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. 

Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide and capex growth bodes well for the entire semiconductor industry.