Hardware Podcasts

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

The Circuit · 9 Aug 2026 · 40m · Episode 180

What this episode covers

Ben Bajarin and Jay Goldberg analyze AMD's recent earnings, noting that while the execution was solid and data center CPU demand doubled year-over-year, the market reaction was muted due to conservative guidance and high capital expenditure expectations. Ben reports from the Future of Memory Summit, highlighting the maturation of the CXL (Compute Express Link) ecosystem, driven by hyperscalers' need to reuse legacy DDR4 memory for inference workloads. The hosts also discuss the durability of long-term agreements (LTAs) in the memory supercycle, citing Sandisk's strong margins, and identify SiTime as a key beneficiary of the rack-scale AI infrastructure boom.

Most relevant to

large enterprises

Topics

Mentioned

Companies
AMD, TSMC, Intel, NVIDIA, Broadcom, Micron, Samsung, Marvell, Sandisk, SiTime, Apple, Oracle, Credo
Products
DDR4, DDR5, OmniConnect, PCIe, HBM, NAND, DRAM
Also
CXL

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