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The Circuit

The Circuit

Por: Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors

148 episodios disponibles

Latest episodes of the podcast The Circuit

Mostrando página 2 de 8

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly 28/07/2025

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade 21/07/2025

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI! 13/07/2025

Episode 124: The State of The Japanese Semiconductor Industry 01/07/2025

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0 23/06/2025

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0 16/06/2025

Episode 121: Stop Talking about SAM Please 09/06/2025

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more 02/06/2025

Episode 119: Computex, Google I/O, Dell Tech World, and more 27/05/2025

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's 19/05/2025

Episode 117: Talking Apple in China with Patrick McGee 12/05/2025

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis 05/05/2025

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates... 28/04/2025

Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings 21/04/2025

Episode 113: Talking DSPs with CEVA CEO Amir Panush 14/04/2025

Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston 07/04/2025

Episode 111: Talking Chips and Wafers with Chips and Wafers 30/03/2025

Episode 110: NVIDIA's Identity Crisis 24/03/2025

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons 16/03/2025

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices 10/03/2025

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