About this episode
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semiconductor industry, the role of custom ASICs versus GPUs, and the future of cloud software in relation to hyperscalers like Microsoft and Google. The hosts provide insights into market trends and expectations for the upcoming year, emphasizing the importance of understanding the evolving landscape of technology and investment opportunities.
Get every episode summarized
Each time The Circuit publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Circuit
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
The Circuit
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
The Circuit
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
The Circuit
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable...
The Circuit