Episode 2 of the Techramble Roundup is here. Alex and Jordan run through the week's silicon: Texas Instruments' blockbuster quarter, the CPU's comeback week in the data center, and the iPhone Duo's launch-day benchmarks. About 30 minutes.
In this episode:
- TI Q3: $6.06B revenue (+28% YoY, beat ~$5.92B consensus), EPS $2.62 — data-center revenue nearly doubled (+95% YoY, ~13% of revenue), industrial past its old peak, Q4 guide above consensus. The 300mm factory strategy keeps paying for itself.
- The deep dive — the CPU's comeback week: Arm's AGI CPU modeled 1.99x agentic-AI performance per 24kW rack vs a 128-core EPYC 9755 (Arm-sponsored numbers, caveats labeled); NVIDIA rolled a 256-CPU Vera rack (1.8x claim); AMD answered with Helion. Verdict: agentic AI is a CPU-throughput orchestration story — for now.
- iPhone Duo launch day: A20 Pro (2nm) Geekbench 7 averages — 4,002 single-core, 10,728 multi-core, 60,608 GPU, "nearly identical" to the iPhone 18 Pro. ~22% ahead of the Galaxy Z Fold 8's Snapdragon 8 Elite Gen 5 on single-core (~71% on GPU, Metal-vs-Vulkan caveat stated). No walk-in stock; $1,999–$3,199.
- Quick hits: Disco's record quarter (the tool vendors see the cycle first); Renesas RX74M/RX74N — first 22nm + MRAM RX microcontrollers, in mass production; Harvest Praxis on MediaTek's 3nm Genio Pro 5100 for humanoid robots.
- Lookahead: Intel Q3 + Samsung Q3 on Oct 29 feed Episode 3's deep dive — the RAM price crisis and the DDR4 resurrection (DDR5 at ~486% of its July 2025 baseline). AMD Q3 Nov 3, GlobalFoundries + Arm Nov 4, Apple's Oct 27 event.
🎧 Download the episode: MP3
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