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>ARM reported good numbers with steady guidance for the coming quarter.</li><li>Qualcomm's earnings performed well, but concerns exist over rising costs and potential loss of customers.</li><li>Uncertainty surrounds US government policies on semiconductor manufacturing and trade with China, impacting industry players like Intel and Nvidia.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ARM reported good numbers with steady guidance for the coming quarter.Qualcomm's earnings performed well, but concerns exist over rising costs and potential loss of customers.Uncertainty surrounds US government policies on semiconductor manufacturing and trade with China, impacting industry players like Intel and Nvidia.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

Thematic (Sector/Industry)

<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

<ul><li>A week dominated by earnings reports, particularly in the semiconductor industry</li><li>Microsoft and AWS's strong capex spending indicates a positive outlook for data center infrastructure</li><li>AMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa Su</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A week dominated by earnings reports, particularly in the semiconductor industryMicrosoft and AWS's strong capex spending indicates a positive outlook for data center infrastructureAMD's revenue growth driven by data center and client segments, with potential for further growth in the next quarter due to capacity constraints and solid execution under CEO Lisa SuThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

<ul><li>Paul Karazuba is the vice president of marketing at Expedera, an NPU IP startup in Silicon Valley.</li><li>NPU, or neural processing unit, is a key topic of discussion in the podcast, with its unique ability to process at a much lower wattage compared to CPU and GPU cores.</li><li>The necessity for dedicated NPU cores in running AI workloads, to allow CPU and GPU cores to focus on other tasks, is highlighted by both Paul and Austin.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Karazuba is the vice president of marketing at Expedera, an NPU IP startup in Silicon Valley.NPU, or neural processing unit, is a key topic of discussion in the podcast, with its unique ability to process at a much lower wattage compared to CPU and GPU cores.The necessity for dedicated NPU cores in running AI workloads, to allow CPU and GPU cores to focus on other tasks, is highlighted by both Paul and Austin.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

QUALCOMM, Inc . manufactures digital wireless communications equipment.  The Company licenses its code division multiple access (CDMA) and orthogonal frequency division multiplexing access intellectual property to other companies, and produces CDMA-based integrated circuits; and produces equipment and software used to track workers and assets; and software for wireless content enablement.

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Qualcomm Inc (QCOM US)

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

In this episode of The Circuit podcast, various semiconductor companies including ARM, Qualcomm, Intel, and Nvidia are discussed, with a focus on...

The Circuit

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

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

Semiconductor companies, including AMD, showed strong earnings driven by data center demand and capex spending, with a bullish outlook for the...

The Circuit

Episode 70!!! NPUs!!!!!!!!

In this podcast, Paul Karazuba discusses the importance of NPUs in chip design for efficient processing of AI workloads in battery-powered devices.

The Circuit

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