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The Circuit

Ben Bajarin and Jay Goldberg on the business and market of semiconductors: chip makers, memory, AI silicon and the supply chain behind them, with interviews from across the industry.

189 episodes · 139 hours · since 2022

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The Circuit is filed under electronics, hardware, supply chain & operations and interviews. Its most recent episode published on , so it is still actively publishing. Listeners have left 45 ratings on Apple Podcasts, averaging 4.8 out of 5.

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Where to begin with The Circuit: full episodes about building physical products, award winners first.

  • · 46m

    Episode 117: Talking Apple in China with Patrick McGee

    Patrick McGee, author of 'Apple in China', explains how Apple’s massive investments and 'Apple squeeze' training programs inadvertently built China’s advanced electronics manufacturing sector, enabling companies like Foxconn, Luxshare, and TSMC to dominate the industry. He details the historical shift from outsourcing to China in 1996, the strategic partnership with Foxconn, and how Apple’s supply chain expertise was transferred to competitors, ultimately strengthening China’s position in EVs and semiconductors. McGee highlights the geopolitical risks of this concentration, including the vulnerability of relying on TSMC for advanced chips and the political leverage China now holds over Apple.

    Manufacturing partners & offshoringSourcing & supply chain
    8 chapters

  • · 39m

    Episode 45: The Japanese Semiconductor Industry

    Professor John Metzler of UC Berkeley’s Haas School of Business discusses the revitalization of the Japanese semiconductor industry, highlighting key players like Tokyo Electron, Renesas, Sony, and Morata, as well as the Rapidus consortium. He explains that while the industry declined in the 1990s due to US trade friction and the rise of foundries, Japan is now leveraging its niche strengths in materials and equipment to re-emerge as a critical supply chain partner. The conversation also covers the government-facilitated Rapidus project in Hokkaido and the strategic collaboration between the US and Japan, exemplified by Minister Nishimura’s visit to UC Berkeley.

    Chips, FPGAs & semiconductorsPolicy, trade & tariffs
    6 chapters

  • · 36m

    Episode 46: A Discussion with Arm CEO Rene Haas

    Rene Haas, CEO of Arm, explains that Arm is the 'brain' powering 70% of the world's electronic devices, operating through a licensing model rather than manufacturing chips. He details a strategic shift from generic CPU designs to productized, purpose-built solutions like Neoverse for data centers and automotive subsystems, which command higher royalties and accelerate time-to-market. Haas highlights growth drivers in cloud AI, PCs, and automotive, while noting that US sanctions on China have limited impact due to Arm's non-US design origin, though RISC-V gains traction in simple IoT applications. The conversation concludes with Arm's close partnership with Intel Foundry Services and the potential for Arm to deliver verified chiplet designs.

    Microcontrollers & dev platformsChips, FPGAs & semiconductors
    5 chapters

Hear it in a few minutes

Single discussions from recent episodes, playing the show's own audio from where each begins.

Latest episodes

  • · 1h 00m

    Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack

    Ben Bajarin and Jay Goldberg analyze Marvell's recent Analyst Day, highlighting its strategic shift from Amazon ASIC share battles to a broader data center infrastructure play involving optical interconnects, switching silicon, and new AI infrastructure management silicon. They discuss the fragility of the AI semiconductor trade, noting that physical infrastructure bottlenecks, specifically the U.S. grid's ability to energize 20-30 gigawatts, pose a greater risk to chip timelines than end-user demand. Finally, they explore a strategic theory that TSMC is granting AMD extra wafer capacity to potentially throttle Intel's cash flow as Intel Foundry becomes a credible competitive threat.

    Chips, FPGAs & semiconductorsSourcing & supply chain
    7 chapters

  • · 58m

    Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook

    Hosts Ben Bajarin and Jay Goldberg analyze whether the memory market has structurally changed or remains cyclical following Micron's earnings, debating the impact of CXMT's rapid capacity expansion and the trade-offs between HBM and legacy memory. They examine HPE's strategic pivot to networking post-Juniper acquisition, questioning its unique value proposition amid security concerns driven by agentic AI. The discussion then shifts to 'Balance Sheet as a Service,' detailing Nvidia's vendor financing disclosures and Broadcom's $42 billion loan commitment to Anthropic, analyzing why fabless designers are taking on capital risk instead of foundries like TSMC. Finally, they explore 'Tokenomics,' advocating for quantifying AI unit economics to move past hype and understand the hard-dollar value of input/output tokens and hardware optimization.

    Pricing, margins & unit economicsSourcing & supply chain
    6 chapters

  • · 50m

    Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch

    Ben Bajarin and Jay Goldberg discuss the semiconductor memory market, noting that Chinese providers YMTC and CXMT are ramping capacity and improving yields, which may offer pricing relief to OEMs squeezed by data center demand. They analyze Meta's new 'Muse' AI assistant as a potential catalyst for mainstream adoption by bridging the user skill gap through proactive orchestration, while also highlighting the massive, unforeseen surge in CPU demand required to power these continuous 'agentic' workloads. Finally, they unpack Anthropic's $11 billion equity-exchange partnership with Akamai, highlighting its implications for distributed edge inference and the critical need for CPU infrastructure.

    Chips, FPGAs & semiconductorsAI & machine learning
    4 chapters

  • · 50m

    Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure

    Mark Wade, CEO of Ayar Labs, and Jesse Leiter, VP of Capital Strategy, discuss the company's strategy to solve the interconnect bottleneck in AI data centers using co-packaged optics (CPO). Wade explains the technical complexity of integrating silicon photonics into TSMC's advanced CMOS nodes and the strategic importance of partnerships with NVIDIA, AMD, and Intel. Leiter details Ayar Labs' funding journey, including a recent $650 million raise and strategic investments from major tech giants, positioning the company for an eventual IPO in a market projected to reach $30-50 billion by 2030.

    Chips, FPGAs & semiconductorsScaling production
    9 chapters

  • · 30m

    EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam

    Tom Boger, Kaiann Drance, and Sri Santhanam from Apple discuss the transition to 2-nanometer process technology across the A20 Pro and M-series chips, highlighting the shift to a dual neural engine and unified memory architecture. They explain how vertical integration allows Apple to optimize packaging, such as moving DRAM off the SoC to improve thermal management and sustained performance for AI workloads and gaming. The panel also details the implementation of the Secure Enclave and Secure Exclave to handle computationally expensive cybersecurity tasks and protect sensitive data at the silicon level.

    Microcontrollers & dev platformsAI & machine learning
    8 chapters

  • · 51m

    Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

    Ben Bajarin and Jay Goldberg discuss Broadcom's recent earnings, highlighting the shift in custom ASIC customers from Google to Anthropic and OpenAI, and the increasing complexity of modeling mixed-chip programs involving competitors like MediaTek and Marvell. They debate the semiconductor supply chain, with Bajarin predicting peak constraints in 2027 and capacity relief in 2028, while Goldberg warns that this oversupply could shift pricing power and compress margins. The hosts also analyze Nvidia's $13 billion acquisition of Hugging Face, arguing it secures Nvidia's position in AI software without locking in open models, and conclude that both open and closed frontier models will coexist, with frontier models remaining essential for enterprise cybersecurity and national security.

    Chips, FPGAs & semiconductorsSourcing & supply chain
    7 chapters

  • · 53m

    EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

    Ben Bajarin and Jay Goldberg analyze NVIDIA’s earnings, highlighting a 70% revenue growth guide driven by supply constraints and TSMC capacity, while noting margin pressure from rising memory and component costs. They discuss Marvell’s strategic focus on XPU-attached silicon and its $1.2 billion Google deal, contrasting its 60% growth with NVIDIA’s aggressive outlook. The hosts also cover the Hot Chips conference, describing an 'era of ferment' with competing inference architectures, custom HBM base dies, and workload-specific silicon from companies like Waymo and AMD.

    Chips, FPGAs & semiconductorsPricing, margins & unit economics
    9 chapters

  • · 38m

    EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

    Hosts Ben Bajarin and Jay Goldberg analyze Analog Devices' (ADI) recent earnings, highlighting a doubling of data center revenue driven by 800-volt architectures and high gross margins, while noting their conservative focus on Serviceable Addressable Market (SAM). They discuss Marvell's strategic win with Google for custom silicon periphery and optical interconnects, clarifying that this diversifies Marvell's customer base beyond Amazon without significantly impacting Broadcom's core TPU business. Finally, the hosts examine the emerging trend of 'balance sheet competition,' where chipmakers like NVIDIA and Broadcom use Special Purpose Vehicles (SPVs) and debt to fund data center capacity, a risky departure from the industry's historical low-debt model.

    Analog & power electronicsChips, FPGAs & semiconductors
    8 chapters

  • · 56m

    EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

    Hosts Ben Bajarin and Jay Goldberg analyze the optical networking sector, contrasting Lumentum's success with Coherent's struggles in transitioning to 6-inch indium phosphate wafers, while debating the adoption timelines for Near-Packaged Optics (NPO) versus Co-Packaged Optics (CPO). They discuss Cisco's resurgence driven by its Silicon One chips and a strategic partnership with Anthropic to use the Mythos model for security audits, and examine Applied Materials' strong earnings backed by Long-Term Agreements (LTAs), attributing guidance hesitation to Intel's pending capital plans. Finally, the hosts critique NVIDIA's $500 billion data center financing initiative and Jensen Huang's claim that compute is a non-obsolescent asset class, arguing that rapid hardware obsolescence makes such an investment model risky.

    Chips, FPGAs & semiconductorsSourcing & supply chain
    5 chapters

Every episode

189 episodes with a summary and chapters, by year.

202640 episodes
  1. 12 OctUnpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack1h 00m
  2. 5 OctHas the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook58m
  3. 28 SeptMemory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch50m
  4. 21 SeptConversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure50m
  5. 15 SeptEP 192Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam30m
  6. 7 SeptEp 191Agents Gone Wild: Broadcom’s ASICs and the AI Frontier51m
  7. 31 AugEP 190NVIDIA and Marvell Earnings, Hot Chips Hot Takes53m
  8. 23 AugEP 189Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt38m
  9. 17 AugEP 188The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset56m
  10. 9 AugEP 187Inside the Future of Memory Summit & AMD’s "Boring" Bullishness40m
  11. 3 AugEP 186Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch1h 04m
  12. 27 JulEP 185AMD Advancing AI, Intel Earnings and WFE Demand54m
  13. 20 JulEp 184Earnings TSMC/ASML/AEHR, State of AI Semis59m
  14. 14 JulEP 183SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors47m
  15. 6 JulEP 182AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback59m
  16. 29 JunEP 181Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia1h 02m
  17. 22 JunEP 180HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.48m
  18. 15 JunEP 179Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways53m
  19. 8 JunEp 178COMPUTEX! Broadcom Earnings, other nuggets from the Week43m
  20. 1 JunEP 176Earnings! Marvell, Synopsis, Dell and more thesis time.44m
  21. 26 MayEP 166NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs58m
  22. 18 MayEP 165Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era56m
  23. 11 MayEP 164ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints1h 01m
  24. 5 MayEP 163Breaking the Memory Wall: Micron’s Strategy for the AI Era52m
  25. 27 AprEP 162TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity49m
  26. 21 AprEP 161TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change52m
  27. 13 AprEp 160More good News for Intel, AI Model Trends, Future of Datacenter43m
  28. 6 AprEP 159MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More54m
  29. 30 MarEP 158Arm 2.0, Memory Freak Out, and AI Models48m
  30. 23 MarEP: 157 GTC! OFC! Micron Earnings (margin city)58m
  31. 16 MarEP 156Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap42m
  32. 10 MarEp 155Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!55m
  33. 2 MarEpisode 155SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!1h 01m
  34. 23 FebEpisode 154Live with GSA, the State of Semis, Key Inflection Points Coming58m
  35. 16 FebEP 153Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside49m
  36. 9 FebEP 152CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More46m
  37. 2 FebEP 151WFE Boom! Insight from the Clouds. Word of the year - constraints1h 00m
  38. 26 JanEP 150Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter44m
  39. 19 JanEp 149TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization54m
  40. 12 JanEp 148All the Happenings from CES 2026!58m
202551 episodes
  1. 29 DecEP 147Talking All Things AI with Benedict Evans52m
  2. 22 DecEP 146The State of AI Networking with Austin Lyons49m
  3. 15 DecEP 145Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment42m
  4. 9 DecEP 144AWS Tranium, Marvell Earnings, Intel EMIB!56m
  5. 24 NovEP 143NVIDIA Earnings! Google and Gemini TPUs FTW46m
  6. 18 NovEp 142AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?45m
  7. 9 NovEP 141Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality51m
  8. 3 NovEP 140NVIDIA's $300B chart, CAPEX to the MOON FOREVER!53m
  9. 27 OctEP 139Intel Earnings, Anthropic TPUs, Challenges for AWS54m
  10. 20 OctEP 138Talking GPU Depreciation, OCP Takeaways51m
  11. 13 OctEP 137OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino48m
  12. 6 OctEP 136WE DON'T HAVE THE POWER!47m
  13. 29 SeptEP 135Talking Semiconductor Recruiting42m
  14. 20 SeptEP 135INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China45m
  15. 14 SeptEP 134Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman1h 03m
  16. 8 SeptEP 133Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?43m
  17. 31 AugEP 132NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs54m
  18. 24 AugEP 132Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview47m
  19. 17 AugEP 131NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!45m
  20. 11 AugEP 130AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!50m
  21. 4 AugEP 129Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings57m
  22. 28 JulEP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly31m
  23. 21 JulEP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade45m
  24. 14 JulEP 125What's Going on with RISC-V? Update on Intel, Everything is AI!38m
  25. 1 JulEpisode 124The State of The Japanese Semiconductor Industry43m
  26. 23 JunEP 123Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.040m
  27. 16 JunEpisode 122Apple's WWDC, AMD AI Event, Semiconductors 2.037m
  28. 9 JunEpisode 121Stop Talking about SAM Please30m
  29. 2 JunEpisode 120NVIDIA Earnings, The Future of AI inference, China AI and more43m
  30. 27 MayEpisode 119Computex, Google I/O, Dell Tech World, and more37m
  31. 19 MayEpisode 118Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's32m
  32. 12 MayEpisode 117Talking Apple in China with Patrick McGee46m
  33. 6 MayEpisode 116Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis52m
  34. 28 AprEpisode 115Intel Earnings, TSMC Symposium, Tariff Updates...38m
  35. 21 AprEpisode 114More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings45m
  36. 14 AprEpisode 113Talking DSPs with CEVA CEO Amir Panush38m
  37. 7 AprEpisode 112Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston28m
  38. 31 MarEpisode 111Talking Chips and Wafers with Chips and Wafers55m
  39. 24 MarEpisode 110NVIDIA's Identity Crisis41m
  40. 16 MarEpisode 109Unpacking the Nuances of Deep Seek with Austin Lyons48m
  41. 10 MarEpisode 108MWC Observations, MRVL and AVGO Earnings, Apple's new Devices46m
  42. 2 MarEpisode 107NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)37m
  43. 24 FebEpisode 106Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings42m
  44. 17 FebEpisode 105Sanity Check on Custom ASICS?41m
  45. 10 FebEpisode 104Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady44m
  46. 3 FebEpisode 103Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!55m
  47. 27 JanEpisode 102Deeeeeepseeeeeeek!42m
  48. 20 JanEpisode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations43m
  49. 20 JanEpisode 101 Part 2: Digging into TSMC Earnings30m
  50. 14 JanEpisode 100CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point42m
  51. 5 JanEpisode 99Semis Outlook for 2025 - Bullishness Remains42m
202449 episodes
  1. 21 DecEpisode 982024 Semi Recap and Outlook Into 202536m
  2. 13 DecEpisode 97Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!51m
  3. 6 DecEpisode 96The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value46m
  4. 25 NovEpisode 95QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)40m
  5. 18 NovEpisode 94Chatting Apple Silicon with Apple's Tim Millet and Tom Boger35m
  6. 11 NovEpisode 93Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview37m
  7. 4 NovEpisode 92Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud44m
  8. 29 OctEpisode 91Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit48m
  9. 24 OctEpisode 90TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending44m
  10. 14 OctEpisode 89Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI45m
  11. 7 OctEpisode 88AI Accellerators, Startup graveyard? With Special Guest Austin Lyons51m
  12. 30 SeptEpisode 87Shrinking Silicon (Meta Orion) and Excited about Hardware Again!40m
  13. 23 SeptEpisode 86Intel's Inflection Point? Analyzing the Intel Plan.47m
  14. 16 SeptEpisode 85OpenAI leaves AI Silicon in the Dust41m
  15. 11 SeptEpisode 84Apple's Technology and AI51m
  16. 3 SeptEpisode 83The Earnings Heard Round the World (NVDA)47m
  17. 26 AugEpisode 81Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems34m
  18. 20 AugEpisode 80Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design33m
  19. 14 AugEpisode 79Not Your Grandfathers Data Center40m
  20. 2 AugEpisode 78What a Week in Semis! AMD! ARM! Qualcomm! Intel?50m
  21. 30 JulEpisode 77Asia Semis Tour38m
  22. 25 JulEpisode 76Tales of Analog Semis, TSMC Earnings and Foundry Competition38m
  23. 16 JulEpisode 75The AI Big $$$ Question41m
  24. 11 JulEpisode 74Deep in the Weeds in Cryptography (not crypto)47m
  25. 24 JunEpisode 73Nvidia's Moment, and The "Platformization" of GPUs41m
  26. 17 JunEpisode 72Apple Intelligence and Closed Loop Private Computing32m
  27. 11 JunEpisode 71Computex 2024 - Main Takeaways and Key Debates Emerging44m
  28. 2 JunEpisode 70!!! NPUs!!!!!!!!51m
  29. 28 MayEpisode 69Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings47m
  30. 22 MayEpisode 68The Wide World of FPGAs37m
  31. 13 MayEpisode 67A Conversation with Aart de Geus on EDA and the Future of Silicon Design42m
  32. 7 MayEpisode 66Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)36m
  33. 29 AprEpisode 65Capex to the Moon!40m
  34. 22 AprEpisode 64Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)39m
  35. 15 AprEpisode 63The Continued March of Custom Silicon, is it Sustainable?44m
  36. 9 AprEpisode 62Intel Foundry Financials and CHIPS Act Strategies30m
  37. 3 AprEpisode 61A Holistic Analysis of Nvidia49m
  38. 25 MarEpisode 60Takeaways, observations, and insights from Nvidia GTC45m
  39. 18 MarEpisode 59Discussing All Things AI Accelerators With Austin Lyons49m
  40. 13 MarEpisode 58Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling43m
  41. 5 MarEpisode 57MWC 2024 Observations and Insights44m
  42. 26 FebIFS Connect TakeawaysNvidia Earnings as the New Semiconductor King49m
  43. 19 FebEpisode 55Intel IFS Economics and Last Fabs Standing40m
  44. 12 FebEpisode 53Supply Chain Demand Help and Dueling Mega Cycles38m
  45. 4 FebEpisode 52AI and Outsized Expectations41m
  46. 29 JanEpisode 51Intel Earnings and Foundry Trends37m
  47. 22 JanEpisode 50TSMC Earnings Set Stage for 202437m
  48. 16 JanEpisode 49CES Semiconductor Trends, Where was AI? 2024 Outlook40m
  49. 8 JanEpisode 48Semiconductor Industry Wish Lists for 202439m
202347 episodes
  1. 18 DecEpisode 47Event Season Insights (Marvell, AMD, Intel)42m
  2. 11 DecEpisode 46A Discussion with Arm CEO Rene Haas36m
  3. 5 DecEpisode 45The Japanese Semiconductor Industry39m
  4. 29 NovEpisode 44Silicon, Tech Exploration and the Awkward Journey of Progress33m
  5. 20 NovEpisode 43The Custom Silicon Trend Continues38m
  6. 13 NovEpisode 42Analyzing Arm's First Q Earnings as a Public Company38m
  7. 6 NovEpisode 41B2B The Story of Qualcomm32m
  8. 31 OctEpisode 40Apple M3, Qualcomm X Elite, and Increased Competition for X8643m
  9. 23 OctEpisode 39TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition41m
  10. 16 OctEpisode 38The Future of Transistor Design and Advanced Packaging33m
  11. 9 OctEpisode 37Updated Thoughts on Entity Lists29m
  12. 2 OctEpisode 36The Wide World of Memory37m
  13. 25 SeptEpisode 35The State of Intel via Their Innovation Summit34m
  14. 18 SeptEpisode 34A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions40m
  15. 10 SeptEpisode 33The Land of IoT with Guest Stacey Higginbotham33m
  16. 5 SeptEpisode 32Nvidia and the AI Raging Bull45m
  17. 28 AugEpisode 31The Arm F1 and Pending IPO42m
  18. 21 AugEpisode 30Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$34m
  19. 15 AugEpisode 29The Myth of Semiconductor Industry Deglobization28m
  20. 7 AugEpisode 28A Whole Lot of Custom Going On40m
  21. 3 AugEpisode 27Industry Cyclicality On Display in Big Semi Co. Earnings39m
  22. 23 JulEpisode 26A Thesis on AI's Impact on Semi Segments34m
  23. 17 JulEpisode 25Challenges for the Semiconductor Industry to Grow to $1 Trillion43m
  24. 9 JulEpisode 24The Arm CPU Datacenter Potential39m
  25. 26 JunB2B Series: Wireless Standards42m
  26. 19 JunEpisode 23Emerging Competitive Dynamics in Silicon Thanks AI33m
  27. 8 JunEpisode 22Talking Apple Vision Pro50m
  28. 5 JunEpisode 21A Discussion on RISC-V with Calista Redmond CEO of RISC-V International40m
  29. 29 MayEpisode 20Apple's Silicon Strategy39m
  30. 22 MayEpisode 19The On-Device AI Debate34m
  31. 15 MayEpisode 18Frameworks for Valuing Semiconductor Companies38m
  32. 8 MayB2B Series: The Story of Broadcom34m
  33. 1 MayEpisode 17Exploring the MediaTek Story41m
  34. 25 AprEpisode 16Is the Semiconductor Growth Cycle Over?41m
  35. 17 AprEpisode 15Growth Drivers for Semiconductors in the Datacenter43m
  36. 11 AprEpisode 14The Wide World of Sensors31m
  37. 3 AprEpisode 13How Semiconductors Will Shape The Automotive Industry44m
  38. 28 MarEpisode 12Arm's Business Model Shift40m
  39. 22 MarEpisode 11Nvidia's GTC News: The Moat Widens35m
  40. 13 MarEpisode 10Semiconductor Investor Mindsets39m
  41. 6 MarEpisode 9Silicon Trends and Highlights from MWC40m
  42. 27 FebEpisode 8AI Infrastructure and Silicon Demands38m
  43. 21 FebEpisode 7Semiconductor Industry Power Players45m
  44. 13 FebEpisode 6Semiconductor Industry Earnings Review49m
  45. 6 FebEpisode 5x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon41m
  46. 28 JanEpisode 4Semiconductor Industry De-globalization Opportunities and Challenges43m
  47. 16 JanEpisode 3Moore's Law and Process vs. Packaging40m
20222 episodes
  1. 28 DecEpisode 2The Business of Going Vertical33m
  2. 21 DecThe Circuit Ep:1 - Introductions14m

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