Intel, every mention

8 scenes (2022) · ← back to Intel

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Intel comes up

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▶ 0:56 Benedict Evans But in the last sort of three, four, five years, maybe even 10 years, like chips have sort of slowly shifted from like, don't worry about it, Intel will make more chips. 3 times in the scene
▶ 4:48 Jay Goldberg And so TSMC is spending 40 something billion dollars in CapEx this year and Samsung doing the same and Intel is spending everything it can on CapEx. 6 times in the scene
▶ 6:10 Benedict Evans And now they pay TSMC and maybe Samsung to make these chips for them that are better than anything that Intel or Qualcomm can make.
▶ 9:31 Jay Goldberg Yeah, I've, I've done some math on it because when Apple first launched their chip, everyone assumed that they were just doing it to save 10 dollars of margin that they're giving to Intel. 2 times in the scene
▶ 39:01 Benedict Evans Part of the, obviously, part of the things we kind of touched on a bleakly, but didn't mention kind of explicitly was that part of the shift away from Intel was on the one side of the manufacturing, but on the other hand, the shift away… 3 times in the scene

▶ 27:32 Benedict Evans Apple is making basically better chips than Intel or Qualcomm today, and it's doing that based on the acquisition of PA Semi, which was now a decade ago, also ago, 15 years ago, and what would, if the FTC had blocked that, 2 times in the scene

▶ 10:23 Benedict Evans And so suddenly we've gone from a world in which it was Intel and it was a bunch of different companies to, no, it's, it's basically TSMC and Samsung and Intel, and it's TSMC way ahead, and TSMC is within ballistic missile range of 2 times in the scene
▶ 13:43 Benedict Evans Now it's basically, um, I'm not a chip analyst, but you know, it's Intel and TSMC and Samsung and maybe Global Foundry, so maybe a couple of others. 2 times in the scene

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