The Circuit
Ben Bajarin and Jay GoldbergA podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 183 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | TechnologyBusiness | |||
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Latest Episodes
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... more
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: ... more
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 fro... more
n this episode of The Circuit, Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest earnings, discussing why the street had a mixed reaction to a quarter that dem... more
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Love this podcast—do yourself a favor and start listening.
Apple Podcasts5336
United States4 months ago - Annoying chips noise
Annoying to hear background noise like the sound of eating chips when trying to focus on the content.
Apple Podcasts1Alabamian Queen80
Ireland2 years 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 Podcasts5Benjamin_WUnited 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 Podcasts5JoebagofdonutsUnited States3 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 Podcasts5y is ever nickname takenUnited States3 years ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #128 | United States/Technology |
Apple Podcasts | #106 |  Canada/Technology |
Apple Podcasts | #218 |  United Kingdom/Technology |
Apple Podcasts | #148 |  Australia/Technology |
Apple Podcasts | #161 |  France/Technology |
Apple Podcasts | #20 |  Singapore/Technology |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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Frequently Asked Questions About The Circuit
What is The Circuit about and what kind of topics does it cover?
A focused, business-forward look at the semiconductor industry, with two hosts breaking down earnings, capex trends, supply-chain bottlenecks, and the evolving architecture of AI compute. Episodes regularly compare memory, foundry, and data-center dynamics across major players, while weighing the practical implications for investors, suppliers, and enterprise buyers. A standout trait is the pragmatic, platform-agnostic analysis that ties macro market signals to concrete decisions in AI infrastructure, hardware strategy, and go-to-market tactics. The show frequently surfaces actionable takeaways on capacity planning, cost of ownership, and vendor leverage, making it useful for listeners who want a clear lens on how semiconductor economics ma... more
Where can I find podcast stats for The Circuit?
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How many listeners does The Circuit get?
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What are the audience demographics for The Circuit?
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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. SemiAnalysis Weekly
2. Invest Like the Best with Patrick O'Shaughnessy
3. Dwarkesh Podcast
4. Sharp Tech with Ben Thompson
5. Odd Lots
How many episodes of The Circuit are there?
The Circuit launched 4 years ago and published 183 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Circuit?
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Where can I see ratings and reviews for The Circuit?
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What guests have appeared on The Circuit?
Recent guests on The Circuit include:
1. Jeremy Werner
2. Paul Karazuba
3. Benedict Evans
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.