The Circuit
By Ben Bajarin and Jay Goldberg
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Category: Technology
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Subscribers: 13
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Episodes: 149
Description
A podcast about the business and market of semiconductors
| Episode | Date |
|---|---|
|
EP 147: Talking All Things AI with Benedict Evans
|
Dec 29, 2025 |
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EP 146: The State of AI Networking with Austin Lyons
|
Dec 22, 2025 |
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EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
|
Dec 15, 2025 |
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EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
|
Dec 09, 2025 |
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EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
|
Nov 24, 2025 |
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Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
|
Nov 18, 2025 |
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EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
|
Nov 09, 2025 |
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EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
|
Nov 03, 2025 |
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EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS
|
Oct 27, 2025 |
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EP 138: Talking GPU Depreciation, OCP Takeaways
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Oct 20, 2025 |
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EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino
|
Oct 13, 2025 |
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EP 136: WE DON'T HAVE THE POWER!
|
Oct 06, 2025 |
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EP 135: Talking Semiconductor Recruiting
|
Sep 29, 2025 |
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EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
|
Sep 20, 2025 |
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EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
|
Sep 14, 2025 |
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EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
|
Sep 08, 2025 |
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EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
|
Aug 31, 2025 |
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EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview
|
Aug 24, 2025 |
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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 |
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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 |
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EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
|
Jul 21, 2025 |
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EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
|
Jul 14, 2025 |
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Episode 124: The State of The Japanese Semiconductor Industry
|
Jul 01, 2025 |
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EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
|
Jun 23, 2025 |
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Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0
|
Jun 16, 2025 |
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Episode 121: Stop Talking about SAM Please
|
Jun 09, 2025 |
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Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
|
Jun 02, 2025 |
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Episode 119: Computex, Google I/O, Dell Tech World, and more
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May 27, 2025 |
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Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
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May 19, 2025 |
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Episode 117: Talking Apple in China with Patrick McGee
|
May 12, 2025 |
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Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
|
May 06, 2025 |
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Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
|
Apr 28, 2025 |
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Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
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Apr 21, 2025 |
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Episode 113: Talking DSPs with CEVA CEO Amir Panush
|
Apr 14, 2025 |
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Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
|
Apr 07, 2025 |
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Episode 111: Talking Chips and Wafers with Chips and Wafers
|
Mar 31, 2025 |
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Episode 110: NVIDIA's Identity Crisis
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Mar 24, 2025 |
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Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
|
Mar 16, 2025 |
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Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
|
Mar 10, 2025 |
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Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
|
Mar 02, 2025 |
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Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
|
Feb 24, 2025 |
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Episode 105: Sanity Check on Custom ASICS?
|
Feb 17, 2025 |
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Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
|
Feb 10, 2025 |
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Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
|
Feb 03, 2025 |
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Episode 102: Deeeeeepseeeeeeek!
|
Jan 27, 2025 |
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Episode 101 Part 2: Digging into TSMC Earnings
|
Jan 20, 2025 |
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Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations
|
Jan 20, 2025 |
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Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
|
Jan 14, 2025 |
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Episode 99: Semis Outlook for 2025 - Bullishness Remains
|
Jan 05, 2025 |
|
Episode 98: 2024 Semi Recap and Outlook Into 2025
|
Dec 21, 2024 |
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Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
|
Dec 13, 2024 |
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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 |
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Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
|
Nov 18, 2024 |
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Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
|
Nov 11, 2024 |
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Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
|
Nov 04, 2024 |
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Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
|
Oct 29, 2024 |
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Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
|
Oct 24, 2024 |
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Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
|
Oct 14, 2024 |
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Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons
|
Oct 07, 2024 |
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Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
|
Sep 30, 2024 |
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Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
|
Sep 23, 2024 |
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Episode 85: OpenAI leaves AI Silicon in the Dust
|
Sep 16, 2024 |
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Episode 84: Apple's Technology and AI
|
Sep 11, 2024 |
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Episode 83: The Earnings Heard Round the World (NVDA)
|
Sep 03, 2024 |
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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 |
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Episode 79: Not Your Grandfathers Data Center
|
Aug 14, 2024 |
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Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
|
Aug 02, 2024 |
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Episode 77: Asia Semis Tour
|
Jul 30, 2024 |
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Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
|
Jul 25, 2024 |
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Episode 75: The AI Big $$$ Question
|
Jul 16, 2024 |
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Episode 74: Deep in the Weeds in Cryptography (not crypto)
|
Jul 11, 2024 |
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Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
|
Jun 24, 2024 |
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Episode 72: Apple Intelligence and Closed Loop Private Computing
|
Jun 17, 2024 |
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Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
|
Jun 11, 2024 |
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Episode 70!!! NPUs!!!!!!!!
|
Jun 02, 2024 |
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Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
|
May 28, 2024 |
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Episode 68: The Wide World of FPGAs
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May 22, 2024 |
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Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
|
May 13, 2024 |
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Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
|
May 07, 2024 |
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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 |
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Episode 62: Intel Foundry Financials and CHIPS Act Strategies
|
Apr 09, 2024 |
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Episode 61: A Holistic Analysis of Nvidia
|
Apr 03, 2024 |
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Episode 60: Takeaways, observations, and insights from Nvidia GTC
|
Mar 25, 2024 |
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Episode 59: Discussing All Things AI Accelerators With Austin Lyons
|
Mar 18, 2024 |
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Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
|
Mar 13, 2024 |
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Episode 57: MWC 2024 Observations and Insights
|
Mar 05, 2024 |
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IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
|
Feb 26, 2024 |
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Episode 55: Intel IFS Economics and Last Fabs Standing
|
Feb 19, 2024 |
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Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
|
Feb 12, 2024 |
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Episode 52: AI and Outsized Expectations
|
Feb 04, 2024 |
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Episode 51: Intel Earnings and Foundry Trends
|
Jan 29, 2024 |
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Episode 50: TSMC Earnings Set Stage for 2024
|
Jan 22, 2024 |
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Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
|
Jan 16, 2024 |
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Episode 48: Semiconductor Industry Wish Lists for 2024
|
Jan 08, 2024 |
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Episode 47: Event Season Insights (Marvell, AMD, Intel)
|
Dec 18, 2023 |
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Episode 46: A Discussion with Arm CEO Rene Haas
|
Dec 11, 2023 |
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Episode 45: The Japanese Semiconductor Industry
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Dec 05, 2023 |
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Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
|
Nov 29, 2023 |
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Episode 43: The Custom Silicon Trend Continues
|
Nov 20, 2023 |
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Episode 42: Analyzing Arm's First Q Earnings as a Public Company
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Nov 13, 2023 |
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Episode 41: B2B The Story of Qualcomm
|
Nov 06, 2023 |
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Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
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Oct 31, 2023 |
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Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition
|
Oct 23, 2023 |
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Episode 38: The Future of Transistor Design and Advanced Packaging
|
Oct 16, 2023 |
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Episode 37: Updated Thoughts on Entity Lists
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Oct 09, 2023 |
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Episode 36: The Wide World of Memory
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Oct 02, 2023 |
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Episode 35: The State of Intel via Their Innovation Summit
|
Sep 25, 2023 |
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Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions
|
Sep 18, 2023 |
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Episode 33: The Land of IoT with Guest Stacey Higginbotham
|
Sep 10, 2023 |
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Episode 32: Nvidia and the AI Raging Bull
|
Sep 05, 2023 |
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Episode 31: The Arm F1 and Pending IPO
|
Aug 28, 2023 |
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Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
|
Aug 21, 2023 |
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Episode 29: The Myth of Semiconductor Industry Deglobization
|
Aug 15, 2023 |
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Episode 28: A Whole Lot of Custom Going On
|
Aug 07, 2023 |
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Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
|
Aug 03, 2023 |
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Episode 26: A Thesis on AI's Impact on Semi Segments
|
Jul 23, 2023 |
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Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
|
Jul 17, 2023 |
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Episode 24: The Arm CPU Datacenter Potential
|
Jul 09, 2023 |
|
B2B Series: Wireless Standards
|
Jun 26, 2023 |
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Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
|
Jun 19, 2023 |
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Episode 22: Talking Apple Vision Pro
|
Jun 08, 2023 |
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Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V International
|
Jun 05, 2023 |
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Episode 20: Apple's Silicon Strategy
|
May 29, 2023 |
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Episode 19: The On-Device AI Debate
|
May 22, 2023 |
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Episode 18: Frameworks for Valuing Semiconductor Companies
|
May 15, 2023 |
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B2B Series: The Story of Broadcom
|
May 08, 2023 |
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Episode 17: Exploring the MediaTek Story
|
May 01, 2023 |
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Episode 16: Is the Semiconductor Growth Cycle Over?
|
Apr 25, 2023 |
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Episode 15: Growth Drivers for Semiconductors in the Datacenter
|
Apr 17, 2023 |
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Episode 14: The Wide World of Sensors
|
Apr 11, 2023 |
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Episode 13: How Semiconductors Will Shape The Automotive Industry
|
Apr 03, 2023 |
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Episode 12: Arm's Business Model Shift
|
Mar 28, 2023 |
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Episode 11: Nvidia's GTC News: The Moat Widens
|
Mar 22, 2023 |
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Episode 10: Semiconductor Investor Mindsets
|
Mar 13, 2023 |
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Episode 9: Silicon Trends and Highlights from MWC
|
Mar 06, 2023 |
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Episode 8: AI Infrastructure and Silicon Demands
|
Feb 27, 2023 |
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Episode 7: Semiconductor Industry Power Players
|
Feb 21, 2023 |
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Episode 6: Semiconductor Industry Earnings Review
|
Feb 13, 2023 |
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Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon
|
Feb 06, 2023 |
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Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
|
Jan 28, 2023 |
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Episode 3: Moore's Law and Process vs. Packaging
|
Jan 16, 2023 |
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Episode 2: The Business of Going Vertical
|
Dec 28, 2022 |
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The Circuit Ep:1 - Introductions
|
Dec 21, 2022 |