The Circuit

Mar 30 2025 112 ep. 40 mins 86
The Circuit Podcast artwork

A podcast about the business and market of semiconductors

  Technology  Business
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Episode 111: Talking Chips and Wafers with Chips and Wafers

Mar 30 2025 55 mins  
In this episode, Ben Bajarin and Jay Goldberg engage with Simi Sherman and Chaim Eisenberg from Chips and Wafers to explore the intricacies of the semiconductor industry. They discuss the importance of both qualitative and quantitative analysis in understanding market trends, the challenges of data collection, and the unique insights their company provides. The conversation delves

Episode 110: NVIDIA's Identity Crisis

Mar 24 2025 41 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent GTC event, highlighting its shift from graphics technology to a focus on AI and robotics. They share their emotional responses to the keynote, the crowded atmosphere, and their disillusionment with the lack of new AI demos. The conversation delves into Jensen Huang's defensive stance during the keynote, Nvidia's ident

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

Mar 16 2025 48 mins  
In this conversation, Jay Goldberg and Austin Lyons delve into the emergence of Deep Seek, an AI lab that has gained attention for its innovative models and unique approach to AI development. They discuss the origins of Deep Seek, its self-funded nature, and the implications of its advancements in the context of geopolitical constraints. The conversation highlights the lab's offeri

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Mar 10 2025 46 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom operators, and the evolving role of

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

Mar 02 2025 37 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI and the company's stock performance. They analyze the current state of Nvidia's business, including product segmentation, enterprise demand, and geopolitical factors affecting the market. The conversation also touches on the volatility o

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Feb 24 2025 42 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implications of Apple's entry into modem technology, the positioning of the iPhone 16E in the market, and the potential impact on Qualcomm. The conversation also delves into the integration of modem technology within Apple's ecosystem and the

Episode 105: Sanity Check on Custom ASICS?

Feb 16 2025 41 mins  
In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implications for companies like NVIDIA and AMD. They explore the role of custom silicon in hyperscalers' strategies and the potential for GPUs to regain market share. The conversation then shifts to the often-overlooked world of analog semic

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Feb 10 2025 44 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualcomm's strong quarter but puzzling stock performance, AMD's ongoing struggle to establish itself in the AI market, and Arm's critical yet underappreciated role in the AI ecosystem. The c

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Feb 03 2025 55 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, focusing on their strategies related to AI and the semiconductor industry. They analyze Microsoft's approach to AI, Meta's success in monetizing AI, Apple's challenges in the current market, and Intel's uncertain position in the semiconductor landscape. The conversation high

Episode 102: Deeeeeepseeeeeeek!

Jan 27 2025 42 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI model, its implications for the AI landscape, and the future of AI infrastructure investments. They explore the efficiency of DeepSeek's training methods, the skepticism surrounding AI valuations, and the potential of ambient agents in AI development. The conversation highlights the c