Podcast Episodes

Episode 17: Exploring the MediaTek Story

Episode 17

Ben Bajarin and Jay Goldberg discuss some learnings from Mediatek's analyst day and explore their overall story, narrative, and growth prospects. Can…

2 years, 10 months ago

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Episode 16: Is the Semiconductor Growth Cycle Over?

Episode 16

Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dy…

2 years, 10 months ago

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Episode 15: Growth Drivers for Semiconductors in the Datacenter

Episode 15

In this episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the semiconductors' growth opportunities and market breakdowns in the data cente…

2 years, 10 months ago

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Episode 14: The Wide World of Sensors

Episode 14

Ben Bajarin and Jay Goldberg discuss the world of sensors and the silicon that powers them. While it may not be the most attractive market, the conti…

2 years, 10 months ago

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Episode 13: How Semiconductors Will Shape The Automotive Industry

Episode 13

Ben Bajarin and Jay Goldberg discuss the many ways the semiconductor industry will shape the automotive industry. They also discuss some of the chall…

2 years, 11 months ago

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Episode 12: Arm's Business Model Shift

Episode 12

Ben Bajarin and Jay Goldberg discuss a report that Arm is looking to shift their business model in a way that provides greater financial upside for t…

2 years, 11 months ago

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Episode 11: Nvidia's GTC News: The Moat Widens

Episode 11

Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO …

2 years, 11 months ago

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Episode 10: Semiconductor Investor Mindsets

Episode 10

Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why c…

2 years, 11 months ago

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Episode 9: Silicon Trends and Highlights from MWC

Episode 9

Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress. 

2 years, 11 months ago

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Episode 8: AI Infrastructure and Silicon Demands

Episode 8

Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon…

3 years ago

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