The Circuit

Latest Episodes:

Episode 17: Exploring the MediaTek Story Apr 30, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss some learnings from Mediatek's analyst day and explore their overall story, narrative, and growth prospects. Can Mediatek offer a new element of competition in new markets?

Episode 16: Is the Semiconductor Growth Cycle Over? Apr 24, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dynamics of the semiconductor industry like cyclicality, pricing leverage, supply constraints, and more that play into how best to measure industry growth and supporting dynamics.

Episode 15: Growth Drivers for Semiconductors in the Datacenter Apr 17, 2023

Show notes

In this episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the semiconductors' growth opportunities and market breakdowns in the data center. The datacenter is one of the most attractive growth revenue opportunities for semiconductors, and Jay and Ben discuss why.

Link to Jay's article for relevant reading. Enterprise Electronics | Digits to Dollars

Episode 14: The Wide World of Sensors Apr 11, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the world of sensors and the silicon that powers them. While it may not be the most attractive market, the continued shift from analog to digital requires a world where sensors play critical roles in collecting and monitoring data.

Episode 13: How Semiconductors Will Shape The Automotive Industry Apr 02, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the many ways the semiconductor industry will shape the automotive industry. They also discuss some of the challenges and opportunities for both semi conductor companies and automotive companies to differentiate and compete in this extremely large market.

Episode 12: Arm's Business Model Shift Mar 27, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss a report that Arm is looking to shift their business model in a way that provides greater financial upside for the company. As a result, Ben and Jay explore the broader nuance of licensing IP as a business model and the opportunities for IP transfer and enablement going forward.

Episode 11: Nvidia's GTC News: The Moat Widens Mar 21, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO Jensen Huang articulated during his keynote. They also outline how several of the announcements represent strategic advantages to Nvidia and keep them well positioned to capitalize on the AI boom we are seeing in the market.

Episode 10: Semiconductor Investor Mindsets Mar 13, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle to land messages with a broad set of investors.

Episode 9: Silicon Trends and Highlights from MWC Mar 06, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress.

Episode 8: AI Infrastructure and Silicon Demands Feb 27, 2023

Show notes

Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon. They also discuss how Nvidia remains best positioned as AI computing demands increase.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected