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>The United States government now owns 10% of Intel, a move that is seen as a vote of confidence in the company's future</li><li>The deal, worth $8.9 billion, involves the government buying new shares at a 20% discount, leading to dilution for existing shareholders</li><li>There are still many unanswered questions about the deal, including the government's role in Intel's decision-making and the company's commitment to advancing technology.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The United States government now owns 10% of Intel, a move that is seen as a vote of confidence in the company's futureThe deal, worth $8.9 billion, involves the government buying new shares at a 20% discount, leading to dilution for existing shareholdersThere are still many unanswered questions about the deal, including the government's role in Intel's decision-making and the company's commitment to advancing technology.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

<ul><li>Discussion about the licenses and revenue share/tax imposed on AMD and Nvidia for selling to China</li><li>Concerns raised about the constitutionality of the measure and potential precedent it sets</li><li>Previous experiences in China contrasted with current moves towards a planned economy in America</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion about the licenses and revenue share/tax imposed on AMD and Nvidia for selling to ChinaConcerns raised about the constitutionality of the measure and potential precedent it setsPrevious experiences in China contrasted with current moves towards a planned economy in AmericaThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!

<ul><li>Global Foundries acquiring MIPS, sparking conversation about RISC V's role in the ecosystem</li><li>Global Foundries focusing on offering IP and services in niche markets with potential for growth</li><li>MIPS will continue to operate independently, providing turnkey solutions for RISC V and potential customizations for customers</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Foundries acquiring MIPS, sparking conversation about RISC V's role in the ecosystemGlobal Foundries focusing on offering IP and services in niche markets with potential for growthMIPS will continue to operate independently, providing turnkey solutions for RISC V and potential customizations for customersThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

<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>Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.</li><li>Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.</li><li>Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

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 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

The government has acquired a 10% stake in Intel, raising questions about its level of control and impact on shareholders.

The Circuit

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!

An analyst discusses the potential impact of licensing and taxes on AMD and Nvidia in China, expressing concerns about legality and the need for a...

The Circuit

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

GlobalFoundries acquires MIPS to enhance their offerings in RISC V technology for Edge, IoT, and embedded systems, aiming to provide better IP and...

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 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Microsoft's financial numbers remained steady with a focus on AI investment and potential growth in other areas of the business.

The Circuit

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