The Circuit
By Ben Bajarin and Jay Goldberg
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Image by Ben Bajarin and Jay Goldberg
Category: Technology
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Subscribers: 4
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Episodes: 68
Description
A podcast about the business and market of semiconductors
| Episode | Date |
|---|---|
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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 |
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Episode 65: Capex to the Moon!
|
Apr 29, 2024 |
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Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
|
Apr 22, 2024 |
|
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
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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 |
|
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 |
|
Episode 46: A Discussion with Arm CEO Rene Haas
|
Dec 11, 2023 |
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Episode 45: The Japanese Semiconductor Industry
|
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
|
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
|
Oct 31, 2023 |
|
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 |
|
Episode 37: Updated Thoughts on Entity Lists
|
Oct 09, 2023 |
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Episode 36: The Wide World of Memory
|
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
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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
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May 29, 2023 |
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Episode 19: The On-Device AI Debate
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May 22, 2023 |
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Episode 18: Frameworks for Valuing Semiconductor Companies
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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 |
|
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 |
|
The Circuit Ep:1 - Introductions
|
Dec 21, 2022 |