Episode 6: Semiconductor Industry Earnings Review

1

Introduction

00:00 • 3min

2

Is SMIC the Best in China?

03:23 • 3min

3

Can Semis Companies Start to Raise Prices?

06:28 • 4min

4

What's the Economy Going to Do in the Second Half?

10:12 • 2min

5

YMTC and ASML - What's Going on in China?

12:11 • 2min

6

Mobile and the Supply Chain in General?

14:35 • 2min

7

What's the Big Thing in Mobile?

16:38 • 4min

8

What's Going to Happen With Honor in China?

20:21 • 4min

9

AMD and Intel Reports Same Week

24:01 • 2min

10

Intel, AMD, AMD - Is AMD a Low Cost Player?

25:47 • 3min

11

AMD's Manufacturing Process Isn't Working, Right?

28:53 • 2min

12

The Street Is Getting a Little Anty

30:56 • 2min

13

Intel Foundry

32:33 • 3min

14

Is IFS a Real Business Until 2030?

35:13 • 5min

15

Silicon Labs Is the Poster Child for That Thing

40:21 • 3min

16

Is Arm Going Public?

42:56 • 3min

17

ARM Cores Are Still a Very Important Workhorse for a Lot of Computing

45:28 • 1min

18

ARM's IPO

46:57 • 2min