Podcast Episodes
Back to SearchEpisode 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 positioni…
1 year 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 advanceme…
1 year 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 Chi…
1 year 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 resil…
1 year 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…
1 year, 1 month 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, …
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 2 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…
1 year, 2 months ago