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Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry artwork

Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry Podcast Transcripts

Fexingo · 218 episodes with transcripts

Lucas and Luna sit down each day to decode the semiconductor industry — the chips, foundries, and geopolitics that underpin modern technology.

Spoken has transcripts of 218 Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry episodes, with the speakers named. The newest listed here is from October 21, 2026.

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Every Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry transcript in one script

218 episodes of Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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Latest Semiconductor News with Fexingo: Chips, Foundries, and the Global Semiconductor Industry transcripts

Why Your Next Laptop Has Two Different AI Chips

October 21, 2026

SPEAKER_1 (0:01)

If today's conversation helps you understand why your next laptop might have two completely different brains, you're already ahead of most investors. The semiconductor industry is currently undergoing a massive structural shift that has very little to do with raw speed and everything to do where the computation…

SPEAKER_2 (0:20)

I've been looking at the recent earnings calls from the major foundries, and the language they use about workload distribution is telling us everything we need to know about the split.

SPEAKER_1 (0:29)

Exactly, for years, the narrative was that one big chip would rule them all, but the economics of power and latency are forcing a bifurcation. We are seeing a clear divide between training models in the cloud and running those models at the edge, which means the hardware requirements for each side are diverging…

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