Podcast Episodes
Back to SearchEp 184: Earnings TSMC/ASML/AEHR, State of AI Semis
Episode 177
In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market impli…
21 hours ago
EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
Episode 176
In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for …
6 days, 4 hours ago
EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback
Episode 175
In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "to…
2 weeks ago
EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia
Episode 174
This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying thei…
3 weeks ago
EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.
Episode 173
Key Topics:
AI infrastructure evolution
Server and rack engineering innovations
Analog components and power management
Semiconductor industry growth and …
4 weeks ago
EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways
Episode 172
In this episode of The Circuit, Ben and Jay dive deep into Apple's WWDC announcements, unpacking the "applied AI" strategy behind the newly indexed S…
1 month ago
Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week
Episode 171
Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed…
1 month, 1 week ago
EP 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 …
1 month, 2 weeks 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…
1 month, 3 weeks 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 months ago