Hardware Podcasts

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

The Circuit · 28 Apr 2025 · 38m · Episode 116

What this episode covers

Ben Bajarin and Jay Goldberg analyze Intel's recent earnings report under new CEO Lipu Poon, discussing the strategic implications of massive workforce reductions and the need for cultural shifts to empower engineers. They examine Intel's AI strategy, noting the ambiguity around its execution and the potential for acquisitions, while also evaluating the competitive landscape of foundry services following TSMC's unveiling of its A14 process. The hosts conclude by assessing the volatile impact of global tariffs on the semiconductor supply chain, highlighting recent diplomatic shifts between the US and China.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Intel, TSMC, AMD, Apple, Nvidia
Products
Panther Lake, Nova Lake, 18A, 14A, A14, Grace Blackwell
Also
Lipu Poon, Michelle Johnston Holthaus

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