Podcast Episodes
Back to SearchEpisode 79: Not Your Grandfathers Data Center
Episode 80
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the stock market and the semiconductor industry. They explore the factors …
1 year, 9 months ago
Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
Episode 79
This episode of The Circuit covers the recent earnings reports of semiconductor companies, including AMD, Arm, Qualcomm, and Intel. The hosts discuss…
1 year, 9 months ago
Episode 77: Asia Semis Tour
Episode 78
In this episode, Ben Bajarin and Jay Goldberg discuss their observations and insights from their recent trip to China. They cover topics such as the …
1 year, 10 months ago
Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
Episode 77
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. T…
1 year, 10 months ago
Episode 75: The AI Big $$$ Question
Episode 76
The conversation explores the question of how to monetize the massive investment in AI infrastructure and hardware. There is a mix of pessimism and o…
1 year, 10 months ago
Episode 74: Deep in the Weeds in Cryptography (not crypto)
Episode 75
In this episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Scott Best to discuss cryptography. They explore the origins of cryptograp…
1 year, 10 months ago
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
Episode 74
Nvidia briefly became the most valuable company in the world by market cap, surpassing Apple. This milestone highlights Nvidia's dominance in the sem…
1 year, 11 months ago
Episode 72: Apple Intelligence and Closed Loop Private Computing
Episode 73
Apple announced Apple intelligence, integrating AI in a very Apple way. They are focusing on on-device AI to align with their privacy philosophy. The…
1 year, 11 months ago
Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
Episode 72
Computex has evolved into an important tech trade show, with a focus on gaming, GPUs, and components for gaming and PCs. The show has seen a shift to…
1 year, 11 months ago
Episode 70!!! NPUs!!!!!!!!
Episode 71
With Special guests, Austin Lyons and Paul Karazuba!
The conversation covers the topic of NPUs (Neural Processing Units) and delves into their archit…
1 year, 11 months ago