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The Circuit - Podcast | OndaCast

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The Circuit

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The Circuit

ByBen Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors

147 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

Episode 98: 2024 Semi Recap and Outlook Into 2025

Dec 21, 2024•—

Episode 98: 2024 Semi Recap and Outlook Into 2025

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Jan 5, 2025•—

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

Jan 14, 2025•—

Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations

Jan 20, 2025•—

Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations

Episode 101 Part 2: Digging into TSMC Earnings

Jan 20, 2025•—

Episode 101 Part 2: Digging into TSMC Earnings

Episode 102: Deeeeeepseeeeeeek!

Jan 27, 2025•—

Episode 102: Deeeeeepseeeeeeek!

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Feb 3, 2025•—

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Feb 10, 2025•—

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Episode 105: Sanity Check on Custom ASICS?

Feb 16, 2025•—

Episode 105: Sanity Check on Custom ASICS?

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Feb 24, 2025•—

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

Mar 2, 2025•—

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Mar 10, 2025•—

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

Mar 16, 2025•—

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

Episode 110: NVIDIA's Identity Crisis

Mar 24, 2025•—

Episode 110: NVIDIA's Identity Crisis

Episode 111: Talking Chips and Wafers with Chips and Wafers

Mar 31, 2025•—

Episode 111: Talking Chips and Wafers with Chips and Wafers

Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

Apr 7, 2025•—

Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

Episode 113: Talking DSPs with CEVA CEO Amir Panush

Apr 14, 2025•—

Episode 113: Talking DSPs with CEVA CEO Amir Panush

Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

Apr 21, 2025•—

Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

Apr 28, 2025•—

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

May 5, 2025•—

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

Episode 117: Talking Apple in China with Patrick McGee

May 12, 2025•—

Episode 117: Talking Apple in China with Patrick McGee

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

May 19, 2025•—

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

Episode 119: Computex, Google I/O, Dell Tech World, and more

May 27, 2025•—

Episode 119: Computex, Google I/O, Dell Tech World, and more

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

Jun 2, 2025•—

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

Episode 121: Stop Talking about SAM Please

Jun 9, 2025•—

Episode 121: Stop Talking about SAM Please

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

Jun 16, 2025•—

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

Jun 23, 2025•—

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

Episode 124: The State of The Japanese Semiconductor Industry

Jul 1, 2025•—

Episode 124: The State of The Japanese Semiconductor Industry

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

Jul 13, 2025•—

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

Jul 21, 2025•—

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

Jul 28, 2025•—

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

Aug 4, 2025•—

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

Aug 11, 2025•—

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

Aug 17, 2025•—

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

Aug 24, 2025•—

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs

Aug 31, 2025•—

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

Sep 8, 2025•—

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

Sep 14, 2025•—

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

Sep 19, 2025•—

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

EP 135: Talking Semiconductor Recruiting

Sep 29, 2025•—

EP 135: Talking Semiconductor Recruiting

EP 136: WE DON'T HAVE THE POWER!

Oct 6, 2025•—

EP 136: WE DON'T HAVE THE POWER!

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

Oct 13, 2025•—

EP 137: OpenAI + AMD, Intel Tech Touch, QCOM buys Arduino

EP 138: Talking GPU Depreciation, OCP Takeaways

Oct 20, 2025•—

EP 138: Talking GPU Depreciation, OCP Takeaways

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS

Oct 27, 2025•—

EP 139: Intel Earnings, Anthropic TPUs, Challenges for AWS

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!

Nov 3, 2025•—

EP 140: NVIDIA's $300B chart, CAPEX to the MOON FOREVER!

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

Nov 9, 2025•—

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

Nov 18, 2025•—

Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

Nov 24, 2025•—

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

Dec 8, 2025•—

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

Dec 15, 2025•—

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

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Waves Explore Library Vibes Podcasts Audiobooks