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コンテンツは Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
Manage episode 430741973 series 3428472
コンテンツは Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. They analyze the challenges and opportunities in the semiconductor industry, particularly in the areas of automotive, IoT, and AI. They also explore the pricing dynamics and competitive landscape between TSMC and Intel. Overall, the conversation highlights the importance of strategic vision, execution, and market demand in shaping the success of semiconductor companies.
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Manage episode 430741973 series 3428472
コンテンツは Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. They analyze the challenges and opportunities in the semiconductor industry, particularly in the areas of automotive, IoT, and AI. They also explore the pricing dynamics and competitive landscape between TSMC and Intel. Overall, the conversation highlights the importance of strategic vision, execution, and market demand in shaping the success of semiconductor companies.
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