The Circuit

Mar 02 2025 108 ep. 40 mins 87
The Circuit Podcast artwork

A podcast about the business and market of semiconductors

  Technology  Business
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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

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