Peter Elstrom
speaker
634 appearances
21 recordings
1 series
first heard Nov 2025
last heard 10 Sep
Peter Elstrom’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.
Appearances
MediaTek is also growing very quickly.
They reported strong revenue growth of 44%.
They historically have done very well on the smartphone market.
Now they're moving into these adjacent markets, especially in AI services.
They've struck this deal with NVIDIA where they want to be able to
incorporate their technology in with Nvidia's technology.
They want to also move into being able to make chips that will work in laptops and computers and bring more AI capabilities there too.
So the company is growing quite strong at this point.
They also are trying to keep up with demand.
Yeah, so ASML makes the machines that help companies like TSMC, Samsung, and Intel produce semiconductors.
Uh they make them for uh NVIDIA and Apple, and of course the memory chips for the companies uh themselves too.
And what ASML has been doing is has been trying to persuade customers to make this transition from their existing EUV technology to the high-NA EUV machines that cost $400.
Million dollars as you mentioned.
The current generation is maybe about half that cost.
And there have been a couple of customers that have gone early.
Intel is the leading example of that where they've jumped into this high NA technology.
But we what we heard today is commitments from both Samsung and TSMC to make that transition.
And the goal is that they are going to move to uh more efficient, lower cost production uh of the most advanced chips on the market.
Uh, we of course have been chip constrained in a number of different areas.
We've heard this from NVIDIA and Jensen Wong himself that if only they could get more production, uh, they'd be able to satisfy the market's demand.
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