Podcast Episodes
Back to SearchEpisode 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, 4 months 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, 4 months 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, 5 months ago
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
Episode 97
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure …
1 year, 5 months ago
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
Episode 96
In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's fu…
1 year, 5 months ago
Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
Episode 95
In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towar…
1 year, 6 months ago
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Episode 94
In this enlightening conversation, Ben Bajarin hosts Apple executives Tom Boger and Tim Millet to discuss the significance of Apple Silicon in the co…
1 year, 6 months ago
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
Episode 93
In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications …
1 year, 6 months ago
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
Episode 92
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from AMD and Intel, focusing on market expectations, performance, a…
1 year, 6 months ago
Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
Episode 91
In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements…
1 year, 7 months ago