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The Circuit | TrackPodcasts.com

The Circuit

Ben Bajarin and Jay Goldberg

EN·165 episodes

technologybusiness

A podcast about the business and market of semiconductors

Notable Guests

Steve Wozniak1×

Episodes (165)

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

The Circuit

May 5, 2026·52:10·pending

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

The Circuit

Apr 27, 2026·49:10·failed

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

The Circuit

Apr 21, 2026·52:15·failed

Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

The Circuit

Apr 13, 2026·43:44·failed

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and Mo...

The Circuit

Apr 6, 2026·54:22·failed

EP 158: Arm 2.0, Memory Freak Out, and AI Models

The Circuit

Mar 30, 2026·48:54·failed

EP: 157 GTC! OFC! Micron Earnings (margin city)

The Circuit

Mar 23, 2026·58:35·failed

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC...

The Circuit

Mar 16, 2026·42:45·failed

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

The Circuit

Mar 10, 2026·55:03·completed

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

The Circuit

Mar 2, 2026·1:01:33·pending

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

The Circuit

Feb 23, 2026·58:22·pending

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

The Circuit

Feb 16, 2026·49:08·pending

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

The Circuit

Feb 9, 2026·46:05·pending

EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints

The Circuit

Feb 2, 2026·1:00:56·pending

EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

The Circuit

Jan 26, 2026·44:22·pending

Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

The Circuit

Jan 19, 2026·54:42·pending

Ep 148: All the Happenings from CES 2026!

The Circuit

Jan 12, 2026·58:34·pending

EP 147: Talking All Things AI with Benedict Evans

The Circuit

Dec 29, 2025·52:04·pending

EP 146: The State of AI Networking with Austin Lyons

The Circuit

Dec 22, 2025·49:41·pending

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

The Circuit

Dec 15, 2025·42:44·pending

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

The Circuit

Dec 9, 2025·56:45·pending

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

The Circuit

Nov 24, 2025·46:54·pending

Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

The Circuit

Nov 18, 2025·45:38·pending

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

The Circuit

Nov 9, 2025·51:35·pending

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!

The Circuit

Nov 3, 2025·53:44·pending

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS

The Circuit

Oct 27, 2025·54:03·pending

EP 138: Talking GPU Depreciation, OCP Takeaways

The Circuit

Oct 20, 2025·51:24·pending

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

The Circuit

Oct 13, 2025·48:20·pending

EP 136: WE DON'T HAVE THE POWER!

The Circuit

Oct 6, 2025·47:34·pending

EP 135: Talking Semiconductor Recruiting

The Circuit

Sep 29, 2025·42:08·pending

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

The Circuit

Sep 20, 2025·45:39·pending

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Go...

The Circuit

Sep 14, 2025·1:03:34·pending

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

The Circuit

Sep 8, 2025·43:46·pending

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs

The Circuit

Aug 31, 2025·54:59·pending

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Ea...

The Circuit

Aug 24, 2025·47:33·pending

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds...

The Circuit

Aug 17, 2025·45:31·pending

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, G...

The Circuit

Aug 11, 2025·50:22·pending

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

The Circuit

Aug 4, 2025·57:55·pending

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

The Circuit

Jul 28, 2025·31:20·pending

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Inf...

The Circuit

Jul 21, 2025·45:10·pending

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

The Circuit

Jul 14, 2025·38:47·pending

Episode 124: The State of The Japanese Semiconductor Industry

The Circuit

Jul 1, 2025·43:42·pending

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

The Circuit

Jun 23, 2025·40:37·pending

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

The Circuit

Jun 16, 2025·37:34·pending

Episode 121: Stop Talking about SAM Please

The Circuit

Jun 9, 2025·30:33·pending

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

The Circuit

Jun 2, 2025·43:07·pending

Episode 119: Computex, Google I/O, Dell Tech World, and more

The Circuit

May 27, 2025·37:15·pending

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

The Circuit

May 19, 2025·32:59·pending

Episode 117: Talking Apple in China with Patrick McGee

The Circuit

May 12, 2025·46:53·pending

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

The Circuit

May 6, 2025·52:03·pending