
A podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 164 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | TechnologyBusiness | |||

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
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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 | #243 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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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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
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