EP 187: Inside the Future of Memory Summit & ...

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

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more ...

Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Sil ...  Show more

In this episode, I sit down with Richard Barnett, Chief Marketing Officer at Supplyframe, a leader in Design-to-Source Intelligence for the global electronics value chain. Richard brings decades of expertise in semiconductor supply chains and shares insights on the challenges ...

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ...  Show more