The Circuit

Latest Episodes:

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade Jul 21, 2025

Show notes

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership change and its potential impact on the industry.

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI! Jul 13, 2025

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In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor industry. They also delve into Intel's challenges with its manufacturing processes and the shifting landscape of AI, highlighting the potential for both growth and caution in the current market dynamics.

Episode 124: The State of The Japanese Semiconductor Industry Jul 01, 2025

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In this conversation, Jay Goldberg and Professor John Metzler discuss the current state and future prospects of the Japanese semiconductor industry, focusing on key players like TSMC and Rapidus. They explore insights from Metzler's recent trips to Japan, the challenges of talent acquisition, and the broader implications for global semiconductor competition. The discussion highlights the unique approaches being taken in Japan, including the integration of AI and photonics, and the importance of a sustainable business model for new ventures in the semiconductor space.

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0 Jun 23, 2025

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In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing.

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0 Jun 16, 2025

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In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its operating system and the implications for developers, as well as AMD's performance and its competitive stance against Nvidia. The conversation also highlights the importance of networking in AI infrastructure and the evolving business models in the AI space.

Episode 121: Stop Talking about SAM Please Jun 09, 2025

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In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the growth of the semiconductor segment, the challenges in ASIC development, and the innovations in networking with the introduction of Tomahawk 6. The conversation also highlights the increasing importance of storage solutions in AI applications and anticipates upcoming events in the tech world.

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more Jun 02, 2025

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In this conversation, Jay Goldberg and Austin Lyons discuss Nvidia's recent earnings report, the future of AI and inference, and the dynamics of the AI market, including the impact of China on Nvidia's revenue. They explore the differences between consumer and enterprise workloads, the role of financing in AI server sales, and the challenges of realizing ROI from AI investments. The discussion also touches on real-world applications of AI in business and the future of AI integration in consumer products.

Episode 119: Computex, Google I/O, Dell Tech World, and more May 27, 2025

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In this episode, Ben Bajarin and Jay Goldberg discuss the major highlights from Computex, including the dominance of AI, NVIDIA's strategic positioning, and the implications of geopolitical factors on the tech industry. They also delve into Google's recent innovations at I/O, the challenges of monetizing AI, and the evolving landscape of consumer AI experiences. The conversation wraps up with insights on edge computing and the competitive dynamics in China's AI market.

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's May 19, 2025

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In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications of recent tariff discussions, the impact on supply chains, and the ongoing investment in AI infrastructure, particularly in Saudi Arabia. The conversation also highlights the evolution of AI factories and the need for localized infrastructure to meet national security and data sovereignty concerns.

Episode 117: Talking Apple in China with Patrick McGee May 12, 2025

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In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's investments and manufacturing strategies have significantly influenced China's technological landscape, as well as the cultural impact of Apple products in China. Patrick shares insights from his book, detailing the evolution of Apple's supply chain and the pivotal role of Foxconn in Apple's success. In this conversation, Patrick McGee discusses the intricate relationship between Apple and its supply chain, particularly focusing on Foxconn and Chinese manufacturers. He highlights how Apple's business model has influenced the manufacturing landscape in China, the challenges of replicating this model elsewhere, and the critical role of TSMC in Apple's operations. The discussion also touches on the implications of IP transfer and the impact of Tesla in the EV industry, showcasing the broader effects of Apple's strategies on global manufacturing and economics.

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