Apple Is at the Cutting Edge of a Revolution in Chips
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 17 December 2020
⏱️ 46 minutes
🧾️ Download transcript
Summary
On a recent episode of Odd Lots, we talked about Intel, and how the former dominant American semiconductor company was stumbling. But big things are happening in the chip industry beyond the manufacturing woes of one company. As it turns out, we're seeing a dramatic rethink of chip architecture, and what they can do, with more emphasis on specialized semiconductors that are really good at performing a specific task. One company that's blazing new ground is Apple, whose M1 chip is earning rave reviews online. We speak with Doug O'Laughlin, a former buy-sider, who now writes the newsletter Mule's Musings, on the industry and other things in tech.
Correction: A previous version of this description misspelled Doug O'Laughlin's name.
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Transcript
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| 0:00.0 | Join us in Seattle on November 8th for Bloomberg's intelligent automation briefing about transformation in a time of uncertainty. During this special evening event, top business and IT executives will gather to explore ways in which intelligent automation can offset economic |
| 0:15.8 | pressures and help organizations thrive by enhancing operational efficiencies and stakeholder |
| 0:21.2 | value. |
| 0:22.3 | This program is proudly sponsored by IBM. Register at |
| 0:25.8 | Bloomberg Live.com slash automation slash radio. Hello and I'm |
| 0:45.0 | welcome to another episode of the Odd Lots podcast I'm Joe Wiesenthal and I'm Tracy |
| 0:47.4 | Alaway. |
| 0:48.4 | Tracy I had a thought and it might be a little controversial but what if you with a |
| 0:55.0 | controversial thought never no it's like I know I'm just gonna throw this out there |
| 0:59.2 | and tell me what you think what if we made it so that Oddlots |
| 1:03.3 | risen about market and finance anymore, |
| 1:05.8 | but just about the semiconductor industry? |
| 1:08.9 | Would you be cool at that? |
| 1:09.6 | Could we maybe start with a semiconductor series before we completely rebrand the |
| 1:16.0 | podcast? Right. We'll revisit the question of a total rebrand but I don't know |
| 1:21.9 | about you but I found our episode a couple of weeks ago with |
| 1:26.4 | Stacy Razzgan from Bernstein about the decline of Intel to be fascinating and after that I was like I just wanted to talk more |
| 1:33.8 | at CHIP like I just that like that really sort of like it really wet my appetite. |
| 1:38.2 | It was definitely a lot more interesting than I had been expecting. |
| 1:43.0 | I think I mentioned when we recorded it |
| 1:45.2 | that I hadn't been following all the ins and outs |
| 1:48.4 | of the semiconductor industry, |
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