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Silicon Futures for August 2025 - Hot Chips 2025 and GlobalFoundries Technology Summit

Author
Leonard Lee, Karl Freund, Jim McGregor
Published
Sat 30 Aug 2025
Episode Link
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Silicon Futures is a neXt Curve reThink Podcast series focused on AI and semiconductor tech and the industry topics that matter.

In this special August midpoint episode, Leonard, Karl and Jim talk about some of the top headlines of the second half of August. 

Topics that mattered in the AI and semiconductor universe capping off August of 2025:

  • Analysts' takes and analysis of Hot Chips 2025
  • GlobalFoundries Technology Summit 2025 and the MIPS acquisition

Hit Leonard, Karl, and Jim up on LinkedIn and take part in their industry and tech insights.

Check out Jim and his research at Tirias Research at www.tiriasresearch.com.
Check out Karl and his research at Cambrian AI Research LLC at www.cambrian-ai.com. Check out Karl's Substack at: https://substack.com/@karlfreund429026

Please subscribe to our podcast which will be featured on the neXt Curve YouTube Channel. Check out the audio version on BuzzSprout or find us on your favorite Podcast platform.

Also, subscribe to the neXt Curve research portal at www.next-curve.com and our Substack (https://substack.com/@nextcurve) for the tech and industry insights that matter.

NOTE: The transcript is AI-generated and will contain errors.

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