AMD, every mention
4 scenes (2021) · ← back to AMD
tap a year for its mentions
every year 2021 anyone Ben Gilbert 36David Rosenthal 28John Bathgate 4
Verbatim, from the transcripts: the passages where AMD comes up
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 1:18:26 John Bathgate But they also have to fight AMD, um, in their core, kind of, like, chip design market, where AMD, enabled by TSMC, is, um, innovating, you know, faster than they have in the last 20 years, and, and, like, really delighting customers and,…
- ▶ 1:30:33 John Bathgate You can actually split up, um, you know, chips into multiple chips called chiplets, um, which AMD is, is doing, and this is a big part of Intel's future strategy, actually.
- ▶ 1:31:26 John Bathgate I was actually at a virtual, um, chip design conference this week, earlier in the week, and there's so much focus, not just, I guess, on this, like, packaging idea, but even, like, if you have to extract that one more layer from that, it's…
- ▶ 1:46:44 John Bathgate I think one of the things that's so cool about TSMC is if you just look at all the value they created, like NVIDIA is a, you know, half a trillion dollar company, and then kind of like add up their next few biggest customers like Qualcomm…