The Circuit
Ben Bajarin and Jay Goldberg
EN184 episodes
technologybusiness
A podcast about the business and market of semiconductors
Notable Guests
Episodes (184)
Episode 32: Nvidia and the AI Raging Bull
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Sep 5, 202345:32pending
Episode 31: The Arm F1 and Pending IPO
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Aug 28, 202342:14pending
Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
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Aug 21, 202334:47pending
Episode 29: The Myth of Semiconductor Industry Deglobization
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Aug 15, 202328:32pending
Episode 28: A Whole Lot of Custom Going On
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Aug 7, 202340:43pending
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
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Aug 3, 202339:21pending
Episode 26: A Thesis on AI's Impact on Semi Segments
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Jul 23, 202334:28pending
Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
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Jul 17, 202343:19pending
Episode 24: The Arm CPU Datacenter Potential
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Jul 9, 202339:23pending
B2B Series: Wireless Standards
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Jun 26, 202342:55pending
Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
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Jun 19, 202333:09pending
Episode 22: Talking Apple Vision Pro
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Jun 8, 202350:16pending
Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V Internatio...
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Jun 5, 202340:48pending
Episode 20: Apple's Silicon Strategy
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May 29, 202339:51pending
Episode 19: The On-Device AI Debate
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May 22, 202334:41pending
Episode 18: Frameworks for Valuing Semiconductor Companies
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May 15, 202338:18pending
B2B Series: The Story of Broadcom
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May 8, 202334:47pending
Episode 17: Exploring the MediaTek Story
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May 1, 202341:36pending
Episode 16: Is the Semiconductor Growth Cycle Over?
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Apr 25, 202341:30pending
Episode 15: Growth Drivers for Semiconductors in the Datacenter
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Apr 17, 202343:54pending
Episode 14: The Wide World of Sensors
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Apr 11, 202331:19pending
Episode 13: How Semiconductors Will Shape The Automotive Industry
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Apr 3, 202344:48pending
Episode 12: Arm's Business Model Shift
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Mar 28, 202340:40pending
Episode 11: Nvidia's GTC News: The Moat Widens
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Mar 22, 202335:36pending
Episode 10: Semiconductor Investor Mindsets
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Mar 13, 202339:35pending
Episode 9: Silicon Trends and Highlights from MWC
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Mar 6, 202340:53pending
Episode 8: AI Infrastructure and Silicon Demands
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Feb 27, 202338:29pending
Episode 7: Semiconductor Industry Power Players
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Feb 21, 202345:43pending
Episode 6: Semiconductor Industry Earnings Review
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Feb 13, 202349:25pending
Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Pur...
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Feb 6, 202341:14pending
Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
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Jan 28, 202343:23pending
Episode 3: Moore's Law and Process vs. Packaging
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Jan 16, 202340:19pending
Episode 2: The Business of Going Vertical
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Dec 28, 202233:27pending
The Circuit Ep:1 - Introductions
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Dec 21, 202214:01pending