The Circuit

The Circuit

Ben Bajarin and Jay GoldbergBen Bajarin and Jay Goldberg
Release Date

All Episodes

WFE to the Moon (Still), Semicon West and OCP Insights

In this action-packed episode of The Circuit, Ben Bajarin and Jay Goldberg recap a hectic week in Silicon Valley, spanning Semicon West in San Francisco, the Open Compute Project (OCP) Summit in San Jose, and major analyst events. The hosts examine the evolving semicap and wafer ...  Show more

 . 54min 39sec
Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack

In this episode of The Circuit, Ben Bajarin and Jay Goldberg kick off a packed conference week (Semicon West, Applied Materials' EPIC Center launch, and the sold-out OCP Summit) before diving into Marvell's upbeat Analyst Day in New York. They examine how Marvell has shifted its ...  Show more

 . 1h 0min
Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook

In this episode of The Circuit, Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings, they kick off with a deep-dive debate on whether the memory market has permanently raised its floor to ...  Show more

 . 58min 11sec
Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch

In this episode of The Circuit, Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute infrastructure. The hosts begin by analyzing the aggressive capacity expansions and yield improvements of Chines ...  Show more

 . 50min 51sec