The Circuit
Ben Bajarin and Jay Goldberg
EN184 episodes
technologybusiness
A podcast about the business and market of semiconductors
Notable Guests
Episodes (184)
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
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Sep 7, 202651:24failed
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
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Aug 31, 202653:19pending
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
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Aug 23, 202638:48pending
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable...
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Aug 17, 202656:11pending
EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
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Aug 9, 202640:43pending
EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
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Aug 3, 20261:04:10pending
EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
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Jul 27, 202654:34pending
Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis
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Jul 20, 202659:17pending
EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
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Jul 14, 202647:01pending
EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback
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Jul 6, 202659:17pending
EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Maf...
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Jun 29, 20261:02:52pending
EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.
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Jun 22, 202648:23pending
EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways
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Jun 15, 202653:17pending
Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week
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Jun 8, 202643:05pending
EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.
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Jun 1, 202644:33pending
EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs
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May 26, 202658:49pending
EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era
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May 18, 202656:12pending
EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints
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May 11, 20261:01:57pending
EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
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May 5, 202652:10pending
EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
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Apr 27, 202649:10failed
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
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Apr 21, 202652:15failed
Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
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Apr 13, 202643:44failed
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and Mo...
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Apr 6, 202654:22failed
EP 158: Arm 2.0, Memory Freak Out, and AI Models
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Mar 30, 202648:54failed
EP: 157 GTC! OFC! Micron Earnings (margin city)
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Mar 23, 202658:35failed
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC...
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Mar 16, 202642:45failed
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
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Mar 10, 202655:03completed
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
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Mar 2, 20261:01:33pending
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
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Feb 23, 202658:22pending
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
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Feb 16, 202649:08pending
EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
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Feb 9, 202646:05pending
EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints
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Feb 2, 20261:00:56pending
EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter
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Jan 26, 202644:22pending
Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization
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Jan 19, 202654:42pending
Ep 148: All the Happenings from CES 2026!
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Jan 12, 202658:34pending
EP 147: Talking All Things AI with Benedict Evans
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Dec 29, 202552:04pending
EP 146: The State of AI Networking with Austin Lyons
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Dec 22, 202549:41pending
EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment
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Dec 15, 202542:44pending
EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!
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Dec 9, 202556:45pending
EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW
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Nov 24, 202546:54pending
Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?
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Nov 18, 202545:38pending
EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality
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Nov 9, 202551:35pending
EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!
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Nov 3, 202553:44pending
EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS
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Oct 27, 202554:03pending
EP 138: Talking GPU Depreciation, OCP Takeaways
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Oct 20, 202551:24pending
EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino
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Oct 13, 202548:20pending
EP 136: WE DON'T HAVE THE POWER!
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Oct 6, 202547:34pending
EP 135: Talking Semiconductor Recruiting
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Sep 29, 202542:08pending
EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
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Sep 20, 202545:39pending
EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Go...
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Sep 14, 20251:03:34pending