Hardware Podcasts

Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

The Circuit · 20 Jul 2026 · 59m · Episode 177

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze recent earnings from TSMC, ASML, and AEHR, discussing how AI-driven demand is reshaping semiconductor manufacturing. They detail TSMC's increased CapEx for advanced packaging, ASML's expansion of High NA EUV capacity, and AEHR's role in critical burn-in testing for complex chiplets. The hosts also examine market sentiment, noting investor rotation away from semiconductors despite strong fundamentals, and debate the long-term ROI of massive AI infrastructure investments by hyper-scalers and neoclouds.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, ASML, AEHR, NVIDIA, Intel, IBM, Anthropic, OpenAI
Products
High NA EUV, Kimi

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