Rephonic
Artwork for The Circuit
Semiconductors
ARM
NVIDIA
Japanese Semiconductor Industry
TSMC
AMD
Microsoft
Data Center
Intel
Intel Foundry
Semiconductor Industry
Qualcomm
Mediatek
Openai
Artificial Intelligence
Custom Silicon
Sam Altman
Iot
Electric Vehicles
Us-Japan Trade Policies

A podcast about the business and market of semiconductors

PublishesWeeklyEpisodes140Founded3 years ago
Number of ListenersCategories
BusinessTechnology

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Artwork for The Circuit

Latest Episodes

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

Key Facts

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Recent Guests

Michael Cunningham
Recruiter specialized in semiconductors
Lonergan Partners
Episode: EP 135: Talking Semiconductor Recruiting
Patrick McGee
Journalist and author of "Apple in China, Capture of the World's Greatest Company"
Financial Times
Episode: Episode 117: Talking Apple in China with Patrick McGee
Amir Panush
CEO of CEVA
CEVA
Episode: Episode 113: Talking DSPs with CEVA CEO Amir Panush
Michelle Johnston
CEO of Intel Products
Intel Corporation
Episode: Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
Simi Sherman
Co-founder of Chips and Wafers
Chips and Wafers
Episode: Episode 111: Talking Chips and Wafers with Chips and Wafers
Jordan Schneider
Host and founder of China Talk, a podcast about U.S.-China technology.
China Talk
Episode: Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations
Forrest Norrod
Executive Vice President of Datacenter Solutions at AMD
AMD
Episode: Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
Scott Best
Senior Technical Director at Rambus Security Products Group
Rambus
Episode: Episode 74: Deep in the Weeds in Cryptography (not crypto)
Austin Lyons
Product Manager at Blue River Technology and analyst at ChipStrat
Blue River Technology
Episode: Episode 59: Discussing All Things AI Accelerators With Austin Lyons

Hosts

Ben Bajarin
Co-host
Jay Goldberg
Co-host

Reviews

4.8 out of 5 stars from 141 ratings
  • Annoying chips noise

    Annoying to hear background noise like the sound of eating chips when trying to focus on the content.

    Apple Podcasts
    1
    Alabamian Queen80
    Ireland10 months 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 Podcasts
    5
    Benjamin_W
    United Statesa year 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 Podcasts
    5
    Joebagofdonuts
    United States2 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 Podcasts
    5
    y is ever nickname taken
    United States2 years ago
  • Truly valuable and easy to digest

    Thanks for such a good podcast…not with wild takes but measured, balanced views that are followed up with simple explanations and arguments

    Apple Podcasts
    5
    C35hanssolo
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The hosts are recognized for their entertaining and knowledgeable discussions, making complex topics accessible and engaging.
Listeners appreciate the insightful analyses of the semiconductor market, particularly in understanding the implications of recent technological developments and corporate strategies.
Some feedback highlights issues with audio quality, particularly from Jay, suggesting a need for improved sound quality in episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#153
Germany/Technology
Apple Podcasts
#83
Switzerland/Technology
Apple Podcasts
#89
South Korea/Technology
Apple Podcasts
#225
Singapore/Technology
Apple Podcasts
#226
India/Technology

Talking Points

Recent interactions between the hosts and their guests.

Episode 113: Talking DSPs with CEVA CEO Amir Panush
Q: How do you deal with larger companies like a major mobile OEM?
CEVA has experience working with top-tier companies and has maintained significant market share by providing effective technologies tailored to their needs.
Episode 113: Talking DSPs with CEVA CEO Amir Panush
Q: What is CEVA and how has its role evolved in DSP technology?
CEVA has evolved from primarily serving mobile communications to diversifying into multiple sectors like IoT and automotive while focusing on low-power DSP technologies.
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Q: How does Apple continue to push performance limits despite slowing Moore's Law?
Apple focuses on leveraging architecture, design, and technology engagently to ensure they maximize performance per power and explore every opportunity in each silicon generation.
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Q: What is the significance of performance per watt for Apple?
It enables Apple to design innovative product forms that deliver exceptional performance while maintaining efficiency, allowing for thinner, lighter devices without sacrificing battery life.
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
Q: What does Ventiva do? Where does Ventiva fit into this?
Ventiva provides a unique air movement solution using electrohydrodynamic flow technology to replace traditional fans, allowing for completely silent and efficient cooling in electronic devices.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Circuit

What is The Circuit about and what kind of topics does it cover?

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.

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. BG2Pod with Brad Gerstner and Bill Gurley
3. Dwarkesh Podcast
4. ChinaTalk
5. No Priors: Artificial Intelligence | Technology | Startups

How many episodes of The Circuit are there?

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.

How do I contact The Circuit?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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.

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Rephonic provides full transcripts for episodes of The Circuit. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Circuit?

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

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.

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