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 14: The Wide World of Sensors
Ben Bajarin and Jay Goldberg discuss the world of sensors and the silicon that powers them. While it may not be the most attractive market, the continued shift from analog to digital requires a world…
Episode 13: How Semiconductors Will Shape The Automotive Industry
Ben Bajarin and Jay Goldberg discuss the many ways the semiconductor industry will shape the automotive industry. They also discuss some of the challenges and opportunities for both semi conductor co…
Episode 12: Arm's Business Model Shift
Ben Bajarin and Jay Goldberg discuss a report that Arm is looking to shift their business model in a way that provides greater financial upside for the company. As a result, Ben and Jay explore the …
Episode 11: Nvidia's GTC News: The Moat Widens
Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO Jensen Huang articulated during his keynote. They …
Episode 10: Semiconductor Investor Mindsets
Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle t…
Episode 9: Silicon Trends and Highlights from MWC
Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress.
Episode 8: AI Infrastructure and Silicon Demands
Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon. They also discuss how Nvidia remains best posit…
Episode 7: Semiconductor Industry Power Players
Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconduct…
Episode 6: Semiconductor Industry Earnings Review
Jay Goldberg and Ben Bajarin discuss macro earnings trends from numerous semiconductor players and what the key takeaways from earnings are in semi-equipment, PC, Smartphone, and Industrial/IoT.
Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon
Ben Bajarin and Jay Goldberg discuss architecture battles and how competition among x86, Arm, and RISC-V may play out. They examine some of the major players' strategies and industries where each arc…
Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
Many countries are working hard to invest in owning more of the semiconductor industry stack. This will be easier and harder for some countries. Ben Bajarin and Jay Goldberg discuss challenges and op…
Episode 3: Moore's Law and Process vs. Packaging
Episode 2: The Business of Going Vertical
The Circuit Ep:1 - Introductions
Ben Bajarin and Jay Goldberg introduce The Circuit and discuss why a dedicated podcast about the business and industry of semiconductors is needed and relevant.