Hardware Podcasts

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

The Circuit · 21 Apr 2026 · 52m · Episode 164

What this episode covers

Ben Bajarin and Jay Goldberg analyze TSMC's strong earnings and strategic ramp-up of N3 production to meet AI demand, while discussing the compute deficit impacting firms like Anthropic and Cerebras' S1 chip. They explore the fragmenting market for custom ASICs as Google considers design partners like Marvell and MediaTek, and weigh in on Tim Cook's departure from Apple, arguing his legacy was preserving the company's culture for John Ternus.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TSMC, Cerebras, Apple, Google, Marvell, MediaTek, Broadcom, Intel, Anthropic, OpenAI, NVIDIA, Grok
Products
S1, Blackwell, H100
Also
Tim Cook, John Ternus, Jensen Huang, Dwarkesh

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