EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

Episode 124: The State of The Japanese Semiconductor Industry

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

Episode 121: Stop Talking about SAM Please

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

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

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

Episode 117: Talking Apple in China with Patrick McGee

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

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

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

Episode 113: Talking DSPs with CEVA CEO Amir Panush

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

Episode 111: Talking Chips and Wafers with Chips and Wafers

Episode 110: NVIDIA's Identity Crisis

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

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

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

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

Episode 105: Sanity Check on Custom ASICS?

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

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

Episode 102: Deeeeeepseeeeeeek!