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。
Episode 99: Semis Outlook for 2025 - Bullishness Remains
E99 • 43 mins • Jan 5, 2025
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最近のエピソード
Jan 5, 2025
Episode 99: Semis Outlook for 2025 - Bullishness Remains
E99 • 43 mins
Dec 21, 2024
Episode 98: 2024 Semi Recap and Outlook Into 2025
E98 • 37 mins
Dec 13, 2024
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
E97 • 52 mins
Dec 6, 2024
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
E96 • 46 mins
Nov 25, 2024
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
E95 • 40 mins
