Episode 13: How Semiconductors Will Shape The...

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

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

<span style= "font-size: 11.0pt; font-family: 'AvenirNext LT Com Regular',sans-serif; mso-bidi-font-family: Calibri;"> Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelli ...

In this episode of The David Spisak Show, David hosts Finn Ewing of Ewing Auto Group, the owner of three dealerships in the DFW market and Brendan Harrington the owner of a dealership in Fort Worth to discuss the challenges facing the auto industry in 2023. The conversation ce ...

To tackle today’s challenges, the automotive industry is currently undergoing a major shift to electrification. Data transparency across the entire supply chain and new ways of collaboration are required. In this episode, Gunter Beitinger, Head of Factory Digitalization & Head of ...  Show more

In this episode, I sit down with Richard Barnett, Chief Marketing Officer at Supplyframe, a leader in Design-to-Source Intelligence for the global electronics value chain. Richard brings decades of expertise in semiconductor supply chains and shares insights on the challenges ...