Explore the semiconductor industry through insightful discussions on market trends, business strategies, and innovations shaping this vital technology sector.
Episode 99: Semis Outlook for 2025 - Bullishness Remains
E99 • 43 mins • Jan 5, 2025
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Recent Episodes
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Jan 5, 2025
Episode 99: Semis Outlook for 2025 - Bullishness Remains
E99 • 43 mins
![](https://files.podcastos.com/shows/zcgn8c/jpeg256-9239142a.jpg)
Dec 21, 2024
Episode 98: 2024 Semi Recap and Outlook Into 2025
E98 • 37 mins
![](https://files.podcastos.com/shows/zcgn8c/jpeg256-9239142a.jpg)
Dec 13, 2024
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
E97 • 52 mins
![](https://files.podcastos.com/shows/zcgn8c/jpeg256-9239142a.jpg)
Dec 6, 2024
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
E96 • 46 mins
![](https://files.podcastos.com/shows/zcgn8c/jpeg256-9239142a.jpg)
Nov 25, 2024
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
E95 • 40 mins
![](https://files.podcastos.com/shows/zcgn8c/jpeg-0d7adaaa.jpg)
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