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Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
Manage episode 479672530 series 3428472
In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.
116 episodes
Manage episode 479672530 series 3428472
In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.
116 episodes
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