Episode 45: The Japanese Semiconductor Indust...

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets.Analog Devices (ADI) & The Data Center Wave: ADI reports a strong quarter, driv ...  Show more

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent earnings from Lumentum and Coherent, point ...  Show more

We look at Japan’s bid to compete with Silicon Valley. Japan is well known for innovations such as the walkman, bullet trains and Nintendo games, but the country hasn’t produced a killer product to really wow the world for decades. The government wants to change that by increasin ...  Show more

This year, everyone's become aware of the hollowing out of U.S. semiconductor manufacturing capacity. Whether it's the rise of TSMC, the stumbles at Intel, or the inability of car companies to acquire much-needed chips, semiconductors are becoming a major political issue. But how ...  Show more

The United States used to be a leader in semiconductor production, but its share of global output dropped from 37 percent in 1990 to just 12 percent in 2019. That helps explain why the country now faces serious supply issues. Rob and Jackie sat down with John Zysman, a professor ...  Show more

Semiconductors hit the news during the Covid-19 pandemic, as issues with supply chains led to shortages of cars and soaring prices. Since then, geopolitical tensions have impacted the industry. 90% of the world's most advanced chips are made by TSMC in Taiwan. Now, countries all ...  Show more