

Apple, Intel, AMD, Qualcomm, NVIDIA Stock : Is the CPU Market Overcrowded or Just Heating Up?
Oct 30, 2023
This podcast discusses recent updates and developments in the semiconductor industry, including the announcements of CPU updates from top companies like Apple, Intel, AMD, Qualcomm, and Nvidia. It explores the impact of AI on the PC market, Qualcomm's new Snapdragon CPU for laptops, rumors of Nvidia entering the ARM PC CPU market, and Intel's performance and revenue growth expectations. The podcast also delves into the competitive landscape of the CPU market, with a focus on the rivalry between Intel and AMD, as well as Apple's upcoming event and the anticipation surrounding their new M3 chips for the MacBook Pro.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
AI Solutions and Qualcomm's New CPU for Laptops
01:46 • 2min
Exploring the Strength of Snapdragon CPU and Rumors about Nvidia's Entry into the ARM PC CPU Market
04:03 • 2min
Nvidia's Impact, Intel's Performance, and the Upcoming Meteor Lake CPU
05:58 • 5min
The CPU Market and Apple's Upcoming Event
10:35 • 2min