Podcast Episodes
Back to SearchEP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints
Episode 167
In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU re…
2 months, 1 week ago
EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era
Episode 166
This episode of The Circuit features Jeremy Werner, SVP and GM of Micron’s Core Data Center Business Unit, discussing the transformative impact of AI…
2 months, 2 weeks ago
EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
Episode 165
In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firs…
2 months, 3 weeks ago
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
Episode 164
In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC’s strong earnings and their strategi…
3 months ago
Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
Episode 163
Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insig…
3 months, 1 week ago
EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
Episode 162
Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory…
3 months, 2 weeks ago
EP 158: Arm 2.0, Memory Freak Out, and AI Models
Episode 161
This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and mem…
3 months, 2 weeks ago
EP: 157 GTC! OFC! Micron Earnings (margin city)
Episode 160
Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvid…
3 months, 3 weeks ago
EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
Episode 159
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, collo…
4 months ago
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Episode 158
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs coppe…
4 months, 1 week ago