EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
About this episode
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advancing AI Day where they discuss CEO Lisa Su’s performance, the technical details of the Helios rack-scale architecture, and AMD's strategic fit for inference with partners like Anthropic. They next unpack Intel’s strong quarterly earnings, pointing out that the company beat revenue and margin estimates while confirming customer traction for its 18A and 14A process nodes, despite mixed market reactions over its conservative CapEx approach. The hosts then analyze the broader semiconductor capital equipment (semicap) sector, arguing that increased CapEx from key fab operators will drive sustained demand for equipment makers. Finally, they cover Texas Instruments’ solid quarterly report, noting signs of recovery in automotive and industrial markets along with surging demand for power semiconductors used in AI data centers.
Get every episode summarized
Each time The Circuit publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Circuit
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
The Circuit
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
The Circuit
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
The Circuit
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable...
The Circuit