In this special episode, we host tech/semiconductors analyst Eric Jhonsa to discuss key takeaways from earnings for the semiconductor industry. Eric writes columns for Real Money and live-blog earnings at The Street and was previously at Seeking Alpha focusing on tech news coverage, and a writer for The Motley Fool.

This week, we have made available a transcript of this podcast, with relevant images and quotes, for ALL subscribers this week. Find it after the show notes below. Become a paid subscriber to support our work.

Show Notes

00:00:00: Introduction

00:01:32: Mapping the Industry

00:03:33: Industry Cycles

00:07:30: Takeaways from this Earnings Season

00:11:21: Semis’ Earnings Reports

00:15:33: Geopolitical Risks 

00:17:21: Intel’s Turnaround Strategy

00:20:35: Recommended Resources

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