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The Circuit

Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors

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194 atal

  1. Jensen Huang Resigns: NVIDIA's Succession Crisis and the Fate of the AI Supply Chain 54:24
  2. The "Semi-Apocalypse": Market Panic, Enterprise AI, and the 2028 GPU Glut Theory 50:51
  3. What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum?? 1:25:33
  4. Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery 58:19
  5. WFE to the Moon (Still), Semicon West and OCP Insights 54:39
  6. Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack 1:00:30
  7. Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook 58:11
  8. Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch 50:51
  9. Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure 50:51
  10. EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam 30:05
  11. Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier 51:24
  12. EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes 53:19
  13. EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt 38:48
  14. EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset 56:11
  15. EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness 40:43
  16. EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch 1:04:10
  17. EP 185: AMD Advancing AI, Intel Earnings and WFE Demand 54:34
  18. Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis 59:17
  19. EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors 47:01
  20. EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback 59:17
  21. EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia 1:02:52
  22. EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis. 48:23
  23. EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways 53:17
  24. Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week 43:05
  25. EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time. 44:33
  26. EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs 58:49
  27. EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era 56:12
  28. EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints 1:01:57
  29. EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era 52:10
  30. EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity 49:10
  31. EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change 52:15
  32. Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter 43:44
  33. EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More 54:22
  34. EP 158: Arm 2.0, Memory Freak Out, and AI Models 48:54
  35. EP: 157 GTC! OFC! Micron Earnings (margin city) 58:35
  36. EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap 42:45
  37. Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News! 55:03
  38. Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week! 1:01:33
  39. Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming 58:22
  40. EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside 49:08
  41. EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More 46:05
  42. EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints 1:00:56
  43. EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter 44:22
  44. Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization 54:42
  45. Ep 148: All the Happenings from CES 2026! 58:34
  46. EP 147: Talking All Things AI with Benedict Evans 52:04
  47. EP 146: The State of AI Networking with Austin Lyons 49:41
  48. EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment 42:44
  49. EP 144: AWS Tranium, Marvell Earnings, Intel EMIB! 56:45
  50. EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW 46:54