半導体産業を探求し、市場動向、ビジネス戦略、そしてこの重要な技術分野を形成する革新についての洞察に満ちた議論をお届けします。
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
E131 • 46 mins • Aug 17, 2025
Charts
- 189Decreased by 11
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- 118Increased by 27
- 192NEW
- 136Decreased by 14
- 107Decreased by 38
最近のエピソード
Aug 17, 2025
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
E131 • 46 mins
Aug 11, 2025
EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
E130 • 50 mins
Aug 4, 2025
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
E129 • 58 mins
Jul 28, 2025
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
E128 • 31 mins
Jul 21, 2025
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
E127 • 45 mins
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