Podcast Episodes
Back to SearchEP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.
Episode 170
n this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the latest tech earnings and shifting infrastructure narratives driving …
8 hours ago
EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs
Episode 169
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor secto…
6 days, 19 hours ago
EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era
Episode 168
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the rapidly shifting economics and structural changes across the semicon…
2 weeks ago
EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints
Episode 167
In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU re…
3 weeks ago
EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
Episode 166
This episode of The Circuit features Jeremy Werner, SVP and GM of Micron’s Core Data Center Business Unit, discussing the transformative impact of AI…
3 weeks, 6 days ago
EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
Episode 165
In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firs…
1 month ago
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
Episode 164
In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC’s strong earnings and their strategi…
1 month, 1 week ago
Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
Episode 163
Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insig…
1 month, 2 weeks ago
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
Episode 162
Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory…
1 month, 3 weeks ago
EP 158: Arm 2.0, Memory Freak Out, and AI Models
Episode 161
This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and mem…
2 months ago