Barron's Streetwise

Chip Stocks and the A.I. Explosion

May 3, 2024
Guest
Daniel Pilling
Semiconductor analyst Daniel Pilling discusses the impact of AI on chip demand and key stocks to watch. The podcast also covers media company drama at Paramount, ASML and Lamb Research's contributions in chip technology, NVIDIA's competitive edge in the chip market, and the complexities of TSMC being based in Taiwan.
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Episode notes
1
Introduction
00:00 • 2min
2
Media Company Leadership Changes and Business Deals
01:41 • 8min
3
Contract Negotiations, Escaping Clauses, and Sponsor Messages
09:38 • 2min
4
Transformation in the Semiconductor Industry: The Rise of Edge AI and NVIDIA's Competitive Advantages
11:41 • 13min
5
ASML, Lamb Research, and the Evolution of Chip Design
24:24 • 2min
6
Navigating the TSMC Conundrum and AI Advancements
26:09 • 5min