EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
Podcast: The CircuitPublished On: Mon Jan 26 2026
Description: In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting the company's strong Q4 performance but disappointing guidance due to wafer capacity constraints. They explore the challenges Intel faces in scaling its foundry operations, the market's reaction to the earnings call, and the strategic decisions being made by Intel's leadership. The conversation also delves into the complexities of advanced packaging and yield issues, as well as the future opportunities for Intel in the semiconductor industry and the importance of customer relations.
The note was deleted
The note was saved
Your message was sent