Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic this goal is.</li><li>The speculation is that Altman and OpenAI may be in negotiations with Nvidia over purchasing their chips, but the terms offered were not satisfactory, leading to Altman's desire to build their own chips.</li><li>There are concerns about the feasibility of raising such a large amount of money and finding the necessary talent to undertake this project. Intel may be open to partnering with Altman, but the investment potential and business viability are uncertain.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic this goal is.The speculation is that Altman and OpenAI may be in negotiations with Nvidia over purchasing their chips, but the terms offered were not satisfactory, leading to Altman's desire to build their own chips.There are concerns about the feasibility of raising such a large amount of money and finding the necessary talent to undertake this project. Intel may be open to partnering with Altman, but the investment potential and business viability are uncertain.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Episode 53: Supply Chain Demand Help and Dueling Mega Cycles

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

Equity Bottom-Up

<ul><li>Investment firms are using Ten East to diversify their personal portfolios.</li><li>Business Breakdowns is a podcast series that explores the history, business models, and competitive advantages of different businesses.</li><li>Todd Austin, CIO of Parnassus Investments, discusses Intel's fall from its iconic status and the factors that contributed to it.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Investment firms are using Ten East to diversify their personal portfolios.Business Breakdowns is a podcast series that explores the history, business models, and competitive advantages of different businesses.Todd Austin, CIO of Parnassus Investments, discusses Intel's fall from its iconic status and the factors that contributed to it.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>In the fourth quarter of 2023, Intel managed to display consistent progress towards its Integrated Device Manufacturer (IDM) 2.0 transformation.</li><li>This implied effective execution of its strategy to reestablish process leadership and fostering product execution.</li><li>Revenue exceeded expectations for the fourth consecutive quarter due to the company’s focus on driving operating leverage and managing expenses, thereby meeting the cost savings commitment for fiscal year 2023.</li></ul>

In the fourth quarter of 2023, Intel managed to display consistent progress towards its Integrated Device Manufacturer (IDM) 2.0 transformation.This implied effective execution of its strategy to reestablish process leadership and fostering product execution.Revenue exceeded expectations for the fourth consecutive quarter due to the company’s focus on driving operating leverage and managing expenses, thereby meeting the cost savings commitment for fiscal year 2023.

Intel Corporation: Solid Advances in AI and the Cloud & Other Major Drivers

Global Commodities, Mint Finance

Srinidhi Raghavendra

Global Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>Markets raced to 52-week highs across US equity benchmarks with rally in tech stocks contributing to much of these gains. Nikkei raced to print another 34-year high.</li>
<li>Oil &amp; Copper ticked higher while other major commodities trended downwards last week. Beans and Corn marked their lowest price prints over the last 52-weeks.</li>
<li>Life is too short to be spent writing for an echo chamber and rewriting to meet the often arbitrary demands of a reviewer, writes Dr Damodaran.</li>
</ul>


Markets raced to 52-week highs across US equity benchmarks with rally in tech stocks contributing to much of these gains. Nikkei raced to print another 34-year high.
Oil &amp; Copper ticked higher while other major commodities trended downwards last week. Beans and Corn marked their lowest price prints over the last 52-weeks.
Life is too short to be spent writing for an echo chamber and rewriting to meet the often arbitrary demands of a reviewer, writes Dr Damodaran.


[TW2] US & JPN Equities on Steroids While China Remains Shaky on Deflation Fears (W/E 19th Jan 24)

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>For 2023, Smartphone unit shipments amounted to 1.17 billion units,  a 3.2% YoY decline, far better than we expected at the beginning of last year.</li>
<li>For 2023, PC unit shipments amounted to 241.8 million units, a 14.8% YoY decline, worse than expected. Last time annual shipments fell below 250 million units was in 2006.</li>
<li>The weaker than anticipated PC TAM is a headwind for Intel heading into earnings and Q124 guidance on January 25</li>
</ul>


For 2023, Smartphone unit shipments amounted to 1.17 billion units,  a 3.2% YoY decline, far better than we expected at the beginning of last year.
For 2023, PC unit shipments amounted to 241.8 million units, a 14.8% YoY decline, worse than expected. Last time annual shipments fell below 250 million units was in 2006.
The weaker than anticipated PC TAM is a headwind for Intel heading into earnings and Q124 guidance on January 25


2023 PC Unit Shipments Disappoint While Smartphone Fared Better Than Expected

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Intel Corp (INTC US)

Episode 53: Supply Chain Demand Help and Dueling Mega Cycles

Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...

The Circuit

Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

In this episode of Business Breakdowns, Todd Austin from Parnassus Investments discusses the decline of Intel, including its loss of market share...

Business Breakdowns

Intel Corporation: Solid Advances in AI and the Cloud & Other Major Drivers

In the fourth quarter of 2023, Intel managed to display consistent progress towards its Integrated Device Manufacturer (IDM) 2.0...

Baptista Research

[TW2] US & JPN Equities on Steroids While China Remains Shaky on Deflation Fears (W/E 19th Jan 24)

Animal spirits were back in charge last week as market sentiments rose high. US and Japanese equity markets continue to set record highs. Are we...

Mint Finance

2023 PC Unit Shipments Disappoint While Smartphone Fared Better Than Expected

For 2023, PC unit shipments amounted to 241.8 million units, a 14.8% YoY decline, worse than expected. Last time annual shipments fell below 250...

William Keating

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)