The Circuit

Release Date

‏الحلقات

EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam

In this episode of The Circuit, host Ben Bajarin sits down with Apple's product marketing and engineering leaders at Apple Park to unpack their latest silicon and hardware announcements. The discussion explores the benefits of Apple’s vertically integrated approach, diving into t ... عرض المزيد

. 30 دقيقة و5 ثانية

Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

In this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of modeling the custom ASIC market. They debate the semiconductor supply chain bottleneck, with Ben arguing that ... عرض المزيد

. 51 دقيقة و24 ثانية

EP 190: 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 ... عرض المزيد

. 53 دقيقة و19 ثانية

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 ... عرض المزيد

. 38 دقيقة و48 ثانية

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 ... عرض المزيد

. 56 دقيقة و11 ثانية