Doug, Dylan, and Jon talk about Huawei and various other topics

Doug, Dylan, and Jon talk about the TSMC earnings result.

Dylan and Doug talk about why Amazon will miss the next wave in cloud computing

We talk about the entire data center networking stack, how it all works, and the big news at OFC, Linear Direct Drive

Doug and Dylan talk about the inventory cycle and where we are versus history. 

Doug and Dylan talk about Intel and why they should cut the dividend

Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls. 

Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors. 

Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors.

Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals.