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

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related accessories. The Company also offers payment, digital content, cloud and advertising services. Apple Inc.'s customers are primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide.

<ul><li>Origin story of the book: Becoming interested in Apple's Achilles heel in China after being too bullish on the company's success</li><li>Focus on the role of manufacturing design engineers in custom manufacturing and orchestration of Apple's supply chain in China</li><li>Thesis of the book: Exploring Apple's strategic positioning in China and the symbiotic relationship between economic scale and customer allure in the luxury market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Origin story of the book: Becoming interested in Apple's Achilles heel in China after being too bullish on the company's successFocus on the role of manufacturing design engineers in custom manufacturing and orchestration of Apple's supply chain in ChinaThesis of the book: Exploring Apple's strategic positioning in China and the symbiotic relationship between economic scale and customer allure in the luxury marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 117: Talking Apple in China with Patrick McGee

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

<ul><li>25,000 people attended Nvidia sessions, making it one of the busiest single company shows</li><li>Initial disappointment at keynote, followed by renewed enthusiasm after investor Q&amp;A and show attendance</li><li>Disillusionment with lack of new AI advancements and repeated demos at Nvidia booth, feeling like a cult atmosphere</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

25,000 people attended Nvidia sessions, making it one of the busiest single company showsInitial disappointment at keynote, followed by renewed enthusiasm after investor Q&amp;A and show attendanceDisillusionment with lack of new AI advancements and repeated demos at Nvidia booth, feeling like a cult atmosphereThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Private Capital Markets

DeepSeek is a Chinese artificial intelligence company that develops open-source large language models (LLM)

<ul><li>Deep Seek is a self-funded AI lab in China that originated from a quantitative hedge fund called High Flyer</li><li>They have fast thinking models (V1, V2, V3) and reasoning models (R1) with the R1 model developed through reinforcement learning</li><li>Deep Seek's innovative approach and talented team have been working on AI research for a considerable amount of time, leading to their success in the field.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Deep Seek is a self-funded AI lab in China that originated from a quantitative hedge fund called High FlyerThey have fast thinking models (V1, V2, V3) and reasoning models (R1) with the R1 model developed through reinforcement learningDeep Seek's innovative approach and talented team have been working on AI research for a considerable amount of time, leading to their success in the field.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

Thematic (Sector/Industry)

<ul><li>The Mobile World Congress had a record attendance of 110,000 people this year, but some are questioning its relevance in the semiconductor industry</li><li>Major chip companies had reduced presence at the event, signaling a shift away from semiconductor topics towards other emerging technologies like AI and data centers</li><li>The telecom industry, which the event primarily caters to, is facing challenges with stagnant growth and operators are hesitant to upgrade to 6G, leading to a downbeat atmosphere for equipment suppliers at the event.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Mobile World Congress had a record attendance of 110,000 people this year, but some are questioning its relevance in the semiconductor industryMajor chip companies had reduced presence at the event, signaling a shift away from semiconductor topics towards other emerging technologies like AI and data centersThe telecom industry, which the event primarily caters to, is facing challenges with stagnant growth and operators are hesitant to upgrade to 6G, leading to a downbeat atmosphere for equipment suppliers at the event.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

<ul><li>Nvidia's stock has underperformed this year due to intense scrutiny and high expectations</li><li>Despite strong fundamentals, it is difficult for Nvidia to surprise investors and move the stock price</li><li>Potential for upside lies in Blackwell demand and upcoming announcements, but meaningful surprises may be limited due to the company's high level of scrutiny and public knowledge</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia's stock has underperformed this year due to intense scrutiny and high expectationsDespite strong fundamentals, it is difficult for Nvidia to surprise investors and move the stock pricePotential for upside lies in Blackwell demand and upcoming announcements, but meaningful surprises may be limited due to the company's high level of scrutiny and public knowledgeThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

The Circuit
Podcast On the Business of Semiconductors
• The Circuit

Episode 117: Talking Apple in China with Patrick McGee

The author's experiences covering the Umbrella Revolution, German auto industry, and Apple led to a deep dive into the tech giant's supply chain,...

The Circuit

Episode 110: NVIDIA's Identity Crisis

The Nvidia conference was packed with attendees but left many feeling disillusioned and questioning the hype surrounding the company's AI...

The Circuit

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

In summary, Deepseek is an AI lab in China known for its self-funded, innovative approach to developing models that have sparked interest and...

The Circuit

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Overall, the speaker reflects on the changing landscape of Mobile World Congress, with a decreased emphasis on semiconductors and a growing focus...

The Circuit

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

In summary, Nvidia has faced scrutiny and underperformance in the market, with investors looking for surprises and upside potential in order for...

The Circuit