The Circuit
Ben Bajarin and Jay Goldberg
EN184 episodes
technologybusiness
A podcast about the business and market of semiconductors
Notable Guests
Episodes (184)
EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?
The Circuit
Sep 8, 202543:46pending
EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
The Circuit
Aug 31, 202554:59pending
EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Ea...
The Circuit
Aug 24, 202547:33pending
EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds...
The Circuit
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
The Circuit
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
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Mar 16, 202548:17pending
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
The Circuit
Mar 10, 202546:07pending
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
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Mar 2, 202537:59pending
Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
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Feb 24, 202542:50pending
Episode 105: Sanity Check on Custom ASICS?
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Feb 17, 202541:50pending
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
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Feb 10, 202544:11pending
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
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Feb 3, 202555:46pending
Episode 102: Deeeeeepseeeeeeek!
The Circuit
Jan 27, 202542:09pending
Episode 101 Part 2: Digging into TSMC Earnings
The Circuit
Jan 20, 202530:21pending
Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Reg...
The Circuit
Jan 20, 202543:05pending
Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
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Jan 14, 202542:51pending
Episode 99: Semis Outlook for 2025 - Bullishness Remains
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Jan 5, 202542:51pending
Episode 98: 2024 Semi Recap and Outlook Into 2025
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Dec 21, 202436:44pending
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earning...
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Dec 13, 202451:49pending
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Stra...
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Dec 6, 202446:13pending
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is ov...
The Circuit
Nov 25, 202440:15pending
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
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Nov 18, 202435:22pending
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
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Nov 11, 202437:56pending
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
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Nov 4, 202444:50pending
Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
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Oct 29, 202448:39pending
Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
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Oct 24, 202444:54pending
Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasonin...
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Oct 14, 202445:39pending
Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons
The Circuit
Oct 7, 202451:31pending
Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
The Circuit
Sep 30, 202440:13pending
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
The Circuit
Sep 23, 202447:08pending
Episode 85: OpenAI leaves AI Silicon in the Dust
The Circuit
Sep 16, 202441:10pending