Podcast Episodes

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…

3 years, 2 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. 

3 years, 2 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, 3 months ago

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Episode 7: Semiconductor Industry Power Players

Episode 7

Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5…

3 years, 3 months ago

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Episode 6: Semiconductor Industry Earnings Review

Episode 6

Jay Goldberg and Ben Bajarin discuss macro earnings trends from numerous semiconductor players and what the key takeaways from earnings are in semi-e…

3 years, 3 months ago

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Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon

Episode 5

Ben Bajarin and Jay Goldberg discuss architecture battles and how competition among x86, Arm, and RISC-V may play out. They examine some of the major…

3 years, 3 months ago

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Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges

Episode 4

Many countries are working hard to invest in owning more of the semiconductor industry stack. This will be easier and harder for some countries. Ben …

3 years, 4 months ago

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Episode 3: Moore's Law and Process vs. Packaging

Episode 3

Ben Bajarin and Jay Goldberg look at the challenges a slowing/dying Moore's Law has on foundries and silicon vendors. A key part of the discussion is…

3 years, 4 months ago

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Episode 2: The Business of Going Vertical

Episode 2

Ben Bajarin and Jay Goldberg discuss the main reasons and strategies why technology companies are increasingly making their own silicon.

3 years, 5 months ago

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The Circuit Ep:1 - Introductions

Episode 1

Ben Bajarin and Jay Goldberg introduce The Circuit and discuss why a dedicated podcast about the business and industry of semiconductors is needed an…

3 years, 5 months ago

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