Podcast Episodes
Back to SearchEP: 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…
1 year 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…
1 year 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, …
1 year 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…
1 year 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…
1 year, 1 month 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…
1 year, 1 month 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 …
1 year, 1 month 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 positioni…
1 year, 1 month 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, 2 months 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, 2 months ago