The Circuit
Ben Bajarin and Jay GoldbergA podcast about the business and market of semiconductors
| Publishes | Weekly | Episodes | 170 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
n this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the latest tech earnings and shifting infrastructure narratives driving the AI boom. Recorded slightly late ahead of the Computex frenzy in Taipei, the duo kicks things off ... more
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors, starting with a deep dive into Nvidia's recent earnings report . They analyze Nvidia's impressive... more
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into the rapidly shifting economics and structural changes across the semiconductor and AI industries. From the recent Cerebras IPO to the massive long-term forecast visibility i... more
In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU renaissance" driven by agentic AI. The duo explores the "ultimate constraint" currently bottlenecking t... more
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- Fantastic podcast
Love this podcast—do yourself a favor and start listening.
Apple Podcasts5336
United Statesa month 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 | #206 | United States/Technology |
Apple Podcasts | #28 |  Finland/Technology |
Apple Podcasts | #81 |  Argentina/Technology |
Apple Podcasts | #134 |  Russia/Technology |
Apple Podcasts | #155 |  Taiwan/Technology |
Apple Podcasts | #178 |  South Africa/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?
Rephonic provides a wide range of podcast stats for The Circuit. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Circuit and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
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. Sharp Tech with Ben Thompson
2. The a16z Show
3. Invest Like the Best with Patrick O'Shaughnessy
4. No Priors: Artificial Intelligence | Technology | Startups
5. The MAD Podcast with Matt Turck
How many episodes of The Circuit are there?
The Circuit launched 3 years ago and published 170 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?
Rephonic pulls ratings and reviews for The Circuit from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
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.