Podcast Episodes
Back to SearchEpisode 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, 7 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, 7 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, 7 months ago
Episode 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, 8 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, 8 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, 8 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, 8 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, 9 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, 9 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, 9 months ago