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The Drill Down
Ep. 247: nCino CEO Pierre Naudé, ASML, Taiwan Semiconductor Manufacturing and Netflix
Apr 19, 2024
Pierre Naudé, nCino CEO, discusses AI in loan approval and banking industry. Analysis of ASML, Taiwan Semiconductor, and Netflix performance. Jake Paul vs. Mike Tyson impact on Netflix subscriptions. nCino's AI tools for credit risk management. Banking sector's innovative strategies and AI technology revolutionizing operations for faster credit decisions.
36:13
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Quick takeaways
- ASML faces decline in sales due to slowing wafer-making machine demand, while Netflix thrives on curbing password sharing for profit growth.
Deep dives
ASML's Earnings Report Impact
ASML, a company specializing in lithography machines for semiconductor wafers, reported a decline in sales and profits. The unexpected downturn was primarily attributed to slowing sales of wafer-making machines essential for advanced chip production, impacting AI-driven semiconductor growth forecasts. An additional challenge arose from increased business reliance on sales to China, facing regulatory obstacles that may affect future performance.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode