DiscoverThe CircuitEpisode 101 Part 2: Digging into TSMC Earnings
Episode 101 Part 2: Digging into TSMC Earnings

Episode 101 Part 2: Digging into TSMC Earnings

Update: 2025-01-20
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In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and custom chips. The discussion also touches on Intel's relationship with TSMC, the impact of edge AI, and ongoing acquisition rumors in the semiconductor industry.

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Episode 101 Part 2: Digging into TSMC Earnings

Episode 101 Part 2: Digging into TSMC Earnings

Ben Bajarin and Jay Goldberg

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