logo
episode-header-image
Dec 2024
20m 12s

The Chip Business Is Booming. Why Isn’t ...

THE WALL STREET JOURNAL & GIMLET
About this episode

Intel—the company whose chips were “inside” your ‘90s desktops—has fallen behind in recent years. Now, the CEO hired to turn things around is suddenly out. WSJ’s Asa Fitch explains how the once-dominant chip brand lost its edge.


Further Reading:

- He Was Going to Save Intel. He Destroyed $150 Billion of Value Instead. 

- Intel Co-CEOs Outline Strategy Following Pat Gelsinger’s Ouster 


Further Listening:

- America’s Answer to the Chip Shortage 

- Why Washington Went to Wall Street to Revive the Chips Industry 


Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Jul 14
Why Elon Musk’s AI Chatbot Went Rogue
Last week, Grok went rogue. The AI chatbot – which users can interact with on X – posted antisemitic comments and graphic descriptions of violence before being deactivated, leaving users with a question: Where were Grok’s guardrails? WSJ’s Alexander Saeedy breaks down what happen ... Show More
22m 52s
Jul 11
Can Superman Save Warner?
The man of steel is back in a new $225 million reboot. Riding on this weekend’s release is the hope that DC Studios will finally begin to match the past successes of its archrival Marvel. Its parent company Warner Bros. Discovery views DC Studios as critical to its success or fai ... Show More
22m 36s
Jul 10
Who Will Be the Next Fed Chair? Maybe Kevin
For years, President Trump has feuded with the Federal Reserve and Chair Jerome Powell over interest rates. And now, two Republicans named Kevin (Kevin Hassett, one of Trump’s closest economic advisers and Kevin Warsh—a former Fed governor) are vying to be the next chairman of th ... Show More
22m 47s
Recommended Episodes
Jan 2025
Why Intel Is Losing Ground to Nvidia
There is fresh evidence that Intel, the once-mighty innovator, is losing market share in more areas than commonly known, says WSJ tech columnist Christopher Mims. He joins host Belle Lin to discuss the state of the Intel world, including the challenges of steering a massive compa ... Show More
13m 5s
Mar 2025
Intel Gets a New CEO to Oversee Its Turnaround Efforts
Chip maker Intel needs to figure out its future—fast. Now it’s tapping Lip-Bu Tan to lead the company through its next stage. WSJ Heard on the Street columnist Dan Gallagher explains what’s facing Tan. Plus, what has Elon Musk been up to at the Department of Government Efficiency ... Show More
13m 6s
Apr 2025
The Uncertain Road Ahead for Chip Makers
A.M. Edition for April 17. Chip giant TSMC beat quarterly earnings estimates today, posting a 60% jump in profits. But can the stars of the semiconductor industry sustain their momentum as Washington limits what can be exported to China and mulls new chip tariffs? UBS head of Tai ... Show More
14m 6s
Jul 15
Nvidia to Resume AI Chip Sales to China
A.M. Edition for July 15. Nvidia says it’s received assurances it can sell its H20 AI chips in China, days after CEO Jensen Huang met President Trump. Beijing bureau chief Jonathan Cheng breaks down how the announcement could tie into broader U.S.-China trade talks. Plus, bank ea ... Show More
13m 31s
Jul 2023
Is Intel's Turnaround Plan Actually Turning Things Around?
Intel is one of investing's "battleground stocks." Some investors love it, believing the return of Pat Gelsinger to the helm will reinvigorate the company's growth and capitalize on the datacenter and AI. Others believe Intel is too far behind other chipmakers like NVIDIA ... Show More
11m 13s
Jul 9
Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25
Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street research f ... Show More
43m 53s
Apr 2025
China’s Huawei Develops New AI Chip to Rival Nvidia
A.M. Edition for April 28. Huawei is developing a new AI chip that aims to rival high-end offerings from U.S. semiconductor giant Nvidia. WSJ tech reporter Liza Lin says that although Huawei's Ascend 910D chip is still in the early stages of development, it shows the resilience o ... Show More
13m 52s
Apr 2025
This Is What President Biden's CHIPS Office Actually Did
One of the stated goals for the current trade war is to build more industrial capacity in the United States. So far there doesn't seem to be much of it happening. In fact, all of the manufacturing surveys (and all evidence) so far suggests the reverse. But not that long ago there ... Show More
44m 5s