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>Discussion with Josh Lipton about the resolution of companies not being locked out of China</li><li>Jensen and Lisa Su lobbying for their businesses in China</li><li>Political implications and progress in US-China trade relations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion with Josh Lipton about the resolution of companies not being locked out of ChinaJensen and Lisa Su lobbying for their businesses in ChinaPolitical implications and progress in US-China trade relationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Equity Bottom-Up

<ul><li>Huawei is a major player in the AI chip industry, challenging Nvidia's dominance</li><li>The company's European-style headquarters and aggressive sales tactics raise questions about its true nature</li><li>Ren Zhengfei's rare interview with People's Daily highlights Huawei's central role in China's tech industry and diplomatic relations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Huawei is a major player in the AI chip industry, challenging Nvidia's dominanceThe company's European-style headquarters and aggressive sales tactics raise questions about its true natureRen Zhengfei's rare interview with People's Daily highlights Huawei's central role in China's tech industry and diplomatic relationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Chinese Chip Giant That Could Be Nvidia's Biggest Threat

<ul><li>Nvidia surpassed expectations in China despite challenges, indicating growth in other areas of their business</li><li>Shift from training to inference era highlighted, with focus on customers buying Nvidia systems for inference</li><li>Competition in the inference market could pose challenges for Nvidia, especially as costs grow and alternatives emerge like Google's tpu</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia surpassed expectations in China despite challenges, indicating growth in other areas of their businessShift from training to inference era highlighted, with focus on customers buying Nvidia systems for inferenceCompetition in the inference market could pose challenges for Nvidia, especially as costs grow and alternatives emerge like Google's tpuThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

<ul><li>Semiconductor industry expected to grow by 10%</li><li>US semiconductor manufacturing expansion faces challenges</li><li>Trump and China agree to a 90-day pause on new tariffs, with uncertainty about future outcomes</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Semiconductor industry expected to grow by 10%US semiconductor manufacturing expansion faces challengesTrump and China agree to a 90-day pause on new tariffs, with uncertainty about future outcomesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

<ul><li>iPhone 16e starting at $599, positioned as entry level but not bare bones</li><li>Apple targeting customers who hold onto phones for a long time with best battery life in any iPhone</li><li>Modem C1 upgrade seen as key contributor to improved battery life, but was not highlighted in launch, raising questions about performance quality</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

iPhone 16e starting at $599, positioned as entry level but not bare bonesApple targeting customers who hold onto phones for a long time with best battery life in any iPhoneModem C1 upgrade seen as key contributor to improved battery life, but was not highlighted in launch, raising questions about performance qualityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

Discussion with Josh Lipton about the competition between Lisa Su and Jensen Huang to gain market share in China, amidst political implications for...

The Circuit

The Chinese Chip Giant That Could Be Nvidia's Biggest Threat

Huawei is a major player in the AI chip industry, challenging Nvidia's dominance The company's European-style headquarters and aggressive sales...

Odd Lots

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...

The Circuit

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

The semiconductor industry is anticipated to grow by 10%, but US manufacturing expansion faces challenges and restrictions on Chinese chip makers,...

The Circuit

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Apple's focus on addressing key issues such as battery life and modem efficiency in their entry-level product, the iPhone 16e, to target price...

The Circuit

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