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

Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<ul><li>ZT is a large server company focused on serving hyperscalers like Microsoft and AWS</li><li>They design customized infrastructure products tailored to specific customer needs</li><li>AMD sees ZT as an asset to drive competitive advantage in the data center and AI markets, enabling them to design systems that optimize performance and efficiency.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ZT is a large server company focused on serving hyperscalers like Microsoft and AWSThey design customized infrastructure products tailored to specific customer needsAMD sees ZT as an asset to drive competitive advantage in the data center and AI markets, enabling them to design systems that optimize performance and efficiency.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

Thematic (Sector/Industry)

<ul><li>Discussion on the balance between custom ASICs and GPUs in the tech industry</li><li>Concerns about over-excitement towards custom ASICs and potential loss of market share for GPUs</li><li>Considerations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the balance between custom ASICs and GPUs in the tech industryConcerns about over-excitement towards custom ASICs and potential loss of market share for GPUsConsiderations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 105: Sanity Check on Custom ASICS?

<ul><li>Strong quarter with big surprise on EPS and above-expectation guidance</li><li>Positive performance in PCs and automotive sectors, with design wins and partnerships</li><li>Concerns over competitive landscape and market expectations, but overall solid performance from Qualcomm and potential for growth opportunities in the future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Strong quarter with big surprise on EPS and above-expectation guidancePositive performance in PCs and automotive sectors, with design wins and partnershipsConcerns over competitive landscape and market expectations, but overall solid performance from Qualcomm and potential for growth opportunities in the futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

<ul><li>CES portfolio rebalancing happening at the beginning of the year</li><li>Predictions for semiconductor and tech industry in 2025</li><li>Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhones</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CES portfolio rebalancing happening at the beginning of the yearPredictions for semiconductor and tech industry in 2025Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhonesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 99: Semis Outlook for 2025 - Bullishness Remains

<ul><li>Discussion on the future of Nvidia and the semiconductor industry, including concerns about growth and competition</li><li>Analysis of the potential impact of custom ASICs on Nvidia's market dominance and revenue growth</li><li>Consideration of the performance and prospects of major tech companies like Apple, AMD, Intel, Google, Amazon, and Microsoft in relation to AI and cloud software developments.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the future of Nvidia and the semiconductor industry, including concerns about growth and competitionAnalysis of the potential impact of custom ASICs on Nvidia's market dominance and revenue growthConsideration of the performance and prospects of major tech companies like Apple, AMD, Intel, Google, Amazon, and Microsoft in relation to AI and cloud software developments.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 98: 2024 Semi Recap and Outlook Into 2025

United States

Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.

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Advanced Micro Devices (AMD US)

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

ZT is a large server company that focuses on designing customized infrastructure products for hyperscalers like Microsoft and AWS, with AMD seeing...

The Circuit

Episode 105: Sanity Check on Custom ASICS?

The episode delves into the debate between custom ASICs and GPUs in the tech industry, highlighting the benefits and drawbacks of each while...

The Circuit

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Overall, Qualcomm had a strong quarter with a big surprise on EPS, profitability, and guidance, despite a dip in after hours trading, due to...

The Circuit

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Discussion on stock portfolio rebalancing and technology trends for 2025, including AI, semiconductor, and AR glasses markets, with predictions on...

The Circuit

Episode 98: 2024 Semi Recap and Outlook Into 2025

The discussion focused on the semiconductor industry, particularly Nvidia's performance, with questions raised about its future growth and...

The Circuit

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