Podcast Episodes
Back to SearchEpisode 45: The Japanese Semiconductor Industry
Episode 47
The conversation explores the current state of the Japanese semiconductor industry and its history of decline in the 1990s. It discusses the structur…
2 years, 2 months ago
Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
Episode 46
In this week's episode, Ben Bajarin and Jay Goldberg chatted about companies pushing the limits of what is possible with technology and breaking new …
2 years, 3 months ago
Episode 43: The Custom Silicon Trend Continues
Episode 45
Ben Bajarin and Jay Goldberg dive into the recent announcements from Microsoft around their new custom silicon chips. They also discuss MediaTek's am…
2 years, 3 months ago
Episode 42: Analyzing Arm's First Q Earnings as a Public Company
Episode 44
Ben Bajarin and Jay Goldberg analyze Arm's most recent quarterly earnings in this episode. These also happen to be Arm's first earnings report and i…
2 years, 3 months ago
Episode 41: B2B The Story of Qualcomm
Episode 43
In this episode of our short series in Back to Basics, Jay Goldberg shares the key moments in Qualcomm's story that led to the market position they h…
2 years, 3 months ago
Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
Episode 42
Ben Bajarin and Jay Goldberg discuss key news bits from Qualcomm's Snapdragon Summit, Apple's Scary Fast event where new M3 Apple Silicon was announc…
2 years, 4 months ago
Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition
Episode 41
Ben Bajarin and Jay Goldberg share what they thought were the most interesting and telling takeaways from TSMC's earnings. Why TSMC can give us insi…
2 years, 4 months ago
Episode 38: The Future of Transistor Design and Advanced Packaging
Episode 40
Ben Bajarin is joined by guest Huiming Bu from IBM Research to discuss the future of the transistor (design) and advanced packaging. They also discus…
2 years, 4 months ago
Episode 37: Updated Thoughts on Entity Lists
Episode 39
Ben Bajarin and Jay Goldberg discuss the anticipated update to the entity list facing US and China semiconductor relations. They also discuss the rel…
2 years, 4 months ago
Episode 36: The Wide World of Memory
Episode 38
Ben Bajarin and Jay Goldberg welcome guest Steven Woo, a Fellow at Rambus, to discuss the wide world of memory. The discussion covers how memory dif…
2 years, 5 months ago