Michael Acton
San Francisco-based Financial Times reporter covering the semiconductor industry, providing analysis on NVIDIA, Arm, AMD, Qualcomm and memory supply dynamics.
Best podcasts with Michael Acton
Ranked by the Snipd community
112 snips
Feb 6, 2026 • 13min
A crunchy week for chipmakers
Greg Meyer, U.S. consumer editor who tracks snack trends, and Michael Acton, San Francisco semiconductor reporter, discuss market turbulence for chipmakers and AI-driven spending. They cover stalled NVIDIA sales to China, memory and earnings pressures on Arm, AMD and Qualcomm, and shifting snack demand ahead of the Super Bowl. Conversation also touches on political fallout in the UK and a surprise Japanese election.
