Podcast Episodes
Back to SearchEP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
Episode 130
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings from AMD, highlighting their strong performance amidst market fluctuations …
9 months, 3 weeks ago
EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
Episode 129
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, inv…
9 months, 4 weeks ago
EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
Episode 128
The conversation explores the implications of a potential TSMC monopoly in the semiconductor industry, discussing the risks it poses to pricing, inno…
10 months ago
EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
Episode 127
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's ap…
10 months, 1 week ago
EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
Episode 126
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIP…
10 months, 2 weeks ago
Episode 124: The State of The Japanese Semiconductor Industry
Episode 125
In this conversation, Jay Goldberg and Professor John Metzler discuss the current state and future prospects of the Japanese semiconductor industry, …
11 months ago
EP 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…
11 months, 1 week 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 roadma…
11 months, 2 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 impl…
11 months, 3 weeks 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 …
11 months, 4 weeks ago