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The Circuit

The Circuit

A podcast about the business and market of semiconductors.

Ben Bajarin and Jay Goldberg

192 episodesEN

Show overview

The Circuit has been publishing since 2022, and across the 4 years since has built a catalogue of 192 episodes. That works out to roughly 140 hours of audio in total. Releases follow a weekly cadence.

Episodes typically run thirty-five to sixty minutes — most land between 39 min and 50 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Technology show.

The show is actively publishing — the most recent episode landed earlier today, with 43 episodes already out so far this year. Published by Ben Bajarin and Jay Goldberg.

Episodes
192
Running
2022–2026 · 4y
Median length
44 min
Cadence
Weekly

From the publisher

A podcast about the business and market of semiconductors

Latest Episodes

View all 192 episodes

What a Week! Anthropic Opens the Books, Intel Raises More Questions, Marvell and Lumentum??

Nov 2, 20261h 25m

Micron's Roadmap, Meta's AI Infrastructure, and NVIDIA's Supply Chain Mastery

Oct 26, 202658 min

WFE to the Moon (Still), Semicon West and OCP Insights

Oct 19, 202654 min

Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack

Oct 12, 20261h 0m

Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook

Oct 5, 202658 min

Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch

Sep 28, 202650 min

Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure

Sep 21, 202650 min

EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam

Sep 15, 202630 min

Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

Sep 7, 202651 min

EP 189: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

Aug 31, 202653 min

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

Aug 23, 202638 min

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

Aug 17, 202656 min

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

Aug 9, 202640 min

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

Aug 3, 20261h 4m

EP 185: AMD Advancing AI, Intel Earnings and WFE Demand

Jul 27, 202654 min

Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

Jul 20, 202659 min

EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors

Jul 14, 202647 min

EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback

Jul 6, 202659 min

EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia

Jun 29, 20261h 2m

EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.

Jun 22, 202648 min
© 2026 Ben Bajarin and Jay Goldberg