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Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition

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Manage episode 430741973 series 3428472
Konten disediakan oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. They analyze the challenges and opportunities in the semiconductor industry, particularly in the areas of automotive, IoT, and AI. They also explore the pricing dynamics and competitive landscape between TSMC and Intel. Overall, the conversation highlights the importance of strategic vision, execution, and market demand in shaping the success of semiconductor companies.

  continue reading

89 episode

Artwork
iconBagikan
 
Manage episode 430741973 series 3428472
Konten disediakan oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. They analyze the challenges and opportunities in the semiconductor industry, particularly in the areas of automotive, IoT, and AI. They also explore the pricing dynamics and competitive landscape between TSMC and Intel. Overall, the conversation highlights the importance of strategic vision, execution, and market demand in shaping the success of semiconductor companies.

  continue reading

89 episode

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