Hardware Podcasts
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The Circuit in 2024

49 episodes, newest first.

  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