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May 2024
14m 2s

Episode 132: Lam Research Stock: Next Wa...

Nicholas Rossolillo; Kasey Rossolillo
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Yesterday
Faraj Aalaei on Why AI Will Let Anyone Design a Chip — and What Happens When the Semiconductor Industry Finally Catches Up
In 2000, venture capitalists funded 200 semiconductor companies. By 2015, that number had fallen to single digits. The cost of designing a chip went from $33 million in the late 1990s to over $200 million today, and it takes four or more years to complete. There are not enough en ... Show More
46m 35s
May 13
Lumentum: 90% Revenue Growth, a $2 Billion Nvidia Investment, Triple Digits Coming — and the Dilution Story Nobody Is Covering
Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming Lumentum and Coherent as the primary beneficiaries. The analysis was right. They did not buy.That mistake is now worth talk ... Show More
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May 9
AMD vs. Intel Data Center Market Share in 2026 — Plus Lattice Semiconductor Is Quietly Back at Record Revenues
Intel stock is up big over the last year. On the stock price, CSI was wrong — and they are saying so directly.On the business analysis, they are standing firm.AMD is steadily taking data center CPU market share from Intel. The driver is availability — both companies rely on TSMC ... Show More
8m 56s
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