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

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

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EP 189: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the risks of using its balance sheet to support the ecosystem. Marvel ...  Show more

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

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

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