
A podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 140 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||

In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation. Jay Goldberg was also at OCP this week and they disucss takeaways from the networking show related to AI compute and AI datacenter... more
In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics between AMD and NVIDIA, OpenAI's ambitions to becom... more
In this episode, Ben Bajarin and Jay Goldberg delve into the evolving landscape of hyperscalers and Neo clouds, discussing their definitions, the significance of power contracts, and the shift from Bitcoin mining to AI infrastructure. They explore th... more
In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manufacturing. They explore the skills in demand, the d... more
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Annoying to hear background noise like the sound of eating chips when trying to focus on the content.
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.
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!
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!
Thanks for such a good podcast…not with wild takes but measured, balanced views that are followed up with simple explanations and arguments
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #83 | |
Apple Podcasts | #89 | |
Apple Podcasts | #225 | |
Apple Podcasts | #226 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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Focused on the evolving landscape of the semiconductor industry, this podcast presents insightful discussions about the challenges and opportunities facing major players like Nvidia, Intel, and AMD. Episodes feature detailed analyses of earnings reports, geopolitical issues affecting the market, and technological advancements that shape the future of AI and semiconductors. With hosts who are knowledgeable and engaging, the content caters to both industry professionals and tech enthusiasts, making complex topics accessible and relevant. Notably, the series emphasizes the intricacies of government involvement in tech policies and market dynamics, alongside discussions on emerging technologies and strategies from leading companies.
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The Circuit launched 3 years ago and published 140 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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Recent guests on The Circuit include:
1. Michael Cunningham
2. Patrick McGee
3. Amir Panush
4. Michelle Johnston
5. Simi Sherman
6. Jordan Schneider
7. Forrest Norrod
8. Scott Best
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