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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 3 de 8

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise) 02/03/2025

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings 24/02/2025

Episode 105: Sanity Check on Custom ASICS? 16/02/2025

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady 10/02/2025

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate! 03/02/2025

Episode 102: Deeeeeepseeeeeeek! 27/01/2025

Episode 101 Part 2: Digging into TSMC Earnings 20/01/2025

Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations 20/01/2025

Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point 14/01/2025

Episode 99: Semis Outlook for 2025 - Bullishness Remains 05/01/2025

Episode 98: 2024 Semi Recap and Outlook Into 2025 21/12/2024

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!! 13/12/2024

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value 06/12/2024

Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over) 25/11/2024

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger 17/11/2024

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview 11/11/2024

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud 04/11/2024

Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit 29/10/2024

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending 24/10/2024

Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI 14/10/2024

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