Podcast Episodes
Back to SearchIFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
Episode 57
Summary
This episode of The Circuit discusses the recent Intel Foundry event and Nvidia's earnings. The conversation explores Intel's focus on becomin…
2 years ago
Episode 55: Intel IFS Economics and Last Fabs Standing
Episode 56
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss the puzzle of Intel foundries and the challenges of determining their revenue. They expl…
2 years ago
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Episode 55
Summary
The conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. I…
2 years ago
Episode 52: AI and Outsized Expectations
Episode 54
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss the outsized expectations for AI growth and the impact on stock market reactions. They e…
2 years, 1 month ago
Episode 51: Intel Earnings and Foundry Trends
Episode 53
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings call and the challenges the company is facing. They analyze the …
2 years, 1 month ago
Episode 50: TSMC Earnings Set Stage for 2024
Episode 52
Summary
In this conversation, Ben Bajarin and Jay Goldberg discuss the latest news and trends in the semiconductor industry, with a focus on TSMC's st…
2 years, 1 month ago
Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
Episode 51
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evo…
2 years, 1 month ago
Episode 48: Semiconductor Industry Wish Lists for 2024
Episode 50
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss their hopes and predictions for the semiconductor industry in 2024. They cover topics su…
2 years, 1 month ago
Episode 47: Event Season Insights (Marvell, AMD, Intel)
Episode 49
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss recent semiconductor events, including Marvell's analyst day, AMD's Advancing AI event, …
2 years, 2 months ago
Episode 46: A Discussion with Arm CEO Rene Haas
Episode 48
Summary
In this conversation Ben Bajarin and Jay Goldberg have a discussion with Rene Haas, President of ARM, provides an overview of the company and …
2 years, 2 months ago