Episode 47: Event Season Insights (Marvell, AMD, Intel)

Summary

In this episode, Ben Bajarin and Jay Goldberg discuss recent semiconductor events, including Marvell's analyst day, AMD's Advancing AI event, and Intel's AI Everywhere event. They analyze the key takeaways from each event, including Marvell's focus on data infrastructure, AMD's new chiplet SOC and AI capabilities, and Intel's architectural advancements in client and data center products. The hosts also discuss the challenges and opportunities in the AI PC market and share their holiday wishes.

Takeaways

• Marvell is a data infrastructure company with strong product roadmaps and a focus on the data center.
• AMD's new chiplet SOC, Meteor Lake, represents a significant architectural advancement and could be a game-changer for the company.
• Intel's AI Everywhere event showcased their advancements in client and data center products, including chiplet-based SOCs and AI integration.
• The AI PC market presents challenges in terms of consumer adoption and pricing, but has potential for growth in enterprise and cloud applications.