Podcast Episodes

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…

3 years ago

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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…

3 years ago

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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. 

3 years ago

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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…

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 2 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 …

3 years, 2 months ago

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