Podcast Episodes
Back to SearchEpisode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
Episode 107
In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implicat…
1 year ago
Episode 105: Sanity Check on Custom ASICS?
Episode 106
In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implic…
1 year ago
Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
Episode 105
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reaction…
1 year ago
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
Episode 104
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, focusing on their strategies related to …
1 year, 1 month ago
Episode 102: Deeeeeepseeeeeeek!
Episode 103
In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI model, its implications for the AI landscape, and …
1 year, 1 month ago
Episode 101 Part 2: Digging into TSMC Earnings
Episode 102
In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by …
1 year, 1 month ago
Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations
Episode 101
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder of China Talk, to discuss the evolving landscape…
1 year, 1 month ago
Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
Episode 100
In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the varying levels of AI integration and the prevalence…
1 year, 1 month ago
Episode 99: Semis Outlook for 2025 - Bullishness Remains
Episode 99
In this episode, Ben Bajarin and Jay Goldberg discuss their predictions for 2025, focusing on market trends, investment strategies, and the impact of…
1 year, 1 month ago
Episode 98: 2024 Semi Recap and Outlook Into 2025
Episode 98
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyz…
1 year, 2 months ago