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>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

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.</li><li>The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.</li><li>Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Qorvo and MediaTek reported mixed results, with Qorvo seeing a significant stock drop due to lowered guidance, indicating possible share loss in flagship smartphones.</li><li>Qualcomm may see strength in the high-end ASP of Android phones, but the RF market is competitive, with Qualcomm and Broadcom potentially impacting competitors like Qorvo and Skyworks.</li><li>Intel faced challenges with credibility on Wall Street due to a Reuters article criticizing CEO Pat's turnaround efforts, highlighting the importance of cultural alignment and strategic decision-making for the company's future.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Qorvo and MediaTek reported mixed results, with Qorvo seeing a significant stock drop due to lowered guidance, indicating possible share loss in flagship smartphones.Qualcomm may see strength in the high-end ASP of Android phones, but the RF market is competitive, with Qualcomm and Broadcom potentially impacting competitors like Qorvo and Skyworks.Intel faced challenges with credibility on Wall Street due to a Reuters article criticizing CEO Pat's turnaround efforts, highlighting the importance of cultural alignment and strategic decision-making for the company's future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

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 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

AI's Three Investing Phases

The article discusses how AI is revolutionizing industries globally, with investors strategizing on how to capitalize on the technology's evolution...

The Bid

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

In summary, the semiconductor industry is experiencing shifts in market dynamics, with companies like Qorvo and Qualcomm making strategic decisions...

The Circuit

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