The Circuit

Ben Bajarin and Jay Goldberg
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  • TECHNOLOGY
  • TWICE MONTHLY
The Circuit

A podcast about the business and market of semiconductors

  1. 1 DAY AGO

    Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)

    In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.

    40 min

  2. 18 NOV

    Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

    In this enlightening conversation, Ben Bajarin hosts Apple executives Tom Boger and Tim Millet to discuss the significance of Apple Silicon in the company's product ecosystem. They delve into the relentless pursuit of performance per watt, the integration of hardware and software, and Apple's unique approach to AI and on-device intelligence. The discussion also covers how Apple manages to push performance boundaries in a landscape where Moore's Law is slowing down, emphasizing the importance of architecture, design, and technology in their strategy.

    35 min

  3. 11 NOV

    Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

    In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.

    38 min

  4. 4 NOV

    Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

    In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from AMD and Intel, focusing on market expectations, performance, and the challenges faced by both companies. They analyze AMD's struggle to meet high investor expectations in the AI market and Intel's ongoing turnaround efforts under CEO Pat Gelsinger, highlighting the balance between financial prudence and technological leadership. The conversation also touches on the mixed reactions from the market regarding Intel's recent earnings and the implications for its future. In this conversation, Jay Goldberg and Ben Bajarin discuss Intel's recent financial strategies, particularly focusing on their gross margins and the implications of their decisions. They delve into the cultural challenges within Intel that may affect its future, and explore the dynamics of the mobile technology market, including the performance of companies like MediaTek, Corvo, and Qualcomm.

    45 min

  5. 29 OCT

    Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit

    In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The conversation provides insights into the semiconductor industry and Qualcomm's strategic positioning in the market. In this conversation, Jay Goldberg and Ben Bajarin delve into the complexities of the ongoing contract dispute between ARM and Qualcomm, exploring the broader implications for the tech industry, particularly in terms of intellectual property (IP) litigation. They discuss the necessity for collaboration between major players in the semiconductor space and examine ARM's growth potential in various markets, including data centers and automotive. The conversation also touches on insights from the recent RISC-V Summit, highlighting the current state and future prospects of RISC-V technology in the industry.

    49 min

  6. 24 OCT

    Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

    In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports from major semiconductor companies, focusing on ASML's disappointing results and TSMC's optimistic outlook. They explore the cyclical nature of the semiconductor industry, the implications of Intel and AMD's collaboration on x86 architecture, and the competitive pressures from ARM. The conversation highlights the complexities of the market and the challenges faced by these companies in navigating demand and supply dynamics. The conversation delves into the dynamics of Intel's marketing strategies, the significance of the Open Compute Platform Conference, and the emerging trend of nuclear energy in powering data centers. The speakers discuss the implications of these developments on the tech industry, particularly in relation to competition with Nvidia and the evolving landscape of energy solutions.

    45 min

  7. 14 OCT

    Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI

    In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the recent AMD AI event, focusing on the advancements in CPU architecture, the competitive landscape with NVIDIA, and the importance of vertical integration in AI systems. They explore the role of CPUs in AI workloads, the complexities of total cost of ownership for hyperscalers, and AMD's growth projections in the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the dynamics of the AI accelerator market, the performance of AMD's stock in relation to market expectations, the future of inference and compute demands in AI, and the developments in autonomous vehicles. They explore the implications of AI advancements on semiconductor demand, the challenges of scaling autonomous technology, and the evolving landscape of AI capabilities.

    46 min

  8. 7 OCT

    Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

    In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the rapid evolution of AI technology and its implications for hardware and software. They explore the challenges faced by AI accelerators, the role of hyperscalers, and the investment landscape in AI startups. The conversation highlights the disparity between the fast-paced development of AI software and the slower advancements in hardware, particularly in the context of GPUs and dedicated AI accelerators. The speakers also delve into the future of real-time training and inference, emphasizing the need for integrated systems over disaggregated ones.

    52 min
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About

A podcast about the business and market of semiconductors

Information

  • Creator
    Ben Bajarin and Jay Goldberg
  • Years Active
    2022 - 2024
  • Episodes
    95
  • Rating
    Clean
  • Copyright
    © 2024 Ben Bajarin and Jay Goldberg
  • Show Website
    The Circuit

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