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Sector Semiconductor
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Content

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Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

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Episode 119: Computex, Google I/O, Dell Tech World, and more

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Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

May 19, 2025, 8:40 p.m.

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Episode 117: Talking Apple in China with Patrick McGee

May 12, 2025, 8:41 p.m.

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Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

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Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

April 29, 2025, 8:40 p.m.

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Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

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Episode 113: Talking DSPs with CEVA CEO Amir Panush

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Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

April 7, 2025, 8:41 p.m.

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Episode 111: Talking Chips and Wafers with Chips and Wafers

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Episode 110: NVIDIA's Identity Crisis

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

March 17, 2025, 8:41 p.m.

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

March 10, 2025, 8:41 p.m.

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

March 2, 2025, 8:41 p.m.

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Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Feb. 25, 2025, 8:41 p.m.

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Episode 105: Sanity Check on Custom ASICS?

Feb. 17, 2025, 8:41 p.m.

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Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Feb. 10, 2025, 8:41 p.m.

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

Feb. 3, 2025, 8:41 p.m.

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Episode 102: Deeeeeepseeeeeeek!

Jan. 28, 2025, 8:41 p.m.

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Episode 101 Part 2: Digging into TSMC Earnings

Jan. 20, 2025, 8:41 p.m.

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Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

Jan. 20, 2025, 8:41 p.m.

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Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

Jan. 14, 2025, 8:41 p.m.

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Episode 99: Semis Outlook for 2025 - Bullishness Remains

Jan. 5, 2025, 8:41 p.m.

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Episode 98: 2024 Semi Recap and Outlook Into 2025

Dec. 21, 2024, 8:41 p.m.

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Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Dec. 14, 2024, 8:41 p.m.

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