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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 5 de 8

Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design 13/05/2024

Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial) 06/05/2024

Episode 65: Capex to the Moon! 29/04/2024

Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over) 22/04/2024

Episode 63: The Continued March of Custom Silicon, is it Sustainable? 15/04/2024

Episode 62: Intel Foundry Financials and CHIPS Act Strategies 09/04/2024

Episode 61: A Holistic Analysis of Nvidia 03/04/2024

Episode 60: Takeaways, observations, and insights from Nvidia GTC 24/03/2024

Episode 59: Discussing All Things AI Accelerators With Austin Lyons 18/03/2024

Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling 13/03/2024

Episode 57: MWC 2024 Observations and Insights 04/03/2024

IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King 26/02/2024

Episode 55: Intel IFS Economics and Last Fabs Standing 19/02/2024

Episode 53: Supply Chain Demand Help and Dueling Mega Cycles 12/02/2024

Episode 52: AI and Outsized Expectations 04/02/2024

Episode 51: Intel Earnings and Foundry Trends 29/01/2024

Episode 50: TSMC Earnings Set Stage for 2024 22/01/2024

Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook 15/01/2024

Episode 48: Semiconductor Industry Wish Lists for 2024 08/01/2024

Episode 47: Event Season Insights (Marvell, AMD, Intel) 18/12/2023

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