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

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

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EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting the company's strong Q4 performance but disappointing guidance due to wafer capacity constraints. They explore the challenges Intel faces in scaling its foundry operations, the mark ...  Show more

Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs a deep dive into TSMC’s recent earnings, analyzing the risks of semiconductor cyclicality, the massive CapEx requirements for the ...  Show more

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