Podcast Episodes
Back to SearchEpisode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
Episode 27
Ben Bajarin and Jay Goldberg discuss the opportunities and challenges facing the semiconductor industry growing to a trillion-dollar industry by 2030…
2 years, 7 months ago
Episode 24: The Arm CPU Datacenter Potential
Episode 26
Ben Bajarin and Jay Goldberg explore the potential for Arm CPUs in the datacenter and whether they can truly challenge x86's dominance when it comes …
2 years, 7 months ago
B2B Series: Wireless Standards
Episode 25
Jay Goldberg continues his series of Back to Basics with some history and anecdotes of wireless standards.
2 years, 8 months ago
Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
Episode 24
Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI…
2 years, 8 months ago
Episode 22: Talking Apple Vision Pro
Episode 23
Ben Bajarin and Jay Goldberg discuss Apple's latest technology product and platform in Apple Vision Pro (AVP). The look at what was learned about the…
2 years, 8 months ago
Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V International
Episode 22
Ben Bajarin and Jay Goldberg are joined by special guest Calista Redmond, CEO of RISC-V international. They discuss RISC-V and what makes it unique,…
2 years, 8 months ago
Episode 20: Apple's Silicon Strategy
Episode 21
In this episode, Ben Bajarin and Jay Goldberg discuss how Apple's approaches to designing their silicon and explore some of the fundamental reasons A…
2 years, 9 months ago
Episode 19: The On-Device AI Debate
Episode 20
In this episode, Ben Bajarin and Jay Goldberg discuss the ways AI developers can take advantage of on-device processing to help reduce costs on cloud…
2 years, 9 months ago
Episode 18: Frameworks for Valuing Semiconductor Companies
Episode 19
Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies. Many semiconductor companies, are also software companies, b…
2 years, 9 months ago
B2B Series: The Story of Broadcom
Episode 18
In this episode, we pilot a new series called Back to Basics. Sharing stories and anecdotes around key companies in the semiconductor industry.
2 years, 9 months ago