The Circuit cover image

Episode 6: Semiconductor Industry Earnings Review

The Circuit

00:00

AMD's Manufacturing Process Isn't Working, Right?

I don't think any investors are really going to pay attention to, to client, to data center, all that stuff. If they can't fix this sort of fundamental manufacturing process, bad, bad things are going to happen. And like to the extent that they're losing share, like I don't even understand why they bother to stuff the channel this quarter. It's, I mean, I'm sure they have good reasons for it,. But from a high level perspective, just don't, don't even waste your time.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app