The Circuit
A podcast about the business and market of semiconductors
- Update frequency
- every 6 days
- Average duration
- 41 minutes
- Episodes
- 134
- Years Active
- 2022 - 2025
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
Nvidia briefly became the most valuable company in the world by market cap, surpassing Apple. This milestone highlights Nvidia's dominance in the semiconductor industry and its position as a leading …
Episode 72: Apple Intelligence and Closed Loop Private Computing
Apple announced Apple intelligence, integrating AI in a very Apple way. They are focusing on on-device AI to align with their privacy philosophy. The features are only available on the most recent Ap…
Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
Computex has evolved into an important tech trade show, with a focus on gaming, GPUs, and components for gaming and PCs. The show has seen a shift towards data center components and AI servers, which…
Episode 70!!! NPUs!!!!!!!!
With Special guests, Austin Lyons and Paul Karazuba!
The conversation covers the topic of NPUs (Neural Processing Units) and delves into their architecture, performance, and relevance in the semicond…
Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Google I/O event and the introduction of new TPUs and CPUs. They also explore the ARM architecture in the data center and the potentia…
Episode 68: The Wide World of FPGAs
In this episode of The Circuit, Ben Bajarin interviews Esam Elashmawi, Chief Strategy and Marketing Officer of Lattice, about the world of Field-Programmable Gate Arrays (FPGAs). They discuss the bas…
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
In this episode of The Circuit, Ben Bajarin and Jay Goldberg interview Aart de Geus, the executive chair and co-founder of Synopsys, about the semiconductor industry and the evolution of electronic d…
Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on the sectors of data centers, PCs, mobile, automotive, and indus…
Episode 65: Capex to the Moon!
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss the skyrocketing capex by cloud hyper scalers and its implications. They explore the significant growth in capex spending by companies lik…
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
Episode Summary
The recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail inves…
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
This episode of The Circuit discusses the recent trend of companies developing their own custom CPUs and accelerators for AI workloads. Google, Amazon, and Microsoft have all announced their own cust…
Episode 62: Intel Foundry Financials and CHIPS Act Strategies
Summary
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Intel Foundry Services (IFS). They analyze the financ…
Episode 61: A Holistic Analysis of Nvidia
In this episode, Ben Bajarin and Jay Goldberg discuss the competition faced by Nvidia in the semiconductor industry. They explore various competitors, including AMD, Intel, and startups like Grok, Et…
Episode 60: Takeaways, observations, and insights from Nvidia GTC
Nvidia's recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized for their sum of the parts story. …
Episode 59: Discussing All Things AI Accelerators With Austin Lyons
In this conversation, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the semiconductor industry and the role of AI accelerators. They cover topics such as the future of Intel, the spectrum of AI…
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
In this episode, Ben Bajarin and Jay Goldberg discuss the thermal problem faced by data centers and other electronic devices. They are joined by Carl Schlachte, the CEO of Ventiva, a company that pro…
Episode 57: MWC 2024 Observations and Insights
Summary
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the infrastructure side of telecom at Mobile World Congress. They highlight the importance of the show for telecom operator…
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
Summary
This episode of The Circuit discusses the recent Intel Foundry event and Nvidia's earnings. The conversation explores Intel's focus on becoming a leading foundry and its bet on advanced packag…
Episode 55: Intel IFS Economics and Last Fabs Standing
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss the puzzle of Intel foundries and the challenges of determining their revenue. They explore historical economics data points and the exit …
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Summary
The conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. It explores the idea of negotiation and leaked stor…