• Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

  • 2025/04/28
  • 再生時間: 38 分
  • ポッドキャスト

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

  • サマリー

  • In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.

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あらすじ・解説

In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.

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