Podcast Episodes
Back to SearchConversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
Episode 186
In this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy a…
4 hours ago
EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
Episode 185
In this episode of The Circuit, host Ben Bajarin sits down with Apple's product marketing and engineering leaders at Apple Park to unpack their lates…
6 days, 6 hours ago
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
Episode 184
In this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the …
2 weeks ago
EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
Episode 183
Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins.…
3 weeks ago
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
Episode 182
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog c…
4 weeks ago
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
Episode 181
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconduct…
1 month ago
EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
Episode 180
n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by …
1 month, 1 week ago
EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
Episode 179
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors,…
1 month, 2 weeks ago
EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
Episode 178
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advan…
1 month, 3 weeks ago
Ep 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…
2 months ago