The Circuit

Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings, and the growth prospects for the company going forward.  They discuss a number of key debates surrounding the company and if this is a b…

Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A.  They also dig into foundry capacity challenges an…

Ben Bajarin and Jay Goldberg discuss some of the recent political narratives from different countries around their desire to lessen dependence on certain nations. They discuss how much of this narrat…

Ben Bajarin and Jay Goldberg discuss where and why more custom silicon is showing up in pockets of the industry.  They also dive into Amazon's overall strategy with custom silicon and sometimes this …

Ben Bajarin and Jay Goldberg explain some of the nuanced dynamics of the semiconductor industry cyclicality. They outline the challenges in areas like data center spending, PC market doldrums, and so…

Ben Bajarin and Jay Goldberg discuss Jay's recent article and flesh out a thesis related to AI's impact on different segments of the semiconductor industry. 

Ben Bajarin and Jay Goldberg discuss the opportunities and challenges facing the semiconductor industry growing to a trillion-dollar industry by 2030, as some predict.  They explore foundry opportuni…

Ben Bajarin and Jay Goldberg explore the potential for Arm CPUs in the datacenter and whether they can truly challenge x86's dominance when it comes to datacenter CPU workloads.   

Jay Goldberg continues his series of Back to Basics with some history and anecdotes of wireless standards.   

Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI and Datacenter day they attended.  

Ben Bajarin and Jay Goldberg discuss Apple's latest technology product and platform in Apple Vision Pro (AVP). The look at what was learned about the underlying technology, Ben's experience having a …

Ben Bajarin and Jay Goldberg are joined by special guest Calista Redmond, CEO of RISC-V international.  They discuss RISC-V and what makes it unique, as well as emerging applications for RISC-V and h…

In this episode, Ben Bajarin and Jay Goldberg discuss how Apple's approaches to designing their silicon and explore some of the fundamental reasons Apple silicon is such a significant competitive adv…

In this episode, Ben Bajarin and Jay Goldberg discuss the ways AI developers can take advantage of on-device processing to help reduce costs on cloud AI, improve accuracy, safety, and privacy. 

Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies.  Many semiconductor companies, are also software companies, but should that count in an analysis of their moat …

In this episode, we pilot a new series called Back to Basics. Sharing stories and anecdotes around key companies in the semiconductor industry. 

Ben Bajarin and Jay Goldberg discuss some learnings from Mediatek's analyst day and explore their overall story, narrative, and growth prospects. Can Mediatek offer a new element of competition in ne…

Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dynamics of the semiconductor industry like cyclical…