Podcast profile
By Ben Bajarin and Jay Goldberg
A podcast about the business and market of semiconductors
Latest episode
51 min
Topics
Chip design, fabrication, semiconductor markets, packaging, and manufacturing ecosystems.
Technology-company strategy, business models, operations, competition, and market structure.
Major technology platforms, companies, ecosystems, leadership, and competitive behavior.
Formats
Detailed technical, architectural, or research-oriented examination.
Interpretation, opinion, debate, review, and analytical discussion.
Audience level
Regularly assumes specialist knowledge and discusses implementation, architecture, protocols, code, or research in depth.
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Episodes shown — 10 of 25
In this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations.
In this episode of The Circuit, host Ben Bajarin sits down with Apple's product marketing and engineering leaders at Apple Park to unpack their latest silicon and hardware announcements.
In this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of modeling the custom ASIC market.
Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the risks of using its balance sheet to support the ecosystem.
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets.
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing.
n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit.
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updates into key themes around mobile markets and AI infrastructure.
They next unpack Intel’s strong quarterly earnings, pointing out that the company beat revenue and margin estimates while confirming customer traction for its 18A and 14A process nodes, despite mixed market reactions over its conservative CapEx approach.
In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects.