The Circuit

Jan 20 2025 102 ep. 40 mins 87
The Circuit Podcast artwork

A podcast about the business and market of semiconductors

  Technology  Business
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Episode 101 Part 2: Digging into TSMC Earnings

Jan 20 2025 30 mins  
In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and custom chips. The discussion also touc

Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations

Jan 20 2025 43 mins  
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder of China Talk, to discuss the evolving landscape of US-China technology relations, particularly focusing on semiconductor restrictions. Schneider provides insights into the recent regulations imposed by the Biden administration, the motivations behind these changes, and the potentia

Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

Jan 14 2025 42 mins  
In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the varying levels of AI integration and the prevalence of AI washing. They explore the future of robotics, emphasizing a turning point in humanoid robotics and the potential for AI to enhance these technologies. The conversation shifts to the advancements in AR/VR technologies, highlighti

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Jan 05 2025 42 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss their predictions for 2025, focusing on market trends, investment strategies, and the impact of AI on various sectors. They explore the implications of the upcoming Consumer Electronics Show (CES), the potential for growth in semiconductor stocks, and the importance of software revenue in AI deployments. The conversation also to

Episode 98: 2024 Semi Recap and Outlook Into 2025

Dec 21 2024 36 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semiconductor industry, the role of custom

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Dec 13 2024 51 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure in data centers, the competitive landscape with Broadcom, and the significance of custom HBM in AI silicon. They explore how Marvell is positioning itself as a data center company and the implications of custom solutions in the evolvin

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value

Dec 06 2024 46 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's future. They explore the strategic direction Intel may take post-Gelsinger, the challenges of leadership transition, and the importance of product focus versus foundry operations. The conversation delves into the need for a growth strate

Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)

Nov 25 2024 40 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings,

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Nov 17 2024 35 mins  
In this enlightening conversation, Ben Bajarin hosts Apple executives Tom Boger and Tim Millet to discuss the significance of Apple Silicon in the company's product ecosystem. They delve into the relentless pursuit of performance per watt, the integration of hardware and software, and Apple's unique approach to AI and on-device intelligence. The discussion also covers how Apple man

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

Nov 11 2024 37 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong de