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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://staging.podcastplayer.com/legal.
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Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

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Manage episode 478305483 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://staging.podcastplayer.com/legal.

In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst economic uncertainty. They explore how companies are navigating these challenges, particularly in relation to AI demand and capital expenditures, while also considering Nvidia's position in the market. In this conversation, Ben and Jay discuss the implications of tariffs on various sectors, particularly focusing on AI and the analog chip industry. They explore how supply chains may need to adapt to new tariff regulations and the potential impact on consumer electronics prices. The discussion also delves into Intel's organizational changes and the anxiety surrounding potential layoffs, as well as TSMC's earnings and its position in the semiconductor market amidst changing demand dynamics.

  continue reading

116 episodes

Artwork
iconShare
 
Manage episode 478305483 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://staging.podcastplayer.com/legal.

In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst economic uncertainty. They explore how companies are navigating these challenges, particularly in relation to AI demand and capital expenditures, while also considering Nvidia's position in the market. In this conversation, Ben and Jay discuss the implications of tariffs on various sectors, particularly focusing on AI and the analog chip industry. They explore how supply chains may need to adapt to new tariff regulations and the potential impact on consumer electronics prices. The discussion also delves into Intel's organizational changes and the anxiety surrounding potential layoffs, as well as TSMC's earnings and its position in the semiconductor market amidst changing demand dynamics.

  continue reading

116 episodes

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