The Circuit
Ben Bajarin and Jay GoldbergA podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 174 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | TechnologyBusiness | |||
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Latest Episodes
This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying their respects to pioneering tech blogger and journalist Om Malik, who recently passed away. They then div... more
Key Topics:
AI infrastructure evolution
Server and rack engineering innovations
Analog components and power management
Semiconductor industry growth and GPU impact
Enterprise and hyperscaler strategies for differentiation
Cooling technologies and hy... more
In this episode of The Circuit, Ben and Jay dive deep into Apple's WWDC announcements, unpacking the "applied AI" strategy behind the newly indexed Siri, system-level CPU scheduling updates, and Apple's surprising embrace of Nvidia for private cloud ... more
Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing a massive transition. Computex ... more
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- Fantastic podcast
Love this podcast—do yourself a favor and start listening.
Apple Podcasts5336
United States2 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
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 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 | #200 | United States/Technology |
Apple Podcasts | #214 |  Italy/Technology |
Apple Podcasts | #55 |  Sweden/Technology |
Apple Podcasts | #81 |  Argentina/Technology |
Apple Podcasts | #101 |  Japan/Technology |
Apple Podcasts | #107 |  Mexico/Technology |
Talking Points
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Audience Metrics
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Frequently Asked Questions About The Circuit
What is The Circuit about and what kind of topics does it cover?
A tech-focused business show exploring how memory, AI compute, data-center architecture, and hyperscaler demand shape the semiconductor industry. Across recent episodes, discussions have covered IPOs, memory pricing, premium compute tokens, AI inference versus training economics, cloud strategy, and the evolving roles of CPUs, GPUs, and custom accelerators in enterprise and hyperscale environments. Notable threads include shifts in memory hierarchy, co-design with customers, packaging and interconnect innovations, and the tension between traditional scaling and new workload-driven architectures. The format tends to blend market analysis with technical context and practical implications for investors, executives, and engineers evaluating whe... 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?
To see how many followers or subscribers The Circuit has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Circuit?
These podcasts share a similar audience with The Circuit:
1. Dwarkesh Podcast
2. Sharp Tech with Ben Thompson
3. BG2Pod with Brad Gerstner and Bill Gurley
4. Odd Lots
5. Invest Like the Best with Patrick O'Shaughnessy
How many episodes of The Circuit are there?
The Circuit launched 4 years ago and published 174 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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How do I access podcast episode transcripts 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.