Hardware Podcasts

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

The Circuit · 6 May 2025 · 52m · Episode 117

What this episode covers

Ben Bajarin and Jay Goldberg analyze recent earnings from Apple and Qualcomm, highlighting Apple's rapid manufacturing shift to India and Qualcomm's successful diversification into automotive and smart IoT. They then examine Intel's foundry strategy, focusing on its competitive chiplet architecture via EMIB and the cost advantages of its PowerVia technology. Finally, the hosts discuss the concept of 'AI factories,' arguing that purpose-built infrastructure should be viewed as a profit center rather than a traditional cost center.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Apple, Qualcomm, Intel, TSMC, Foxconn, Nvidia, AMD, Media Tech, Synopsys, Cadence
Products
PowerVia, EMIB, 14A, 18A, VPro

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