# EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-12-09
- Length: 56m
- Episode: 146
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib
- Listen: https://share.transistor.fm/s/74ef18af

## Summary

Ben Bajarin and Jay Goldberg discuss Amazon's AWS Tranium 3, noting its cluster-scale performance parity with Google TPU but skepticism regarding third-party adoption and its role as a bridge to Tranium 4. They analyze Marvell's earnings, highlighting its reliance on Amazon's custom silicon business, the acquisition of Celestial for optical networking, and the competitive threat from Alchip and Broadcom. The hosts also cover Nvidia's investment in Synopsys to secure custom tooling, Intel's resurgence in advanced packaging via EMIB as an alternative to TSMC's CoWoS, and the leadership transition challenges at Apple amid AI strategy uncertainties.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=6) Introduction and AWS Re:Invent Overview
- [0:18](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=18) Amazon Tranium 3 Performance and Third-Party Adoption
- [7:14](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=434) Tranium 4 Roadmap Signaling and AWS Credit Dynamics
- [14:39](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=879) Graviton CPUs and Custom DPU Integration
- [22:08](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=1328) Marvell Earnings, Custom Silicon Lumpiness, and Celestial Acquisition
- [36:43](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=2203) Nvidia Investment in Synopsys and China Sales Approval
- [43:37](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=2617) Intel EMIB vs. TSMC CoWoS and Packaging Demand
- [51:31](https://hardwarepodcasts.com/podcast/the-circuit/2025-12-09-ep-144-aws-tranium-marvell-earnings-intel-emib#t=3091) Apple Leadership Transition and AI Strategy

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)

## Most relevant to

large enterprises

## Mentioned

- Amazon (company)
- AWS (product)
- Tranium (chip)
- Nvidia (company)
- Google (company)
- TPU (chip)
- Anthropic (company)
- Core Weave (company)
- Marvell (company)
- Celestial (company)
- Alchip (company)
- Broadcom (company)
- Synopsys (company)
- Intel (company)
- EMIB (product)
- TSMC (company)
- CoWoS (product)
- Apple (company)
- Tim Cook (other)
- Graviton (chip)
- DPU (product)

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- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)
- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [Intel Memory | ST SiC | Exclusive with Greg Travis on Boeing](https://hardwarepodcasts.com/podcast/ee-times-current/2019-04-05-intel-memory-st-sic-exclusive-with-greg-travis-on-boeing) (EE Times Current)
- [Mercedes Hands Its Keys to Nvidia | Arm’s Monday | GIF You’re Happy and You Know It](https://hardwarepodcasts.com/podcast/ee-times-current/2020-06-26-mercedes-hands-its-keys-to-nvidia-arms-monday-gif-youre-happy-and-you-know-it) (EE Times Current)

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