Podcast Episodes
Back to SearchEpisode 35: The State of Intel via Their Innovation Summit
Episode 37
Ben Bajarin and Jay Goldberg discuss the state of Intel as interpreted by what they saw and learned from Intel's Innovation Summit - Called Innovatio…
2 years, 5 months ago
Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions
Episode 36
In this episode, Ben Bajarin and Jay Goldberg discuss a myriad of subjects from recent news in the semi-industry. Main topics:
Apple A17 ProArm IPOHua…2 years, 5 months ago
Episode 33: The Land of IoT with Guest Stacey Higginbotham
Episode 35
On this week's episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Stacey Higginbotham to discuss the land of IoT. They cover everythi…
2 years, 5 months ago
Episode 32: Nvidia and the AI Raging Bull
Episode 34
Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings, and the growth prospects for the company going forward. They discuss a number of key …
2 years, 5 months ago
Episode 31: The Arm F1 and Pending IPO
Episode 33
Ben Bajarin and Jay Goldberg discuss the Arm F1 takeaways, challenges, and IPO upside.
Show note links:
Register Report on Graviton Revenue
2 years, 6 months ago
Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
Episode 32
Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A. …
2 years, 6 months ago
Episode 29: The Myth of Semiconductor Industry Deglobization
Episode 31
Ben Bajarin and Jay Goldberg discuss some of the recent political narratives from different countries around their desire to lessen dependence on cer…
2 years, 6 months ago
Episode 28: A Whole Lot of Custom Going On
Episode 30
Ben Bajarin and Jay Goldberg discuss where and why more custom silicon is showing up in pockets of the industry. They also dive into Amazon's overal…
2 years, 6 months ago
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
Episode 29
Ben Bajarin and Jay Goldberg explain some of the nuanced dynamics of the semiconductor industry cyclicality. They outline the challenges in areas lik…
2 years, 7 months ago
Episode 26: A Thesis on AI's Impact on Semi Segments
Episode 28
Ben Bajarin and Jay Goldberg discuss Jay's recent article and flesh out a thesis related to AI's impact on different segments of the semiconductor in…
2 years, 7 months ago