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Episode 62: Intel Foundry Financials and CHIPS Act Strategies
Manage episode 411614568 series 3428472
内容由Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg提供。所有播客内容（包括剧集、图形和播客描述）均由 Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Summary
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Intel Foundry Services (IFS). They analyze the financial details, including the higher costs and lower margins than expected, and the potential for improvement in the future. They also discuss the impact of the CHIPS Act and the subsidies received by TSMC for their Arizona foundries. The conversation concludes with a discussion on Intel's progress under CEO Pat Gelsinger and the opportunities and challenges they face in the data center and AI markets.
89集单集
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Manage episode 411614568 series 3428472
内容由Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg提供。所有播客内容（包括剧集、图形和播客描述）均由 Ben Bajarin and Jay Goldberg, Ben Bajarin, and Jay Goldberg 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Summary
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Intel Foundry Services (IFS). They analyze the financial details, including the higher costs and lower margins than expected, and the potential for improvement in the future. They also discuss the impact of the CHIPS Act and the subsidies received by TSMC for their Arizona foundries. The conversation concludes with a discussion on Intel's progress under CEO Pat Gelsinger and the opportunities and challenges they face in the data center and AI markets.
89集单集
所有剧集
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Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
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continue reading
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"web3 with a16z" is a show about the next generation of the internet, and about how builders and users -- whether artists, coders, creators, developers, companies, organizations, or communities -- now have the ability to not just "read" (web1) + "write" (web2) but "own" (web3) pieces of the internet, unlocking a new wave of creativity and entrepreneurship. Brought to you by a16z crypto, this show is the definitive resource for understanding and going deeper on all things crypto and web3. Fro ...
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continue reading
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使用Player FM应用程序离线！
