Explore the semiconductor industry through insightful discussions on market trends, business strategies, and innovations shaping this vital technology sector.
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
E131 • 46 mins • Aug 17, 2025
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Recent Episodes

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
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Jul 28, 2025
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
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EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
E127 • 45 mins

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