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

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Manage episode 479672530 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

116 episodes

Artwork
iconShare
 
Manage episode 479672530 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

116 episodes

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