Heard in 12 episodes across 5 shows since Aug 2026
Kunjan Sobhani is a senior semiconductor analyst at Bloomberg Intelligence, where he covers the semiconductor industry and related companies and technologies.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 4 |
| Sep 2026 | 3 |
| Oct 2026 | 5 |
| Nov 2026 | 0 |
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What Kunjan Sobhani has said on podcasts
57 statements
PC products remain Intel’s largest revenue segment.
“pc remains the largest revenue segment for the company”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 3:40
Intel PC revenue losses reduce revenue and gross margin.
“any revenue loss there really impacts the top line as well as the gross margin”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 3:49
Intel server CPU demand remains strong.
“their server CPU demand continues to stay strong”
Open the episode · Intel Shares Plunge After Outlook Hit by PC Slump, SupplyListen at 3:56
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
12 episodes featuring Kunjan Sobhani, newest first
- Oct 30, 2026
Intel’s PC squeeze exposes the cost of AI-era expansionBloomberg IntelligenceOct 30, 2026Guest - Oct 29, 2026
Intel stumbles as Amazon weighs AI spending against cash flowBloomberg IntelligenceOct 29, 2026Guest - Oct 29, 2026
Intel’s PC slump exposes the risks in its turnaroundBloomberg TechOct 29, 2026Guest - Oct 29, 2026
Intel and Amazon expose the cost of tech’s AI raceBloomberg Daybreak: US EditionOct 29, 2026Guest - Oct 29, 2026
Intel’s PC slump tests its costly turnaroundBloomberg SurveillanceOct 29, 2026Guest - Sep 8, 2026
Amazon diversifies AI chips as infrastructure hits physical limitsBloomberg TechSep 8, 2026Guest