The Circuit

Release Date

All Episodes

EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints

This episode of The Circuit dives into the current "gold rush" of semiconductor earnings, navigating the tension between unprecedented demand and the hard physical constraints of the supply chain. Hosts Ben Bajarin and Jay Goldberg explore why the current Wafer Fab Equipment (WFE ... Show more

. 1h 0min

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

. 44min 22sec

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

. 54min 42sec

Ep 148: All the Happenings from CES 2026!

In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastructure, and the competitive landscape among major tech companies like NVIDIA, AMD, and Intel. They explore the themes of modularity ... Show more

. 58min 34sec

EP 147: Talking All Things AI with Benedict Evans

In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. They discuss the potential for an AI bubble, the importance of productization for user adoption, and the v ... Show more

. 52min 4sec