The Circuit
by Ben Bajarin and Jay Goldberg
Latest episode
What a Week! Anthropic Opens the Books, Intel Raises More Questions…
What a Week! Anthropic Opens the Books, Intel Raises More Questions…
About this podcast
A podcast about the business and market of semiconductors
Episodes
The newest 20 of 192 episodes
- What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum?? · 1 h 25 min · Episode 192Ben Bajarin and Jay Goldberg unpack a packed week for AI and semiconductors, starting with Anthropic’s S-1 and what it reveals about the cost of staying at the frontier. We…
- Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery · 58 min · Episode 191In this episode of The Circuit, Ben Bajarin and Jay Goldberg dissect a massive week in semiconductor earnings and infrastructure developments. The conversation opens with…
- WFE to the Moon (Still), Semicon West and OCP Insights · 55 min · Episode 190In this action-packed episode of The Circuit, Ben Bajarin and Jay Goldberg recap a hectic week in Silicon Valley, spanning Semicon West in San Francisco, the Open Compute Project…
- Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack · 1 h 0 min · Episode 189In this episode of The Circuit, Ben Bajarin and Jay Goldberg kick off a packed conference week (Semicon West, Applied Materials' EPIC Center launch, and the sold-out OCP Summit)…
- Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · 58 min · Episode 188In this episode of The Circuit, Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings…
- Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch · 51 min · Episode 187In this episode of The Circuit, Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute…
- Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · 51 min · Episode 186In 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. The…
- EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam · 30 min · Episode 185In 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…
- Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier · 51 min · Episode 184In 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…
- EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes · 53 min · Episode 183Ben 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…
- EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt · 39 min · Episode 182In 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…
- EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset · 56 min · Episode 181In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI…
- EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness · 41 min · Episode 180n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest…
- EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch · 1 h 4 min · Episode 179In 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…
- EP 185: AMD Advancing AI, Intel Earnings and WFE Demand · 55 min · Episode 178In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advancing AI Day where they…
- Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis · 59 min · Episode 177In 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…
- EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors · 47 min · Episode 176In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for deeper capital pools prompted…
- EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback · 59 min · Episode 175In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "tourists" and passive index…
- EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia · 1 h 2 min · Episode 174This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying their respects to pioneering tech…
- EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis. · 48 min · Episode 173Key Topics: AI infrastructure evolution Server and rack engineering innovations Analog components and power management Semiconductor industry growth and GPU impact Enterprise and…
