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Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Episode 98: 2024 Semi Recap and Outlook Into 2025

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Manage episode 456853006 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semiconductor industry, the role of custom ASICs versus GPUs, and the future of cloud software in relation to hyperscalers like Microsoft and Google. The hosts provide insights into market trends and expectations for the upcoming year, emphasizing the importance of understanding the evolving landscape of technology and investment opportunities.

  continue reading

116 episodes

Artwork
iconShare
 
Manage episode 456853006 series 3428472
Content provided by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semiconductor industry, the role of custom ASICs versus GPUs, and the future of cloud software in relation to hyperscalers like Microsoft and Google. The hosts provide insights into market trends and expectations for the upcoming year, emphasizing the importance of understanding the evolving landscape of technology and investment opportunities.

  continue reading

116 episodes

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