The Circuit

Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors

Episodes · 25

EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.

Jun 22, 2026 · 48m

EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways

Jun 15, 2026 · 53m

Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week

Jun 8, 2026 · 43m

EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.

Jun 1, 2026 · 44m

EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs

May 26, 2026 · 58m

EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era

May 18, 2026 · 56m

EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints

May 11, 2026 · 1h 1m

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

May 5, 2026 · 52m

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

Apr 27, 2026 · 49m

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

Apr 21, 2026 · 52m

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

Apr 13, 2026 · 43m

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

Apr 6, 2026 · 54m

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

Mar 30, 2026 · 48m

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

Mar 23, 2026 · 58m

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

Mar 16, 2026 · 42m

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

Mar 10, 2026 · 55m

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

Mar 2, 2026 · 1h 1m

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

Feb 23, 2026 · 58m

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

Feb 16, 2026 · 49m

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

Feb 9, 2026 · 46m

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

Feb 2, 2026 · 1h 0m

EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

Jan 26, 2026 · 44m

Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

Jan 19, 2026 · 54m

Ep 148: All the Happenings from CES 2026!

Jan 12, 2026 · 58m

EP 147: Talking All Things AI with Benedict Evans

Dec 29, 2025 · 52m