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 52: AI and Outsized Expectations
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss the outsized expectations for AI growth and the impact on stock market reactions. They explore the challenges of modeling AI growth and th…
Episode 51: Intel Earnings and Foundry Trends
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings call and the challenges the company is facing. They analyze the guidance provided by Intel and the concerns raised…
Episode 50: TSMC Earnings Set Stage for 2024
Summary
In this conversation, Ben Bajarin and Jay Goldberg discuss the latest news and trends in the semiconductor industry, with a focus on TSMC's strong earnings and growth forecast. They explore th…
Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the in…
Episode 48: Semiconductor Industry Wish Lists for 2024
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss their hopes and predictions for the semiconductor industry in 2024. They cover topics such as the need for clarity of direction in automot…
Episode 47: Event Season Insights (Marvell, AMD, Intel)
Summary
In this episode, Ben Bajarin and Jay Goldberg discuss recent semiconductor events, including Marvell's analyst day, AMD's Advancing AI event, and Intel's AI Everywhere event. They analyze the …
Episode 46: A Discussion with Arm CEO Rene Haas
Summary
In this conversation Ben Bajarin and Jay Goldberg have a discussion with Rene Haas, President of ARM, provides an overview of the company and its role as the brain that powers electronic devic…
Episode 45: The Japanese Semiconductor Industry
The conversation explores the current state of the Japanese semiconductor industry and its history of decline in the 1990s. It discusses the structure of the industry, key players, and recent develop…
Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
In this week's episode, Ben Bajarin and Jay Goldberg chatted about companies pushing the limits of what is possible with technology and breaking new ground with new products and experiences. They di…
Episode 43: The Custom Silicon Trend Continues
Ben Bajarin and Jay Goldberg dive into the recent announcements from Microsoft around their new custom silicon chips. They also discuss MediaTek's ambitions, shared from the MediaTek executive summit…
Episode 42: Analyzing Arm's First Q Earnings as a Public Company
Ben Bajarin and Jay Goldberg analyze Arm's most recent quarterly earnings in this episode. These also happen to be Arm's first earnings report and investor call as a public company. Ben and Jay disc…
Episode 41: B2B The Story of Qualcomm
In this episode of our short series in Back to Basics, Jay Goldberg shares the key moments in Qualcomm's story that led to the market position they have today.
Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
Ben Bajarin and Jay Goldberg discuss key news bits from Qualcomm's Snapdragon Summit, Apple's Scary Fast event where new M3 Apple Silicon was announced, and what it means for the market as a whole an…
Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition
Ben Bajarin and Jay Goldberg share what they thought were the most interesting and telling takeaways from TSMC's earnings. Why TSMC can give us insight into semiconductor segment recovery, and the …
Episode 38: The Future of Transistor Design and Advanced Packaging
Ben Bajarin is joined by guest Huiming Bu from IBM Research to discuss the future of the transistor (design) and advanced packaging. They also discuss some of the larger technology challenges facing …
Episode 37: Updated Thoughts on Entity Lists
Ben Bajarin and Jay Goldberg discuss the anticipated update to the entity list facing US and China semiconductor relations. They also discuss the relevance of the RISC-V being discussed as potentiall…
Episode 36: The Wide World of Memory
Ben Bajarin and Jay Goldberg welcome guest Steven Woo, a Fellow at Rambus, to discuss the wide world of memory. The discussion covers how memory differs from logic, the many types of memory and thei…
Episode 35: The State of Intel via Their Innovation Summit
Ben Bajarin and Jay Goldberg discuss the state of Intel as interpreted by what they saw and learned from Intel's Innovation Summit - Called Innovation. Topics:
- Intel's products and product roadmap …
Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions
In this episode, Ben Bajarin and Jay Goldberg discuss a myriad of subjects from recent news in the semi-industry. Main topics:
- Apple A17 Pro
- Arm IPO
- Huawei Kirin 9000
- China's Ambitions and the intent of …
Episode 33: The Land of IoT with Guest Stacey Higginbotham
On this week's episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Stacey Higginbotham to discuss the land of IoT. They cover everything from market segments, use cases, the unified so…