Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
The Circuit
Navigating the Evolving Landscape of PC and Mobile Technology
The chapter explores the impact of chip development investments by AMD and Intel, specifically in the context of hyperscalers and custom silicon. It delves into the performance and expectations for Nvidia, contrasting with the outlook for consumer and enterprise PC purchases. The discussion covers Apple's influence in the mobility sector, analyzing unit shipments, revenue figures, and the competitive dynamics in China.
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