citing this page

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