The Circuit

Latest Episodes:

Episode 35: The State of Intel via Their Innovation Summit Sep 25, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the state of Intel as interpreted by what they saw and learned from Intel's Innovation Summit - Called Innovation. Topics:

- Intel's products and product roadmap competitiveness
- Read on What Public Investors took away
- Intel's Foundry Opportunity and Timing

Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions Sep 18, 2023

Show notes

In this episode, Ben Bajarin and Jay Goldberg discuss a myriad of subjects from recent news in the semi-industry. Main topics:

Apple A17 Pro
Arm IPO
Huawei Kirin 9000
China's Ambitions and the intent of sanctions

Episode 33: The Land of IoT with Guest Stacey Higginbotham Sep 10, 2023

Show notes

On this week's episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Stacey Higginbotham to discuss the land of IoT. They cover everything from market segments, use cases, the unified software dream, key companies in silicon, and more.

Episode 32: Nvidia and the AI Raging Bull Sep 04, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings, and the growth prospects for the company going forward. They discuss a number of key debates surrounding the company and if this is a bubble or a buildout technology cycle as it relates to AI and the demand on compute infrastructure.

Episode 31: The Arm F1 and Pending IPO Aug 28, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the Arm F1 takeaways, challenges, and IPO upside.

Show note links:
Register Report on Graviton Revenue

Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$ Aug 20, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A. They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.

Episode 29: The Myth of Semiconductor Industry Deglobization Aug 15, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss some of the recent political narratives from different countries around their desire to lessen dependence on certain nations. They discuss how much of this narrative dismisses the deeply intertwined global supply chain that makes up the semiconductor industry.

Episode 28: A Whole Lot of Custom Going On Aug 07, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss where and why more custom silicon is showing up in pockets of the industry. They also dive into Amazon's overall strategy with custom silicon and sometimes this strategy gets talked about and other custom efforts get no airtime.

Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings Aug 02, 2023

Show notes

Ben Bajarin and Jay Goldberg explain some of the nuanced dynamics of the semiconductor industry cyclicality. They outline the challenges in areas like data center spending, PC market doldrums, and softness in smartphones and what that may mean for 2024 if AI is a true computing inflection point.

Episode 26: A Thesis on AI's Impact on Semi Segments Jul 23, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss Jay's recent article and flesh out a thesis related to AI's impact on different segments of the semiconductor industry.

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