The Circuit

A podcast about the business and market of semiconductors

Episodes

Total: 106

In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs i

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD,

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech co

In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI m

In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly perfo

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder

In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the va

In this episode, Ben Bajarin and Jay Goldberg discuss their predictions for 2025, focusing on market

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focus

In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger fro

In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's ear

In this enlightening conversation, Ben Bajarin hosts Apple executives Tom Boger and Tim Millet to di

In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm,

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from AMD and Intel

In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting t

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports from major semicon

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the recent AMD AI event, focusi

In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the rapid evolution of AI techn

In this episode, Ben Bajarin and Jay Goldberg discuss the recent announcements from Meta at MetaConn