Podcast Episodes
Back to SearchEpisode 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 resil…
9 months, 3 weeks 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 in…
10 months 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, …
10 months, 1 week ago
Episode 113: Talking DSPs with CEVA CEO Amir Panush
Episode 114
In this conversation, Jay Goldberg interviews Amir Panoush, CEO of CEVA, discussing the evolution of the company, its role in the semiconductor indus…
10 months, 2 weeks ago
Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
Episode 113
In this episode, Ben Bajarin and Jay Goldberg are joined by special guest Michelle Johnston, CEO of Intel products. They discuss the new culture shi…
10 months, 3 weeks ago
Episode 111: Talking Chips and Wafers with Chips and Wafers
Episode 112
In this episode, Ben Bajarin and Jay Goldberg engage with Simi Sherman and Chaim Eisenberg from Chips and Wafers to explore the intricacies of the se…
11 months ago
Episode 110: NVIDIA's Identity Crisis
Episode 111
In this episode, Ben Bajarin and Jay Goldberg discuss the recent GTC event, highlighting its shift from graphics technology to a focus on AI and robo…
11 months, 1 week ago
Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
Episode 110
In this conversation, Jay Goldberg and Austin Lyons delve into the emergence of Deep Seek, an AI lab that has gained attention for its innovative mod…
11 months, 2 weeks ago
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
Episode 109
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current…
11 months, 3 weeks ago
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
Episode 108
In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI an…
1 year ago