Rephonic
Artwork for The Circuit
NVIDIA
Intel
AMD
Semiconductors
TSMC
Apple
China
Qualcomm
Microsoft
Openai
Arm
Artificial Intelligence
Broadcom
Data Centers
Semiconductor Industry
Amazon
Google
AI Infrastructure
Mediatek
Data Center

A podcast about the business and market of semiconductors

PublishesWeeklyEpisodes164Founded3 years ago
Number of ListenersCategories
TechnologyBusiness

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Artwork for The Circuit

Latest Episodes

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 explore... more

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.

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, ... more

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... more

Key Facts

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Recent Guests

Paul Karazuba
Senior member of the Global Semiconductor Alliance
Global Semiconductor Alliance
Episode: Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
Benedict Evans
Technology analyst known for analyzing strategic shifts in technology and presenting insights.
Episode: EP 147: Talking All Things AI with Benedict Evans
Austin Lyons
Member of the team at Career Strategies and writer at ChipStrat
Career Strategies / ChipStrat
Episode: EP 146: The State of AI Networking with Austin Lyons
Michael Cunningham
Recruiter specialized in semiconductors
Lonergan Partners
Episode: EP 135: Talking Semiconductor Recruiting
Patrick McGee
Journalist and author of "Apple in China, Capture of the World's Greatest Company"
Financial Times
Episode: Episode 117: Talking Apple in China with Patrick McGee
Amir Panush
CEO of CEVA
CEVA
Episode: Episode 113: Talking DSPs with CEVA CEO Amir Panush
Michelle Johnston
CEO of Intel Products
Intel Corporation
Episode: Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
Simi Sherman
Co-founder of Chips and Wafers
Chips and Wafers
Episode: Episode 111: Talking Chips and Wafers with Chips and Wafers
Jordan Schneider
Host and founder of China Talk, a podcast about U.S.-China technology.
China Talk
Episode: Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations

Hosts

Ben Bajarin
Co-host of the show, involved in various discussions on the semiconductor market, with a strong emphasis on investment insights and technological trends.
Jay Goldberg
Co-host, often providing insightful commentary and analysis on semiconductor industry developments and trends.

Reviews

4.8 out of 5 stars from 155 ratings
  • Annoying chips noise

    Annoying to hear background noise like the sound of eating chips when trying to focus on the content.

    Apple Podcasts
    1
    Alabamian Queen80
    Irelanda year ago
  • Best semiconductor podcast

    By far the best Semi podcast out there. Whether you’re in finance looking to invest, in the industry looking to improve your market knowledge, or just a tech nerd who wants to stay on the leading edge of the semiconductor value chain: this is a great offering. Ben and Jay are both entertaining and incredibly insightful. Thanks, gents.

    Apple Podcasts
    5
    Benjamin_W
    United States2 years ago
  • Informative and Attractive

    Thank you so much for creating these podcasts. I have learned a lot about the chip industry. As learn more, I am more open to investing. If I may, you both have very handsome voices. Do you accessorize? Have you ever considered a clever hat or snappy suspenders? Both can be exhilarating! Keep up the great work!

    Apple Podcasts
    5
    Joebagofdonuts
    United States2 years ago
  • Great for us new guys

    I’ve been looking for a podcast to build my knowledge on the industry as I’m one of the newer recruits. The podcasts are easy to follow and packed with information, I would love to see more back to the basics episodes!

    Apple Podcasts
    5
    y is ever nickname taken
    United States3 years ago
  • Truly valuable and easy to digest

    Thanks for such a good podcast…not with wild takes but measured, balanced views that are followed up with simple explanations and arguments

    Apple Podcasts
    5
    C35hanssolo
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There are mixed reviews regarding the audio quality, with some finding it good while others have cited issues, particularly with background noise.
Overall sentiments are positive, highlighting the hosts' entertaining delivery and depth of knowledge on semiconductor topics.
Listeners appreciate the insightful and informative discussions that cover the semiconductor market intricacies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#192
Canada/Technology
Apple Podcasts
#130
Netherlands/Technology
Apple Podcasts
#146
Singapore/Technology
Apple Podcasts
#183
Taiwan/Technology
Apple Podcasts
#243
India/Technology

Talking Points

Recent interactions between the hosts and their guests.

EP 147: Talking All Things AI with Benedict Evans
Q: What are the differences in AI adoption across different industries?
There is significant variation, with some sectors rapidly adopting AI, while others lag behind, often due to traditional IT procurement challenges.
EP 147: Talking All Things AI with Benedict Evans
Q: Do you think we are in a bubble with AI?
Benedict notes that if we're not in a bubble now, there certainly will be one, as feelings of FOMO suggest a bubble mentality.
Episode 113: Talking DSPs with CEVA CEO Amir Panush
Q: How do you deal with larger companies like a major mobile OEM?
CEVA has experience working with top-tier companies and has maintained significant market share by providing effective technologies tailored to their needs.
Episode 113: Talking DSPs with CEVA CEO Amir Panush
Q: What is CEVA and how has its role evolved in DSP technology?
CEVA has evolved from primarily serving mobile communications to diversifying into multiple sectors like IoT and automotive while focusing on low-power DSP technologies.
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Q: How does Apple continue to push performance limits despite slowing Moore's Law?
Apple focuses on leveraging architecture, design, and technology engagently to ensure they maximize performance per power and explore every opportunity in each silicon generation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Circuit

What is The Circuit about and what kind of topics does it cover?

This podcast focuses on the semiconductor industry, discussing market trends, earnings reports, and technological advancements. It covers a wide array of topics including capital expenditures, the performance of key companies like Intel and NVIDIA, and the impact of artificial intelligence on the market. Episodes feature insights on the competitive landscape among major players, from cloud computing demands to supply chain constraints, making it a valuable resource for those interested in technology and investment opportunities within the semiconductor space. Unique discussions on economic bubbles and cyclical industry trends highlight the podcast's thorough examination of the sector's complexities.

Listeners can expect to gain in-depth kn... more

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How many subscribers and views does The Circuit have?

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Which podcasts are similar to The Circuit?

These podcasts share a similar audience with The Circuit:

1. Cheeky Pint
2. The a16z Show
3. Sharp Tech with Ben Thompson
4. No Priors: Artificial Intelligence | Technology | Startups
5. Invest Like the Best with Patrick O'Shaughnessy

How many episodes of The Circuit are there?

The Circuit launched 3 years ago and published 164 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Circuit?

Recent guests on The Circuit include:

1. Paul Karazuba
2. Benedict Evans
3. Austin Lyons
4. Michael Cunningham
5. Patrick McGee
6. Amir Panush
7. Michelle Johnston
8. Simi Sherman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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