Episode 20: Apple's Silicon Strategy

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

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

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.