The Circuit
Ben Bajarin and Jay Goldberg
EN184 episodes
technologybusiness
A podcast about the business and market of semiconductors
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Episodes (184)
Episode 84: Apple's Technology and AI
The Circuit
Sep 11, 202451:43pending
Episode 83: The Earnings Heard Round the World (NVDA)
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Sep 3, 202447:01pending
Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Bu...
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Aug 26, 202434:05pending
Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Des...
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Aug 20, 202433:40pending
Episode 79: Not Your Grandfathers Data Center
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Aug 14, 202440:13pending
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
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Aug 2, 202450:26pending
Episode 77: Asia Semis Tour
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Jul 30, 202438:17pending
Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
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Jul 25, 202438:48pending
Episode 75: The AI Big $$$ Question
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Jul 16, 202441:31pending
Episode 74: Deep in the Weeds in Cryptography (not crypto)
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Jul 11, 202447:53pending
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
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Jun 24, 202441:53pending
Episode 72: Apple Intelligence and Closed Loop Private Computing
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Jun 17, 202432:53pending
Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
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Jun 11, 202444:21pending
Episode 70!!! NPUs!!!!!!!!
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Jun 2, 202451:46pending
Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
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May 28, 202447:03pending
Episode 68: The Wide World of FPGAs
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May 22, 202437:57pending
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon De...
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May 13, 202442:20pending
Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/ind...
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May 7, 202436:01pending
Episode 65: Capex to the Moon!
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Apr 29, 202440:04pending
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
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Apr 22, 202439:34pending
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
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Apr 15, 202444:25pending
Episode 62: Intel Foundry Financials and CHIPS Act Strategies
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Apr 9, 202430:06pending
Episode 61: A Holistic Analysis of Nvidia
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Apr 3, 202449:07pending
Episode 60: Takeaways, observations, and insights from Nvidia GTC
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Mar 25, 202445:19pending
Episode 59: Discussing All Things AI Accelerators With Austin Lyons
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Mar 18, 202449:56pending
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
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Mar 13, 202443:38pending
Episode 57: MWC 2024 Observations and Insights
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Mar 5, 202444:43pending
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
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Feb 26, 202449:52pending
Episode 55: Intel IFS Economics and Last Fabs Standing
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Feb 19, 202440:34pending
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
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Feb 12, 202438:22pending
Episode 52: AI and Outsized Expectations
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Feb 4, 202441:31pending
Episode 51: Intel Earnings and Foundry Trends
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Jan 29, 202437:16pending
Episode 50: TSMC Earnings Set Stage for 2024
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Jan 22, 202437:36pending
Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
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Jan 16, 202440:15pending
Episode 48: Semiconductor Industry Wish Lists for 2024
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Jan 8, 202439:59pending
Episode 47: Event Season Insights (Marvell, AMD, Intel)
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Dec 18, 202342:09pending
Episode 46: A Discussion with Arm CEO Rene Haas
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Dec 11, 202336:34pending
Episode 45: The Japanese Semiconductor Industry
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Dec 5, 202339:28pending
Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
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Nov 29, 202333:29pending
Episode 43: The Custom Silicon Trend Continues
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Nov 20, 202338:40pending
Episode 42: Analyzing Arm's First Q Earnings as a Public Company
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Nov 13, 202338:24pending
Episode 41: B2B The Story of Qualcomm
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Nov 6, 202332:56pending
Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
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Oct 31, 202343:55pending
Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Compe...
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Oct 23, 202341:59pending
Episode 38: The Future of Transistor Design and Advanced Packaging
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Oct 16, 202333:09pending
Episode 37: Updated Thoughts on Entity Lists
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Oct 9, 202329:24pending
Episode 36: The Wide World of Memory
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Oct 2, 202337:03pending
Episode 35: The State of Intel via Their Innovation Summit
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Sep 25, 202334:32pending
Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, Ch...
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Sep 18, 202340:35pending
Episode 33: The Land of IoT with Guest Stacey Higginbotham
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Sep 10, 202333:21pending