Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
About this episode
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios, concluding with insights on the future of CPUs in an AI-driven market.
Get every episode summarized
Each time The Circuit publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Circuit
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
The Circuit
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
The Circuit
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
The Circuit
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable...
The Circuit