The Circuit

Release Date

All Episodes

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

. 38min 48sec

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

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

. 56min 11sec

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest earnings, discussing why the street had a mixed reaction to a quarter that demonstrated solid, reliable exec ... Show more

. 40min 43sec

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updates into key themes around mobile markets and AI infrastructure. They analyze softness in mobile demand alongsi ... Show more

. 1h 4min

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advancing AI Day where they discuss CEO Lisa Su’s performance, the technical details of the Helios rack-scale architecture, and AMD's st ... Show more

. 54min 34sec