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

<ul><li>Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.</li><li>Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.</li><li>The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia and Intel have announced a $5 billion deal to collaborate on designing CPU GPU systems for data centers and chiplets for PCs.Jensen Huang surprisingly praised Intel during a press conference, marking a significant shift in Nvidia's history of enmity towards Intel.The collaboration aims to address the scalability limitations of current systems by offering x86 head nodes with NVLink for data centers, filling a market gap for both companies.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

<ul><li>TSMC has been operating as a monopoly, raising prices without consequence and controlling pricing in the industry.</li><li>Intel's CEO's recent comments about not investing in the next process without an external customer have raised concerns about the future of Intel's Foundry business.</li><li>The lack of commitment to future processes has led to suggestions that Intel should shut down fabs and secure capacity at TSMC, potentially impacting CPU competitiveness.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

TSMC has been operating as a monopoly, raising prices without consequence and controlling pricing in the industry.Intel's CEO's recent comments about not investing in the next process without an external customer have raised concerns about the future of Intel's Foundry business.The lack of commitment to future processes has led to suggestions that Intel should shut down fabs and secure capacity at TSMC, potentially impacting CPU competitiveness.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Thematic (Sector/Industry)

<ul><li>Stock market rally gains momentum after news of upcoming summit between Trump and Xi Jinping, supported by inflation data.</li><li>Netflix reports higher revenue and profit in 3Q, driven by subscriber gains, record ad sales, and price increases.</li><li>Netflix continues to be a leader in streaming, emphasizing advertising revenue and confident in future growth with advances in AI.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stock market rally gains momentum after news of upcoming summit between Trump and Xi Jinping, supported by inflation data.Netflix reports higher revenue and profit in 3Q, driven by subscriber gains, record ad sales, and price increases.Netflix continues to be a leader in streaming, emphasizing advertising revenue and confident in future growth with advances in AI.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?...

<ul><li>Firm has been recruiting executive leaders in B2B tech, mostly in semiconductor and deep tech</li><li>Half of clients are in public companies, half in venture backed private environments</li><li>Significant growth in semiconductor industry, driven by AI, leading to talent shortage and high demand for leaders</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Firm has been recruiting executive leaders in B2B tech, mostly in semiconductor and deep techHalf of clients are in public companies, half in venture backed private environmentsSignificant growth in semiconductor industry, driven by AI, leading to talent shortage and high demand for leadersThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>The Federal Reserve cut interest rates by 25 basis points to a range of 4 to 4.25%, citing a shift in risk and uncertainty in the economy.</li><li>Tensions within the Fed committee highlight divisions on future rate cuts, with projections ranging from 2.9% to 4.4% by year end.</li><li>Stagflation concerns have emerged as inflation rises, complicating the Fed's ability to support the job market with aggressive rate cuts.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Federal Reserve cut interest rates by 25 basis points to a range of 4 to 4.25%, citing a shift in risk and uncertainty in the economy.Tensions within the Fed committee highlight divisions on future rate cuts, with projections ranging from 2.9% to 4.4% by year end.Stagflation concerns have emerged as inflation rises, complicating the Fed's ability to support the job market with aggressive rate cuts.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band

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.

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Intel Corp (INTC US)

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Nvidia and Intel announced a $5 billion stock investment and collaboration to jointly design CPU GPU systems for data centers and AI networking,...

The Circuit

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

Overall, TSMC's dominance in the industry and Intel's hesitancy towards investing in new processes have raised concerns about a potential monopoly...

The Circuit

Briefing. Netflix's Shift in Focus, Intel Shows Signs of Life, Could Yelp Save Airbnb's Services?...

Equities rally as news of Trump-Xi summit boosts investor confidence, while Netflix reports strong revenue growth driven by subscriber gains and ad...

The Synopsis

EP 135: Talking Semiconductor Recruiting

The firm specializes in recruiting executive level leaders in B2B tech, specifically in semiconductor and deep tech industries, with a focus on...

The Circuit

Briefing. Nvidia Invests in Intel, Factset at 4 Year Lows, Fed Cuts Rates, Meta Neural Band

The Federal Reserve cuts interest rates, Powell emphasizes risk management, concerns of stagflation arise, Trump administration pushes for...

The Synopsis

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