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The Circuit | PodSearch.io
The Circuit
Ben Bajarin and Jay Goldberg
EN
·
162 episodes
technology
business
A podcast about the business and market of semiconductors
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Episodes (162)
Episode 111: Talking Chips and Wafers with Chips and Wafers
The Circuit
Mar 31, 2025
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55:06
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pending
Episode 110: NVIDIA's Identity Crisis
The Circuit
Mar 24, 2025
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41:45
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pending
Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
The Circuit
Mar 16, 2025
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48:17
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pending
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Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
The Circuit
Mar 10, 2025
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46:07
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pending
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
The Circuit
Mar 2, 2025
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37:59
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pending
Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
The Circuit
Feb 24, 2025
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42:50
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pending
Episode 105: Sanity Check on Custom ASICS?
The Circuit
Feb 17, 2025
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41:50
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pending
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
The Circuit
Feb 10, 2025
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44:11
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pending
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
The Circuit
Feb 3, 2025
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55:46
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pending
Episode 102: Deeeeeepseeeeeeek!
The Circuit
Jan 27, 2025
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42:09
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pending
Episode 101 Part 2: Digging into TSMC Earnings
The Circuit
Jan 20, 2025
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30:21
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pending
Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Reg...
The Circuit
Jan 20, 2025
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43:05
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pending
Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
The Circuit
Jan 14, 2025
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42:51
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pending
Episode 99: Semis Outlook for 2025 - Bullishness Remains
The Circuit
Jan 5, 2025
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42:51
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pending
Episode 98: 2024 Semi Recap and Outlook Into 2025
The Circuit
Dec 21, 2024
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36:44
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pending
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earning...
The Circuit
Dec 13, 2024
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51:49
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pending
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Stra...
The Circuit
Dec 6, 2024
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46:13
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pending
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is ov...
The Circuit
Nov 25, 2024
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40:15
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pending
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
The Circuit
Nov 18, 2024
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35:22
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pending
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
The Circuit
Nov 11, 2024
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37:56
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pending
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
The Circuit
Nov 4, 2024
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44:50
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pending
Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
The Circuit
Oct 29, 2024
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48:39
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pending
Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
The Circuit
Oct 24, 2024
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44:54
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pending
Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasonin...
The Circuit
Oct 14, 2024
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45:39
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pending
Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons
The Circuit
Oct 7, 2024
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51:31
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pending
Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
The Circuit
Sep 30, 2024
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40:13
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pending
Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
The Circuit
Sep 23, 2024
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47:08
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pending
Episode 85: OpenAI leaves AI Silicon in the Dust
The Circuit
Sep 16, 2024
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41:10
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pending
Episode 84: Apple's Technology and AI
The Circuit
Sep 11, 2024
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51:43
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pending
Episode 83: The Earnings Heard Round the World (NVDA)
The Circuit
Sep 3, 2024
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47:01
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pending
Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Bu...
The Circuit
Aug 26, 2024
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34:05
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pending
Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Des...
The Circuit
Aug 20, 2024
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33:40
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pending
Episode 79: Not Your Grandfathers Data Center
The Circuit
Aug 14, 2024
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40:13
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pending
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
The Circuit
Aug 2, 2024
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50:26
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pending
Episode 77: Asia Semis Tour
The Circuit
Jul 30, 2024
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38:17
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pending
Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
The Circuit
Jul 25, 2024
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38:48
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pending
Episode 75: The AI Big $$$ Question
The Circuit
Jul 16, 2024
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41:31
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pending
Episode 74: Deep in the Weeds in Cryptography (not crypto)
The Circuit
Jul 11, 2024
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47:53
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pending
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
The Circuit
Jun 24, 2024
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41:53
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pending
Episode 72: Apple Intelligence and Closed Loop Private Computing
The Circuit
Jun 17, 2024
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32:53
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pending
Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
The Circuit
Jun 11, 2024
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44:21
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pending
Episode 70!!! NPUs!!!!!!!!
The Circuit
Jun 2, 2024
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51:46
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pending
Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
The Circuit
May 28, 2024
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47:03
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pending
Episode 68: The Wide World of FPGAs
The Circuit
May 22, 2024
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37:57
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pending
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon De...
The Circuit
May 13, 2024
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42:20
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pending
Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/ind...
The Circuit
May 7, 2024
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36:01
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pending
Episode 65: Capex to the Moon!
The Circuit
Apr 29, 2024
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40:04
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pending
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
The Circuit
Apr 22, 2024
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39:34
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pending
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
The Circuit
Apr 15, 2024
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44:25
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pending
Episode 62: Intel Foundry Financials and CHIPS Act Strategies
The Circuit
Apr 9, 2024
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30:06
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pending
