Hardware Podcasts
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The Circuit in 2023

47 episodes, newest first.

  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