Podcast Episodes
Back to SearchEpisode 59: Discussing All Things AI Accelerators With Austin Lyons
Episode 60
In this conversation, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the semiconductor industry and the role of AI accelerators. They cover topi…
2 years, 2 months ago
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
Episode 59
In this episode, Ben Bajarin and Jay Goldberg discuss the thermal problem faced by data centers and other electronic devices. They are joined by Carl…
2 years, 2 months ago
Episode 57: MWC 2024 Observations and Insights
Episode 58
Summary
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the infrastructure side of telecom at Mobile World Congress. They highlig…
2 years, 2 months ago
IFS 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 4 months 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, 4 months 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, 4 months ago