Episode 15: Slides + Videos

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The topics discussed in this episode were the following
  • 00:00 Intro
  • 01:15 [Jose] TSMC January Revenue Numbers + AI Battle Fueling Advanced Node Manufacturing Lines.
  • 08:16 [Jose] Warren Buffett Sold TSMC.
  • 14:54 [Nick] GlobalFoundries Partners With General Motors To Improve Auto Chip Supply Chain.
  • 24:17 [Billy] Memory Market Update.
  • 34:17 [Jose] Big Tech Chip Battle - Google Creates ARM Based CPU.
  • 38:57 [Jose] Nvidia Concerns Of Over Inventory From AI Hype.
  • 50:18 [Billy] KLIC Earnings.
  • 59:14 [Nick] ANET Earnings.
  • 1:06:46 [Jose] AMD Market Share Updates.
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