The Circuit

Release Date

All Episodes

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC’s strong earnings and their strategic decision to ramp up CapEx and N3 production specifically to meet massive AI demand. The duo explores the industry-wide compute de ... Show more

. 52min 15sec

Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insights into market dynamics, strategic moves by Intel, and the future of AI hardware and software.

. 43min 44sec

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. They analyze market dynamics, technological advancements, an ... Show more

. 54min 22sec

EP 158: Arm 2.0, Memory Freak Out, and AI Models

This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CPU launches, market positioning, and the future of AI models ... Show more

. 48min 54sec

EP: 157 GTC! OFC! Micron Earnings (margin city)

Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/o ... Show more

. 58min 35sec