Podcast Episodes
Back to SearchEpisode 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, 9 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, 9 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, 10 months ago
Episode 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, 10 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, 10 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, 11 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, 11 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, 11 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, 11 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…
3 years ago