The Circuit

Nov 17 2024 94 ep. 40 mins 86
The Circuit Podcast artwork

A podcast about the business and market of semiconductors

  Technology  Business
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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

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

Nov 04 2024 44 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from AMD and Intel, focusing on market expectations, performance, and the challenges faced by both companies. They analyze AMD's struggle to meet high investor expectations in the AI market and Intel's ongoing turnaround efforts under CEO Pat Gelsinger, highlighting the balance between financial prude

Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit

Oct 29 2024 48 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The co

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

Oct 24 2024 44 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports from major semiconductor companies, focusing on ASML's disappointing results and TSMC's optimistic outlook. They explore the cyclical nature of the semiconductor industry, the implications of Intel and AMD's collaboration on x86 architecture, and the competitive pressures from ARM. The conversation hi

Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI

Oct 14 2024 45 mins  
In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the recent AMD AI event, focusing on the advancements in CPU architecture, the competitive landscape with NVIDIA, and the importance of vertical integration in AI systems. They explore the role of CPUs in AI workloads, the complexities of total cost of ownership for hyperscalers, and AMD's growth projections in th

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Oct 07 2024 51 mins  
In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the rapid evolution of AI technology and its implications for hardware and software. They explore the challenges faced by AI accelerators, the role of hyperscalers, and the investment landscape in AI startups. The conversation highlights the disparity between the fast-paced development of AI software and the slowe

Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!

Sep 30 2024 40 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent announcements from Meta at MetaConnect, particularly focusing on their new AR glasses concept. They compare Meta's approach to Apple's Vision Pro, exploring the implications of custom silicon, product timing, and the importance of developer ecosystems. The conversation also touches on the role of Google in the AR/VR s

Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.

Sep 23 2024 47 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios

Episode 85: OpenAI leaves AI Silicon in the Dust

Sep 16 2024 41 mins  
In this episode, Ben Bajarin and Jay Goldberg discuss the recent advancements in AI software, particularly focusing on OpenAI's new model and its implications for silicon architecture. They explore the challenges of inference costs, the need for silicon innovation, and the competitive landscape involving Nvidia and Google. The conversation highlights the rapid evolution of AI techn