The Circuit
Ben Bajarin and Jay Goldberg
A podcast about the business and market of semiconductors
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Episodes (184)
Episode 32: Nvidia and the AI Raging Bull
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Episode 31: The Arm F1 and Pending IPO
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Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
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Episode 29: The Myth of Semiconductor Industry Deglobization
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Episode 28: A Whole Lot of Custom Going On
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Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
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Episode 26: A Thesis on AI's Impact on Semi Segments
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Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
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Episode 24: The Arm CPU Datacenter Potential
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B2B Series: Wireless Standards
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Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
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Episode 22: Talking Apple Vision Pro
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Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V Internatio...
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Episode 20: Apple's Silicon Strategy
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Episode 19: The On-Device AI Debate
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Episode 18: Frameworks for Valuing Semiconductor Companies
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B2B Series: The Story of Broadcom
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Episode 17: Exploring the MediaTek Story
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Episode 16: Is the Semiconductor Growth Cycle Over?
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Episode 15: Growth Drivers for Semiconductors in the Datacenter
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Episode 14: The Wide World of Sensors
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Episode 13: How Semiconductors Will Shape The Automotive Industry
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Episode 12: Arm's Business Model Shift
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Episode 11: Nvidia's GTC News: The Moat Widens
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Episode 10: Semiconductor Investor Mindsets
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Episode 9: Silicon Trends and Highlights from MWC
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Episode 8: AI Infrastructure and Silicon Demands
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Episode 7: Semiconductor Industry Power Players
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Episode 6: Semiconductor Industry Earnings Review
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Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Pur...
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Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
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Episode 3: Moore's Law and Process vs. Packaging
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Episode 2: The Business of Going Vertical
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The Circuit Ep:1 - Introductions
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