The Circuit

Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors

  1. HÁ 2 DIAS

    EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

    This episode of The Circuit features Jeremy Werner, SVP and GM of Micron’s Core Data Center Business Unit, discussing the transformative impact of AI on the memory and storage industry. Werner explains that the industry has shifted from a traditional cyclical model to a period of sustainable growth, driven by the unique demands of AI training and inference. He highlights the emergence of a "memory wall" in inference, where massive amounts of high-speed memory and storage are required to manage expanding context windows and avoid redundant recomputation. The conversation also covers Micron's efforts to innovate across the memory hierarchy—including HBM4 and ultra-high-capacity SSDs—to solve the data center's critical bottlenecks of power and physical space.

    52 min

  2. 27 DE ABR.

    EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

    In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i(referenced as 8T and 8I) and Google’s strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel’s surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company’s existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle.

    49 min

  3. 21 DE ABR.

    EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

    In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC’s strong earnings and their strategic decision to ramp up CapEx and N3 production specifically to meet massive AI demand. The duo explores the industry-wide compute deficit impacting firms like Anthropic and the potential IPO of Cerebras, while discussing the fragmenting market for custom ASICs as Google explores design partners like Marvell and MediaTek. Finally, they weigh in on the end of an era at Apple with Tim Cook stepping down; they argue his greatest legacy was preserving the company’s unique culture while handing the reins to John Ternus to lead a new hardware and AI growth cycle.

    52 min

  4. 13 DE ABR.

    Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

    Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insights into market dynamics, strategic moves by Intel, and the future of AI hardware and software.

    44 min

  5. 6 DE ABR.

    EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

    Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. They analyze market dynamics, technological advancements, and future trends shaping the industry.

    54 min

  6. 30 DE MAR.

    EP 158: Arm 2.0, Memory Freak Out, and AI Models

    This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CPU launches, market positioning, and the future of AI models like Mythos, providing insights into the industry's next phase.

    49 min

  7. 23 DE MAR.

    EP: 157 GTC! OFC! Micron Earnings (margin city)

    Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/optical trends and Micron earnings.

    59 min

  8. 16 DE MAR.

    EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

    In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, colloquially referred to as a "five-layer cake". They dissect NVIDIA’s recent push into open-source models, comparing it to Intel’s historical dominance through Linux optimizations, while questioning the true intent behind NVIDIA’s $26 billion "investment" in open-source R&D. The conversation shifts to the rapidly evolving world of "agentic orchestration," where AI agents collaborate across different models to maximize efficiency and token spend. Finally, the duo explores the broader hardware ecosystem, including Meta’s ambitious six-month silicon cadence and the supply chain "masters" who hold leverage in a world defined by compute constraints.

    43 min
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Sobre

A podcast about the business and market of semiconductors

Informações

  • Criado por
    Ben Bajarin and Jay Goldberg
  • Anos de atividade
    2022 - 2026
  • Episódios
    166
  • Classificação
    Livre
  • Copyright
    © 2026 Ben Bajarin and Jay Goldberg
  • Site do podcast
    The Circuit

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