ChinaTalk

Chips: 2022 in Review

Dec 16, 2022

47:07

Episode guests

Doug O'Laughlin

Dylan Patel

Highlights

AI Chapters

Episode notes

The Qualcomm Arm Deal Is Like the King of Vibrations

04:15

Arm Is Taking Over the World

02:28

What's the Difference Between Arm and Risk Five?

02:54

Introduction

2min

Samsung, Intel, Intel - You Know, I'm the Chairman, Right?

5min

Arm Is Taking Over the World

2min

What's the Difference Between Arm and Risk Five?

3min

The Qualcomm Arm Deal Is Like the King of Vibrations

4min

Risk Five

2min

The Second Biggest Story of the Year

3min

Is the 2018 Cycle in the Semiconductor Industry Getting Better?

4min

The History of the Chips Act

2min

10.

The Future of the Semiconductor Industry

4min

11.

The Biggest Story of 2022

3min

12.

What Is the Official Piece as Ben Plow Says?

2min

13.

Uh, I'm Looking for the Semiconductors to Stop Suking

4min

14.

Chat GPT, a New Rap Every Single Time

4min

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Doug O'Laughlin of Fabricated Knowledge and Dylan Patel of SemiAnalysis go through our most important semis stories of 2022. We get into:

Samsung and Intel's stumbles
Arm taking on Qualcomm
Risc-V's rise
The politicization of semiconductors

Outtro music: ChatGPT + PG One https://www.youtube.com/watch?v=mDvFGLSIU2c

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ChinaTalk

Chips: 2022 in Review

Episode guests

The Qualcomm Arm Deal Is Like the King of Vibrations

Arm Is Taking Over the World

What's the Difference Between Arm and Risk Five?

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Save anymoment

Share& Export

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