{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Circuit","title":"Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b22aed15\"></iframe>","width":"100%","height":180,"duration":3557,"description":"In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects.\nKey Topics:\nTSMC's CapEx increase and demand signals\nASML's capacity expansion and high NA EUV technology\nAir's role in semiconductor testing and optical advancements\nMarket sentiment and investor rotation in semiconductors\nThe impact of AI on chip demand and manufacturing","thumbnail_url":"https://img.transistorcdn.com/fYACcTX9lHJQV5HMEqnPC2MCPLH1nc-KdhtAT0N5lV4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzM3MjEyLzE2NzQz/MTg3MzAtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}