Episode 20: Apple's Silicon Strategy

In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth pro ...  Show more

In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for deeper capital pools prompted the move, while speculating if companies like MediaTek might follow suit. The hosts also explore the ...  Show more

Bonus episode! Jason and Myke interview Apple's Tim Millet and Tom Boger about the new iPad Air and Apple silicon. Afterward, it's time to fearlessly predict what will happen at Tuesday's Apple media event in the only way Upgrade knows how--via a competitive draft. 

With the M3 Max chip, Apple is finally pitching how they're going to compete in AI. Also on this episode, a preview of the AI Safety Summit in the UK. Today's Sponsors: Listen to the chart-topping podcast 'web3 with a16z crypto' wherever you get your podcasts or here:  https://l ...  Show more

In today's episode we talk about smartwatches, wireless earphones and Apple's place in all of this.

The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. (00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to. Then, (19:50), Anand Chokkavelu hosts ...  Show more