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

The Circuit

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Navigating the Semiconductor Landscape

This chapter explores the recent performance and strategic communication of a major semiconductor company, with a focus on transparency and upcoming technologies. Key topics include the competitive dynamics of Intel and TSMC, advancements in chip design, and the implications of new manufacturing processes such as the 14A and 18A technologies. The conversation delves into the challenges and innovations shaping the semiconductor industry, emphasizing the strategic choices made by leading companies.

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