The Circuit
Ben Bajarin and Jay Goldberg
EN162 episodes
technologybusiness
A podcast about the business and market of semiconductors
Episodes (162)
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC...
The Circuit
Mar 16, 202642:45pending
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
The Circuit
Mar 10, 202655:03completed
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
The Circuit
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
EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
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Sep 8, 202543:46pending
EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
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Aug 31, 202554:59pending
EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Ea...
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Aug 24, 202547:33pending
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds...
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Aug 17, 202545:31pending
EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, G...
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Aug 11, 202550:22pending
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
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Aug 4, 202557:55pending
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
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Jul 28, 202531:20pending
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Inf...
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Jul 21, 202545:10pending
EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
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Jul 14, 202538:47pending
Episode 124: The State of The Japanese Semiconductor Industry
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Jul 1, 202543:42pending
EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
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Jun 23, 202540:37pending
Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0
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Jun 16, 202537:34pending
Episode 121: Stop Talking about SAM Please
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Jun 9, 202530:33pending
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
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Jun 2, 202543:07pending
Episode 119: Computex, Google I/O, Dell Tech World, and more
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May 27, 202537:15pending
Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
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May 19, 202532:59pending
Episode 117: Talking Apple in China with Patrick McGee
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May 12, 202546:53pending
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
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May 6, 202552:03pending
Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
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Apr 28, 202538:04pending
Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
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Apr 21, 202545:11pending
Episode 113: Talking DSPs with CEVA CEO Amir Panush
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Apr 14, 202538:11pending
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle John...
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Apr 7, 202528:51pending
Episode 111: Talking Chips and Wafers with Chips and Wafers
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Mar 31, 202555:06pending
Episode 110: NVIDIA's Identity Crisis
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Mar 24, 202541:45pending
Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
The Circuit
Mar 16, 202548:17pending