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Apple Silicon

part of Apple

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Nov 15, 2022 by Ben Gilbert · said 11 times in 5 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (6), Ben Gilbert (5)

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2026 1 mention in 1 episode
2025 4 mentions in 2 episodes 2 per episode
2024 1 mention in 1 episode
2022 5 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Apple Silicon, oldest first

Nov 15, 2022 positive
Assertion Supported
Qualcomm Acquired Nuvia, Founded by Apple's Chief A-Series Chip Architect
“Well, Nuvia was founded by former Apple Silicon people, including the chief architect of the A series chips.”
Ben Gilbert Nov 15, 2022 ▶ 2:01:56 Qualcomm · Acquired
Jan 21, 2025 positive
Assertion Supported
Rosenthal: Apple Silicon traces from ARM and DEC through Intel and P.A. Semi
“Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.”
David Rosenthal Jan 21, 2025 ▶ 1:13:27 TSMC · Acquired
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