The Circuit

Latest Episodes:

Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion Jul 16, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the opportunities and challenges facing the semiconductor industry growing to a trillion-dollar industry by 2030, as some predict. They explore foundry opportunities and challenges, chiplets, and the role of scarce resources like material and energy.

Episode 24: The Arm CPU Datacenter Potential Jul 09, 2023

Show notes

Ben Bajarin and Jay Goldberg explore the potential for Arm CPUs in the datacenter and whether they can truly challenge x86's dominance when it comes to datacenter CPU workloads.

B2B Series: Wireless Standards Jun 25, 2023

Show notes

Jay Goldberg continues his series of Back to Basics with some history and anecdotes of wireless standards.

Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI Jun 18, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI and Datacenter day they attended.

Episode 22: Talking Apple Vision Pro Jun 08, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss Apple's latest technology product and platform in Apple Vision Pro (AVP). The look at what was learned about the underlying technology, Ben's experience having a demo, and where the competitive implications for others.

Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V International Jun 04, 2023

Show notes

Ben Bajarin and Jay Goldberg are joined by special guest Calista Redmond, CEO of RISC-V international. They discuss RISC-V and what makes it unique, as well as emerging applications for RISC-V and how this new platform opens up new opportunities in silicon innovation.

Episode 20: Apple's Silicon Strategy May 29, 2023

Show notes

In this episode, Ben Bajarin and Jay Goldberg discuss how Apple's approaches to designing their silicon and explore some of the fundamental reasons Apple silicon is such a significant competitive advantage for Apple.

Episode 19: The On-Device AI Debate May 22, 2023

Show notes

In this episode, Ben Bajarin and Jay Goldberg discuss the ways AI developers can take advantage of on-device processing to help reduce costs on cloud AI, improve accuracy, safety, and privacy.

Episode 18: Frameworks for Valuing Semiconductor Companies May 14, 2023

Show notes

Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies. Many semiconductor companies, are also software companies, but should that count in an analysis of their moat or value differentiation?

B2B Series: The Story of Broadcom May 08, 2023

Show notes

In this episode, we pilot a new series called Back to Basics. Sharing stories and anecdotes around key companies in the semiconductor industry.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected