The Circuit
By Ben Bajarin and Jay Goldberg
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Subscribers: 18
Reviews: 0
Episodes: 193
Description
A podcast about the business and market of semiconductors
| Episode | Date |
|---|---|
|
The "Semi-Apocalypse": Market Panic, Enterprise AI, and the 2028 GPU Glut Theory
|
Nov 09, 2026 |
|
What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum??
|
Nov 02, 2026 |
|
Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery
|
Oct 26, 2026 |
|
WFE to the Moon (Still), Semicon West and OCP Insights
|
Oct 19, 2026 |
|
Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack
|
Oct 12, 2026 |
|
Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
|
Oct 05, 2026 |
|
Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
|
Sep 28, 2026 |
|
Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
|
Sep 21, 2026 |
|
EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
|
Sep 15, 2026 |
|
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
|
Sep 07, 2026 |
|
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
|
Aug 31, 2026 |
|
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
|
Aug 23, 2026 |
|
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
|
Aug 17, 2026 |
|
EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
|
Aug 09, 2026 |
|
EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
|
Aug 03, 2026 |
|
EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
|
Jul 27, 2026 |
|
Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis
|
Jul 20, 2026 |
|
EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
|
Jul 14, 2026 |
|
EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback
|
Jul 06, 2026 |
|
EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia
|
Jun 29, 2026 |
|
EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.
|
Jun 22, 2026 |
|
EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways
|
Jun 15, 2026 |
|
Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week
|
Jun 08, 2026 |
|
EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.
|
Jun 01, 2026 |
|
EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs
|
May 26, 2026 |
|
EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era
|
May 18, 2026 |
|
EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints
|
May 11, 2026 |
|
EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
|
May 05, 2026 |
|
EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
|
Apr 27, 2026 |
|
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
|
Apr 21, 2026 |
|
Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
|
Apr 13, 2026 |
|
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
|
Apr 06, 2026 |
|
EP 158: Arm 2.0, Memory Freak Out, and AI Models
|
Mar 30, 2026 |
|
EP: 157 GTC! OFC! Micron Earnings (margin city)
|
Mar 23, 2026 |
|
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
|
Mar 16, 2026 |
|
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
|
Mar 10, 2026 |
|
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
|
Mar 02, 2026 |
|
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
|
Feb 23, 2026 |
|
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
|
Feb 16, 2026 |
|
EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
|
Feb 09, 2026 |
|
EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints
|
Feb 02, 2026 |
|
EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
|
Jan 26, 2026 |
|
Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization
|
Jan 19, 2026 |
|
Ep 148: All the Happenings from CES 2026!
|
Jan 12, 2026 |
|
EP 147: Talking All Things AI with Benedict Evans
|
Dec 29, 2025 |
|
EP 146: The State of AI Networking with Austin Lyons
|
Dec 22, 2025 |
|
EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
|
Dec 15, 2025 |
|
EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
|
Dec 09, 2025 |
|
EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
|
Nov 24, 2025 |
|
Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
|
Nov 18, 2025 |
|
EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
|
Nov 09, 2025 |
|
EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
|
Nov 03, 2025 |
|
EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS
|
Oct 27, 2025 |
|
EP 138: Talking GPU Depreciation, OCP Takeaways
|
Oct 20, 2025 |
|
EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino
|
Oct 13, 2025 |
|
EP 136: WE DON'T HAVE THE POWER!
|
Oct 06, 2025 |
|
EP 135: Talking Semiconductor Recruiting
|
Sep 29, 2025 |
|
EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
|
Sep 20, 2025 |
|
EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
|
Sep 14, 2025 |
|
EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
|
Sep 08, 2025 |
|
EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
|
Aug 31, 2025 |
|
EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview
|
Aug 24, 2025 |
|
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!
|
Aug 17, 2025 |
|
EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
|
Aug 11, 2025 |
|
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
|
Aug 04, 2025 |
|
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
|
Jul 28, 2025 |
|
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
|
Jul 21, 2025 |
|
EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
|
Jul 14, 2025 |
|
Episode 124: The State of The Japanese Semiconductor Industry
|
Jul 01, 2025 |
|
EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
|
Jun 23, 2025 |
|
Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0
|
Jun 16, 2025 |
|
Episode 121: Stop Talking about SAM Please
|
Jun 09, 2025 |
|
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
|
Jun 02, 2025 |
|
Episode 119: Computex, Google I/O, Dell Tech World, and more
|
May 27, 2025 |
|
Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
|
May 19, 2025 |
|
Episode 117: Talking Apple in China with Patrick McGee
|
May 12, 2025 |
|
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
|
May 06, 2025 |
|
Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
|
Apr 28, 2025 |
|
Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
|
Apr 21, 2025 |
|
Episode 113: Talking DSPs with CEVA CEO Amir Panush
|
Apr 14, 2025 |
|
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
|
Apr 07, 2025 |
|
Episode 111: Talking Chips and Wafers with Chips and Wafers
|
Mar 31, 2025 |
|
Episode 110: NVIDIA's Identity Crisis
|
Mar 24, 2025 |
|
Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
|
Mar 16, 2025 |
|
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
|
Mar 10, 2025 |
|
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
|
Mar 02, 2025 |
|
Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
|
Feb 24, 2025 |
|
Episode 105: Sanity Check on Custom ASICS?
|
Feb 17, 2025 |
|
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
|
Feb 10, 2025 |
|
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
|
Feb 03, 2025 |
|
Episode 102: Deeeeeepseeeeeeek!
|
Jan 27, 2025 |
|
Episode 101 Part 2: Digging into TSMC Earnings
|
Jan 20, 2025 |
|
Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations
|
Jan 20, 2025 |
|
Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
|
Jan 14, 2025 |
|
Episode 99: Semis Outlook for 2025 - Bullishness Remains
|
Jan 05, 2025 |
|
Episode 98: 2024 Semi Recap and Outlook Into 2025
|
Dec 21, 2024 |
|
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
|
Dec 13, 2024 |
|
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
|
Dec 06, 2024 |
|
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
|
Nov 25, 2024 |
|
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
|
Nov 18, 2024 |
|
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
|
Nov 11, 2024 |
|
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
|
Nov 04, 2024 |
|
Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
|
Oct 29, 2024 |
|
Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
|
Oct 24, 2024 |
|
Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
|
Oct 14, 2024 |
|
Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons
|
Oct 07, 2024 |
|
Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
|
Sep 30, 2024 |
|
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
|
Sep 23, 2024 |
|
Episode 85: OpenAI leaves AI Silicon in the Dust
|
Sep 16, 2024 |
|
Episode 84: Apple's Technology and AI
|
Sep 11, 2024 |
|
Episode 83: The Earnings Heard Round the World (NVDA)
|
Sep 03, 2024 |
|
Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
|
Aug 26, 2024 |
|
Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design
|
Aug 20, 2024 |
|
Episode 79: Not Your Grandfathers Data Center
|
Aug 14, 2024 |
|
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
|
Aug 02, 2024 |
|
Episode 77: Asia Semis Tour
|
Jul 30, 2024 |
|
Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
|
Jul 25, 2024 |
|
Episode 75: The AI Big $$$ Question
|
Jul 16, 2024 |
|
Episode 74: Deep in the Weeds in Cryptography (not crypto)
|
Jul 11, 2024 |
|
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
|
Jun 24, 2024 |
|
Episode 72: Apple Intelligence and Closed Loop Private Computing
|
Jun 17, 2024 |
|
Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
|
Jun 11, 2024 |
|
Episode 70!!! NPUs!!!!!!!!
|
Jun 02, 2024 |
|
Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
|
May 28, 2024 |
|
Episode 68: The Wide World of FPGAs
|
May 22, 2024 |
|
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
|
May 13, 2024 |
|
Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
|
May 07, 2024 |
|
Episode 65: Capex to the Moon!
|
Apr 29, 2024 |
|
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
|
Apr 22, 2024 |
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Episode 63: The Continued March of Custom Silicon, is it Sustainable?
|
Apr 15, 2024 |
|
Episode 62: Intel Foundry Financials and CHIPS Act Strategies
|
Apr 09, 2024 |
|
Episode 61: A Holistic Analysis of Nvidia
|
Apr 03, 2024 |
|
Episode 60: Takeaways, observations, and insights from Nvidia GTC
|
Mar 25, 2024 |
|
Episode 59: Discussing All Things AI Accelerators With Austin Lyons
|
Mar 18, 2024 |
|
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
|
Mar 13, 2024 |
|
Episode 57: MWC 2024 Observations and Insights
|
Mar 05, 2024 |
|
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
|
Feb 26, 2024 |
|
Episode 55: Intel IFS Economics and Last Fabs Standing
|
Feb 19, 2024 |
|
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
|
Feb 12, 2024 |
|
Episode 52: AI and Outsized Expectations
|
Feb 04, 2024 |
|
Episode 51: Intel Earnings and Foundry Trends
|
Jan 29, 2024 |
|
Episode 50: TSMC Earnings Set Stage for 2024
|
Jan 22, 2024 |
|
Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
|
Jan 16, 2024 |
|
Episode 48: Semiconductor Industry Wish Lists for 2024
|
Jan 08, 2024 |
|
Episode 47: Event Season Insights (Marvell, AMD, Intel)
|
Dec 18, 2023 |
|
Episode 46: A Discussion with Arm CEO Rene Haas
|
Dec 11, 2023 |
|
Episode 45: The Japanese Semiconductor Industry
|
Dec 05, 2023 |
|
Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
|
Nov 29, 2023 |
|
Episode 43: The Custom Silicon Trend Continues
|
Nov 20, 2023 |
|
Episode 42: Analyzing Arm's First Q Earnings as a Public Company
|
Nov 13, 2023 |
|
Episode 41: B2B The Story of Qualcomm
|
Nov 06, 2023 |
|
Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
|
Oct 31, 2023 |
|
Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition
|
Oct 23, 2023 |
|
Episode 38: The Future of Transistor Design and Advanced Packaging
|
Oct 16, 2023 |
|
Episode 37: Updated Thoughts on Entity Lists
|
Oct 09, 2023 |
|
Episode 36: The Wide World of Memory
|
Oct 02, 2023 |
|
Episode 35: The State of Intel via Their Innovation Summit
|
Sep 25, 2023 |
|
Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions
|
Sep 18, 2023 |
|
Episode 33: The Land of IoT with Guest Stacey Higginbotham
|
Sep 10, 2023 |
|
Episode 32: Nvidia and the AI Raging Bull
|
Sep 05, 2023 |
|
Episode 31: The Arm F1 and Pending IPO
|
Aug 28, 2023 |
|
Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
|
Aug 21, 2023 |
|
Episode 29: The Myth of Semiconductor Industry Deglobization
|
Aug 15, 2023 |
|
Episode 28: A Whole Lot of Custom Going On
|
Aug 07, 2023 |
|
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
|
Aug 03, 2023 |
|
Episode 26: A Thesis on AI's Impact on Semi Segments
|
Jul 23, 2023 |
|
Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
|
Jul 17, 2023 |
|
Episode 24: The Arm CPU Datacenter Potential
|
Jul 09, 2023 |
|
B2B Series: Wireless Standards
|
Jun 26, 2023 |
|
Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
|
Jun 19, 2023 |
|
Episode 22: Talking Apple Vision Pro
|
Jun 08, 2023 |
|
Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V International
|
Jun 05, 2023 |
|
Episode 20: Apple's Silicon Strategy
|
May 29, 2023 |
|
Episode 19: The On-Device AI Debate
|
May 22, 2023 |
|
Episode 18: Frameworks for Valuing Semiconductor Companies
|
May 15, 2023 |
|
B2B Series: The Story of Broadcom
|
May 08, 2023 |
|
Episode 17: Exploring the MediaTek Story
|
May 01, 2023 |
|
Episode 16: Is the Semiconductor Growth Cycle Over?
|
Apr 25, 2023 |
|
Episode 15: Growth Drivers for Semiconductors in the Datacenter
|
Apr 17, 2023 |
|
Episode 14: The Wide World of Sensors
|
Apr 11, 2023 |
|
Episode 13: How Semiconductors Will Shape The Automotive Industry
|
Apr 03, 2023 |
|
Episode 12: Arm's Business Model Shift
|
Mar 28, 2023 |
|
Episode 11: Nvidia's GTC News: The Moat Widens
|
Mar 22, 2023 |
|
Episode 10: Semiconductor Investor Mindsets
|
Mar 13, 2023 |
|
Episode 9: Silicon Trends and Highlights from MWC
|
Mar 06, 2023 |
|
Episode 8: AI Infrastructure and Silicon Demands
|
Feb 27, 2023 |
|
Episode 7: Semiconductor Industry Power Players
|
Feb 21, 2023 |
|
Episode 6: Semiconductor Industry Earnings Review
|
Feb 13, 2023 |
|
Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon
|
Feb 06, 2023 |
|
Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
|
Jan 28, 2023 |
|
Episode 3: Moore's Law and Process vs. Packaging
|
Jan 16, 2023 |
|
Episode 2: The Business of Going Vertical
|
Dec 28, 2022 |
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The Circuit Ep:1 - Introductions
|
Dec 21, 2022 |