In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership ...
Jul 21, 2025•45 min•Ep. 127
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor industry. They also delve into Intel's challenges with its manufacturing processes and the shifting landscape of AI, highlighting the potential for both growth and caution in the current market dynamics.
Jul 14, 2025•39 min•Ep. 126
In this conversation, Jay Goldberg and Professor John Metzler discuss the current state and future prospects of the Japanese semiconductor industry, focusing on key players like TSMC and Rapidus. They explore insights from Metzler's recent trips to Japan, the challenges of talent acquisition, and the broader implications for global semiconductor competition. The discussion highlights the unique approaches being taken in Japan, including the integration of AI and photonics, and the importance of ...
Jul 01, 2025•44 min•Ep. 125
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing...
Jun 23, 2025•41 min•Ep. 124
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its operating system and the implications for developers, as well as AMD's performance and its competitive stance against Nvidia. The conversation also highlights the importance of networking in AI infrastructure and the evolving business models in the AI space.
Jun 16, 2025•38 min•Ep. 123
In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the growth of the semiconductor segment, the challenges in ASIC development, and the innovations in networking with the introduction of Tomahawk 6. The conversation also highlights the increasing importance of storage solutions in AI applications and anticipates upcoming events in the tech world....
Jun 09, 2025•31 min•Ep. 122
In this conversation, Jay Goldberg and Austin Lyons discuss Nvidia's recent earnings report, the future of AI and inference, and the dynamics of the AI market, including the impact of China on Nvidia's revenue. They explore the differences between consumer and enterprise workloads, the role of financing in AI server sales, and the challenges of realizing ROI from AI investments. The discussion also touches on real-world applications of AI in business and the future of AI integration in consumer ...
Jun 02, 2025•43 min•Ep. 121
In this episode, Ben Bajarin and Jay Goldberg discuss the major highlights from Computex, including the dominance of AI, NVIDIA's strategic positioning, and the implications of geopolitical factors on the tech industry. They also delve into Google's recent innovations at I/O, the challenges of monetizing AI, and the evolving landscape of consumer AI experiences. The conversation wraps up with insights on edge computing and the competitive dynamics in China's AI market.
May 27, 2025•37 min•Ep. 120
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications of recent tariff discussions, the impact on supply chains, and the ongoing investment in AI infrastructure, particularly in Saudi Arabia. The conversation also highlights the evolution of AI factories and the need for localized infrastructure to meet national security and data sovereignty concerns....
May 19, 2025•33 min•Ep. 119
In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's investments and manufacturing strategies have significantly influenced China's technological landscape, as well as the cultural impact of Apple products in China. Patrick shares insights from his book, detailing the evolution of Apple's supply chain and the pivotal role of Foxconn in Apple's success. In this...
May 12, 2025•47 min•Ep. 118
In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's diversification strategy in the IoT and automotive sectors. The conversation highlights the challenges and opportunities both companies face in a rapidly...
May 06, 2025•52 min•Ep. 117
In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.
Apr 28, 2025•38 min•Ep. 116
In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst economic uncertainty. They explore how companies are navigating these challenges, particularly in relation to AI demand and capital expenditures, while also considering Nvidia's position in the market. In this conversation, Ben and Jay discuss the implications of tariffs on various sectors, particularly f...
Apr 21, 2025•45 min•Ep. 115
In this conversation, Jay Goldberg interviews Amir Panoush, CEO of CEVA, discussing the evolution of the company, its role in the semiconductor industry, and the importance of digital signal processing (DSP) technology. They explore Siva's market segments, customer base, and the company's value proposition compared to competitors like ARM. The discussion also covers the integration of AI at the edge, new customer partnerships, and the emerging satellite market. Amir shares insights on management...
Apr 14, 2025•38 min•Ep. 114
In this episode, Ben Bajarin and Jay Goldberg are joined by special guest Michelle Johnston, CEO of Intel products. They discuss the new culture shift at Intel, how Intel can use this new approach to compete and innovate in AI, how to invigorate x86 and Intel Architecture, and the opportunity for both product and foundry in the chiplet era.
Apr 07, 2025•29 min•Ep. 113
In this episode, Ben Bajarin and Jay Goldberg engage with Simi Sherman and Chaim Eisenberg from Chips and Wafers to explore the intricacies of the semiconductor industry. They discuss the importance of both qualitative and quantitative analysis in understanding market trends, the challenges of data collection, and the unique insights their company provides. The conversation delves into the competitive landscape of ASICs versus GPUs, the significance of tracking various data points, and how this ...
Mar 31, 2025•55 min•Ep. 112
In this episode, Ben Bajarin and Jay Goldberg discuss the recent GTC event, highlighting its shift from graphics technology to a focus on AI and robotics. They share their emotional responses to the keynote, the crowded atmosphere, and their disillusionment with the lack of new AI demos. The conversation delves into Jensen Huang's defensive stance during the keynote, Nvidia's identity crisis, and the company's significant investments in R&D. They conclude by reflecting on the growing influen...
Mar 24, 2025•42 min•Ep. 111
In this conversation, Jay Goldberg and Austin Lyons delve into the emergence of Deep Seek, an AI lab that has gained attention for its innovative models and unique approach to AI development. They discuss the origins of Deep Seek, its self-funded nature, and the implications of its advancements in the context of geopolitical constraints. The conversation highlights the lab's offerings, including its reasoning models and mixture of experts, and explores how Deep Seek has managed to innovate despi...
Mar 16, 2025•48 min•Ep. 110
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom operators, and the evolving role of software in the industry. The conversation also touches on Qualcomm's positioning, the dynamics of network processo...
Mar 10, 2025•46 min•Ep. 109
In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI and the company's stock performance. They analyze the current state of Nvidia's business, including product segmentation, enterprise demand, and geopolitical factors affecting the market. The conversation also touches on the volatility of Nvidia's stock and the behavior of retail investors in the context of AI advancements.
Mar 02, 2025•38 min•Ep. 108
In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implications of Apple's entry into modem technology, the positioning of the iPhone 16E in the market, and the potential impact on Qualcomm. The conversation also delves into the integration of modem technology within Apple's ecosystem and the future of 5G in Apple's products. In this conversation, Jay Goldberg and Ben Bajarin discuss the strategic moves of ...
Feb 24, 2025•43 min•Ep. 107
In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implications for companies like NVIDIA and AMD. They explore the role of custom silicon in hyperscalers' strategies and the potential for GPUs to regain market share. The conversation then shifts to the often-overlooked world of analog semiconductors, highlighting their significance in various applications, including automotive and robotics. The hosts emp...
Feb 17, 2025•42 min•Ep. 106
In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualcomm's strong quarter but puzzling stock performance, AMD's ongoing struggle to establish itself in the AI market, and Arm's critical yet underappreciated role in the AI ecosystem. The conversation highlights the shifting dynamics in technology investments and the challenges companies face in meeting ...
Feb 10, 2025•44 min•Ep. 105
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, focusing on their strategies related to AI and the semiconductor industry. They analyze Microsoft's approach to AI, Meta's success in monetizing AI, Apple's challenges in the current market, and Intel's uncertain position in the semiconductor landscape. The conversation highlights the ongoing evolution of AI and its implications for these companies' futures. In this conversation, Jay Gold...
Feb 03, 2025•56 min•Ep. 104
In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI model, its implications for the AI landscape, and the future of AI infrastructure investments. They explore the efficiency of DeepSeek's training methods, the skepticism surrounding AI valuations, and the potential of ambient agents in AI development. The conversation highlights the complexities of AI technology and the uncertainty in predicting its future applications.
Jan 27, 2025•42 min•Ep. 103
In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and custom chips. The discussion also touches on Intel's relationship with TSMC, the impact of edge AI, and ongoing acquisition rumors in the semiconductor in...
Jan 20, 2025•30 min•Ep. 102
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder of China Talk, to discuss the evolving landscape of US-China technology relations, particularly focusing on semiconductor restrictions. Schneider provides insights into the recent regulations imposed by the Biden administration, the motivations behind these changes, and the potential effectiveness of these measures in slowing down China's technological advancements. The conversation also explores...
Jan 20, 2025•43 min•Ep. 101
In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the varying levels of AI integration and the prevalence of AI washing. They explore the future of robotics, emphasizing a turning point in humanoid robotics and the potential for AI to enhance these technologies. The conversation shifts to the advancements in AR/VR technologies, highlighting the impact of the Chinese ecosystem on innovation and affordability. Finally, they delve into the semiconductor i...
Jan 14, 2025•43 min•Ep. 100
In this episode, Ben Bajarin and Jay Goldberg discuss their predictions for 2025, focusing on market trends, investment strategies, and the impact of AI on various sectors. They explore the implications of the upcoming Consumer Electronics Show (CES), the potential for growth in semiconductor stocks, and the importance of software revenue in AI deployments. The conversation also touches on consumer electronics trends, the future of AR glasses, and the aerospace and military spending landscape. F...
Jan 05, 2025•43 min•Ep. 99
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semiconductor industry, the role of custom ASICs versus GPUs, and the future of cloud software in relation to hyperscalers like Microsoft and Google. The hosts...
Dec 21, 2024•37 min•Ep. 98
