The Circuit

Latest Episodes:

Episode 45: The Japanese Semiconductor Industry Dec 05, 2023

Show notes

The conversation explores the current state of the Japanese semiconductor industry and its history of decline in the 1990s. It discusses the structure of the industry, key players, and recent developments such as the establishment of Rapidus, a consortium aimed at advancing semiconductor fabrication in Japan. The conversation also touches on the visit of Japan's Minister of Economy, Trade and Industry to UC Berkeley and the potential for collaboration between the US and Japan in the semiconductor industry. Overall, the discussion highlights the renewed interest and efforts in revitalizing the Japanese semiconductor industry.

The Japanese semiconductor industry experienced a decline in the 1990s but is now showing signs of revitalization.
Key players in the Japanese semiconductor industry include Tokyo Electron, Renesas, Sony, and Morata.
The establishment of Rapidus, a consortium for semiconductor fabrication, demonstrates Japan's commitment to advancing its semiconductor capabilities.
Collaboration between the US and Japan in the semiconductor industry is becoming increasingly important.

Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress Nov 28, 2023

Show notes

In this week's episode, Ben Bajarin and Jay Goldberg chatted about companies pushing the limits of what is possible with technology and breaking new ground with new products and experiences. They discuss the impacts this has on the semiconductor landscape and why its a necessary, even if awkward, step to progress.

Episode 43: The Custom Silicon Trend Continues Nov 20, 2023

Show notes

Ben Bajarin and Jay Goldberg dive into the recent announcements from Microsoft around their new custom silicon chips. They also discuss MediaTek's ambitions, shared from the MediaTek executive summit last week, where they are doubling down on helping people build custom silicon for the data center.

Episode 42: Analyzing Arm's First Q Earnings as a Public Company Nov 13, 2023

Show notes

Ben Bajarin and Jay Goldberg analyze Arm's most recent quarterly earnings in this episode. These also happen to be Arm's first earnings report and investor call as a public company. Ben and Jay discuss the read from the earnings and the investor call and insights learned.

Episode 41: B2B The Story of Qualcomm Nov 06, 2023

Show notes

In this episode of our short series in Back to Basics, Jay Goldberg shares the key moments in Qualcomm's story that led to the market position they have today.

Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86 Oct 31, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss key news bits from Qualcomm's Snapdragon Summit, Apple's Scary Fast event where new M3 Apple Silicon was announced, and what it means for the market as a whole and for architecture competition.

Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition Oct 23, 2023

Show notes

Ben Bajarin and Jay Goldberg share what they thought were the most interesting and telling takeaways from TSMC's earnings. Why TSMC can give us insight into semiconductor segment recovery, and the coming battle brewing with process technology competition.

Episode 38: The Future of Transistor Design and Advanced Packaging Oct 15, 2023

Show notes

Ben Bajarin is joined by guest Huiming Bu from IBM Research to discuss the future of the transistor (design) and advanced packaging. They also discuss some of the larger technology challenges facing the semiconductor industry in the years to come.

Episode 37: Updated Thoughts on Entity Lists Oct 09, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the anticipated update to the entity list facing US and China semiconductor relations. They also discuss the relevance of the RISC-V being discussed as potentially being regulated as it relates to China as well.

Episode 36: The Wide World of Memory Oct 02, 2023

Show notes

Ben Bajarin and Jay Goldberg welcome guest Steven Woo, a Fellow at Rambus, to discuss the wide world of memory. The discussion covers how memory differs from logic, the many types of memory and their purpose and function, how to gauge innovation in memory advances, and the key applications driving the need to innovate more in memory.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected