EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

About this episode

Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, including insights from Google Next and Intel's earnings.

In this episode of The Circuit , Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i (referenced as 8T and 8I) and Google’s strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel’s surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company’s existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle.

People in this episode

Hosts: Ben Bajarin, Jay Goldberg

Topics covered

• semiconductor industry
• TPUs
• Intel earnings
• foundry scarcity
• Google Next
• TSMC Symposium
• semiconductor bull cycle

Keywords

• semiconductors
• TPU
• Intel
• Google Next
• TSMC
• High-NA EUV
• foundry
• CPU resurgence

Mentioned in this episode

Organizations: Google, Intel, TSMC

Products: TPU v5p, TPU v5i, High-NA EUV

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