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 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
E117 • 52 mins • May 6, 2025
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- 182Decreased by 63
- 94NEW
- 199Decreased by 24
- 170NEW
最近のエピソード
May 6, 2025
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
E117 • 52 mins
Apr 28, 2025
Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
E116 • 38 mins
Apr 21, 2025
Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
E115 • 45 mins
Apr 14, 2025
Episode 113: Talking DSPs with CEVA CEO Amir Panush
E114 • 38 mins
Apr 7, 2025
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
E113 • 29 mins
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