Podcast Episodes
Back to SearchEP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
Episode 124
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip de…
Published on 2 months, 2 weeks ago
Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0
Episode 123
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its…
Published on 2 months, 3 weeks ago
Episode 121: Stop Talking about SAM Please
Episode 122
In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the gro…
Published on 3 months ago
Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
Episode 121
In this conversation, Jay Goldberg and Austin Lyons discuss Nvidia's recent earnings report, the future of AI and inference, and the dynamics of the AI market, including the impact of China on Nvidia…
Published on 3 months, 1 week ago
Episode 119: Computex, Google I/O, Dell Tech World, and more
Episode 120
In this episode, Ben Bajarin and Jay Goldberg discuss the major highlights from Computex, including the dominance of AI, NVIDIA's strategic positioning, and the implications of geopolitical factors o…
Published on 3 months, 1 week ago
Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
Episode 119
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications o…
Published on 3 months, 3 weeks ago
Episode 117: Talking Apple in China with Patrick McGee
Episode 118
In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's investme…
Published on 3 months, 4 weeks ago
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
Episode 117
In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor…
Published on 4 months ago
Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
Episode 116
In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the nee…
Published on 4 months, 1 week ago
Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
Episode 115
In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst econo…
Published on 4 months, 2 weeks ago