Transistor Radio Episode 27: Intel, Nuclear, and China WFE
Oct 30, 2024
Humor takes center stage as the speakers lampoon Intel's ongoing struggles with its delayed 18A technology. Insights into the semiconductor industry reveal how Chinese manufacturing impacts global competitiveness. They humorously tie semiconductor challenges to nuclear power, addressing project management and regulatory hurdles. The camaraderie shines through playful banter, with amusing anecdotes from their group chat. They also delve into industry dynamics, touching on AMD and NVIDIA, and lament the intricate landscape of compliance in tech sales.
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Episode notes
Intel's Decline
- Intel's stock price is declining rapidly, resembling a race to the bottom.
- The company faces customer challenges and internal struggles despite government support.
Raimondo and Intel
- Gina Raimondo avoids public appearances with Pat Gelsinger to avoid showing favoritism towards Intel.
- Despite government efforts, Intel still faces significant customer challenges.
AMD vs. NVIDIA
- AMD's MI300 revenue projections are significantly lower than NVIDIA's, indicating a small market share.
- Many MI300 trials are not converting to substantial, long-term adoption.