Selected Reads

Smartkarma

Equity Bottom-Up

There’s so much demand for the $53 billion CHIPS Act, the Biden administration has announced it will scrap funding originally allocated to semiconductor R&amp;D facilities, and instead fund manufacturing hubs like Intel’s. But the funding amount is more like a drop in the bucket in Intel’s longer-term vision for its foundry business. Plus, Salesforce’s AI Chief Clara Shih joins us to talk about a new gen-AI co-pilot tool Einstein and how it’s driving productivity for customers. <a target="_blank" rel="noopener nofollow" href="https://share.transistor.fm/s/7f649013">Continue listening on</a>…

SummaryThis episode of The Circuit discusses the recent Intel Foundry event and Nvidia's earnings. The conversation explores Intel's focus on becoming a leading foundry and its bet on advanced packaging. The hosts also discuss concerns about Intel's culture and execution, as well as the response from TSMC. The episode concludes with predictions about the future of the market and the role of Intel in the industry. In this conversation, Jay Goldberg and Ben Bajarin discuss the future of TSMC and…

SummaryIn this conversation, Ben Bajarin and Jay Goldberg discuss the latest news and trends in the semiconductor industry, with a focus on TSMC's strong earnings and growth forecast. They explore the importance of AI in TSMC's business and the strong position of NVIDIA in the AI market. They also discuss the challenges of designing AI-first silicon and the need for differentiation in AI accelerators. The conversation touches on the dynamics of leading-edge manufacturing, the transition from…

Ben Bajarin and Jay Goldberg share what they thought were the most interesting and telling takeaways from TSMC's earnings. Why TSMC can give us insight into semiconductor segment recovery, and the coming battle brewing with process technology competition. <a target="_blank" rel="noopener nofollow" href="https://share.transistor.fm/s/6986ac40">Continue listening on The Circuit»</a>

Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&amp;A. They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge. <a target="_blank" rel="noopener nofollow" href="https://share.transistor.fm/s/0e0add80">Continue listening on The Circuit»</a>

Taiwan

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.