Podcast Episodes
Back to SearchEpisode 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, 4 months 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, 5 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, 5 months ago
Episode 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, 5 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, 6 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, 6 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, 6 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, 6 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, 7 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, 7 months ago