Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook

Episode 49: CES Semiconductor Trends, Where w...

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Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

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

EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors

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

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