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>Transition from the Internet era of servers to the AI era of backend</li><li>Software advancements are outpacing silicon capabilities</li><li>Question raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitiveness</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Transition from the Internet era of servers to the AI era of backendSoftware advancements are outpacing silicon capabilitiesQuestion raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitivenessThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>Apple Set to Launch iPhone SE 4 and Updated iPad Air in Early 2025: Key Developments to Watch</li>
<li>META's Orion AR Glasses: Next Major Computing Platform After the Smartphone?</li>
<li>Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?</li>
</ul>


Apple Set to Launch iPhone SE 4 and Updated iPad Air in Early 2025: Key Developments to Watch
META's Orion AR Glasses: Next Major Computing Platform After the Smartphone?
Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?


Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Meta faces $1.4 billion Texas biometric lawsuit settlement and a €1.2 billion GDPR fine for data transfers, alongside an FTC antitrust challenge targeting Instagram and WhatsApp acquisitions.</li>
<li>Apple’s $26 billion annual deal with Google is under DOJ investigation for antitrust violations, while its App Store commission model faces increasing scrutiny, threatening a key revenue source.</li>
<li>Google, holding 90% of the search market, is battling DOJ lawsuits targeting its advertising dominance, risking forced divestitures that could severely impact its $224 billion annual ad revenue.</li>
</ul>


Meta faces $1.4 billion Texas biometric lawsuit settlement and a €1.2 billion GDPR fine for data transfers, alongside an FTC antitrust challenge targeting Instagram and WhatsApp acquisitions.
Apple’s $26 billion annual deal with Google is under DOJ investigation for antitrust violations, while its App Store commission model faces increasing scrutiny, threatening a key revenue source.
Google, holding 90% of the search market, is battling DOJ lawsuits targeting its advertising dominance, risking forced divestitures that could severely impact its $224 billion annual ad revenue.


Big Tech Faces Record Fines, Antitrust Scrutiny, and Major Revenue Threats [Regulations Part 4]

<ul>
<li>Meta’s ongoing compliance with the DSA has escalated expenses, requiring a dedicated team of over 1,000 and an annual content moderation budget exceeding $5 billion. </li>
<li>The DSA imposes restrictions on targeted advertising, crucial to Google’s revenue, necessitating shifts toward less invasive methods, increasing operational complexity and long-term financial risk. </li>
<li>Compliance with the DSA and DMA could undermine Apple’s closed ecosystem, forcing it to allow third-party app stores, jeopardizing its revenue from App Store commissions.</li>
</ul>


Meta’s ongoing compliance with the DSA has escalated expenses, requiring a dedicated team of over 1,000 and an annual content moderation budget exceeding $5 billion. 
The DSA imposes restrictions on targeted advertising, crucial to Google’s revenue, necessitating shifts toward less invasive methods, increasing operational complexity and long-term financial risk. 
Compliance with the DSA and DMA could undermine Apple’s closed ecosystem, forcing it to allow third-party app stores, jeopardizing its revenue from App Store commissions.


The EU Digital Services Act: Transforming Big Tech's Operational Landscape [Regulations Part 3]

<ul>
<li>Revenue Impact: Google’s ad segment may see a 5-10% drop due to stricter user data protections, reducing personalized advertising reach. </li>
<li>App Store Revenue Loss: Mandated alternative payment systems threaten Google Play and Apple’s app store revenue streams, cutting commissions. </li>
<li>Operational Costs: Non-compliance fines of up to 20% of annual revenue and the added costs for compliance systems intensify financial pressure.</li>
</ul>


Revenue Impact: Google’s ad segment may see a 5-10% drop due to stricter user data protections, reducing personalized advertising reach. 
App Store Revenue Loss: Mandated alternative payment systems threaten Google Play and Apple’s app store revenue streams, cutting commissions. 
Operational Costs: Non-compliance fines of up to 20% of annual revenue and the added costs for compliance systems intensify financial pressure.


Tech Giants Overhaul Platforms Amidst EU's Digital Markets Act Enforcement [Regulations Part 2]

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta Platforms (Facebook) (META US)

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

The transition to the AI era of backend technology is being driven by software advancements outpacing hardware advancements in the silicon...

The Circuit

Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.

Vincent Fernando, CFA

Big Tech Faces Record Fines, Antitrust Scrutiny, and Major Revenue Threats [Regulations Part 4]

Apple, Meta, and Google are navigating heightened regulatory pressure, facing massive fines, antitrust lawsuits, and forced changes to their...

Mint Finance

The EU Digital Services Act: Transforming Big Tech's Operational Landscape [Regulations Part 3]

The DSA mandates major tech firms like Meta, Google, and Apple to adopt new transparency, data privacy, and content moderation practices,...

Mint Finance

Tech Giants Overhaul Platforms Amidst EU's Digital Markets Act Enforcement [Regulations Part 2]

The EU's Digital Markets Act targets monopolistic behaviors, prompting major changes from Google, Meta, and Apple, as they navigate compliance,...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

The transition to the AI era of backend technology is being driven by software advancements outpacing hardware advancements in the silicon...

The Circuit

Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

​Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.

Vincent Fernando, CFA

Big Tech Faces Record Fines, Antitrust Scrutiny, and Major Revenue Threats [Regulations Part 4]

Apple, Meta, and Google are navigating heightened regulatory pressure, facing massive fines, antitrust lawsuits, and forced changes to their...

Mint Finance

The EU Digital Services Act: Transforming Big Tech's Operational Landscape [Regulations Part 3]

The DSA mandates major tech firms like Meta, Google, and Apple to adopt new transparency, data privacy, and content moderation practices,...

Mint Finance

Tech Giants Overhaul Platforms Amidst EU's Digital Markets Act Enforcement [Regulations Part 2]

The EU's Digital Markets Act targets monopolistic behaviors, prompting major changes from Google, Meta, and Apple, as they navigate compliance,...

Mint Finance

Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.