TBPN Live from Washington, DC: Will Manidis, Analysis of Intel Earnings, Analysis of TSMC Earnings, Amazon Denies Plans to Display Tariff Impact at Checkout
40 snips
Apr 29, 2025 Will Manidis, the first chairman of TBPN and its inaugural in-person guest, brings captivating insights from Washington, D.C. He analyzes Intel and TSMC's contrasting earnings, highlighting TSMC's growth amid geopolitical challenges. The discussion dives into Amazon's controversial decision to forgo displaying tariff impacts at checkout. Manidis also discusses the broader implications of technology's influence on politics and corporate narratives, and reflects on the evolving landscape of innovation in the semiconductor industry.
AI Snips
Chapters
Transcript
Episode notes
Tense Press Briefing Turns Unified
- Will Manidis attended a tense press briefing in Washington, D.C., with skeptical journalists initially hostile.
- The atmosphere shifted to unity and bipartisanship, winning hearts and minds by the end.
Intel’s CEO Diagnoses Struggles
- Intel's new CEO Lit Bouton diagnoses deep corporate culture issues and plans to cut jobs and forces return to office.
- Despite efforts, Intel's foundry business faces vague solutions amidst a grim chip demand forecast and stock drop.
TSMC’s Reshoring Commitment
- TSMC reports bullish growth for 2025 and a $165 billion investment in US fabs over several years.
- This commitment reflects a real reshoring shift, driven by customer demand and government collaboration.