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Semiconductor Industry Outlook H2 2024 (with Mario Morales)
Manage episode 433172905 series 3556820
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Mario Morales, GVP of Semiconductors, Storage and Enabling Technologies of IDC joins Leonard Lee of neXt Curve jump on a reThink Podcast to catch up on the state and outlook of the semiconductor industry. They also touch on some of the hot topics that are shaping the market and the industry landscape at a time when GenAI super-computing is having an overwhelming influence on the industry and tech overall.
Mario and Leonard cover the following agenda:
- Mario’s state of the semiconductor union address (3:20)
- The risk of a GenAI-induced glut and where GenAI could go for ROI (7:20)
- The Apple Intelligence GenAI monkey wrench (15:10)
- Mario's take on the Intel situation - Too much, too late? (17:15)
- Mario & Leonard debate the future of GenAI super-computing (30:23)
- The GenAI super-computing digestion challenge (35:40)
- The state of memory and the outlook according to Mario (38:30)
- What does Mario think about the AI PC and where it is going? (42:13)
- Mario and Leonard try to make sense of the NPU on PC (46:20)
Hit both Leonard and Mario up on LinkedIn and take part in their industry and tech insights. Check out Mario and his team's research at www.idc.com.
Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform. Also, subscribe to the neXt Curve research portal at www.next-curve.com for the tech and industry insights that matter.
Capitole
1. Semiconductor Industry Outlook H2 2024 (with Mario Morales) (00:00:00)
2. Mario’s state of the semiconductor union address (00:03:20)
3. The risk of a GenAI-induced glut and where GenAI could go for ROI (00:07:20)
4. The Apple Intelligence GenAI monkey wrench (00:15:10)
5. Mario's take on the Intel situation - Too much, too late? (00:17:15)
6. Mario & Leonard debate the future of GenAI super-computing (00:30:23)
7. The GenAI super-computing digestion challenge (00:35:40)
8. The state of memory and the outlook according to Mario (00:38:30)
9. What does Mario think about the AI PC and where it is going? (00:42:13)
10. Mario and Leonard try to make sense of the NPU on PC (00:42:20)
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