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The Circuit

The Circuit

A podcast about the business and market of semiconductors.

Ben Bajarin and Jay Goldberg

184 episodesEN

Show overview

The Circuit has been publishing since 2022, and across the 4 years since has built a catalogue of 184 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 49 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 1 weeks ago, with 35 episodes already out so far this year. Published by Ben Bajarin and Jay Goldberg.

Episodes
184
Running
2022–2026 · 4y
Median length
43 min
Cadence
Weekly

From the publisher

A podcast about the business and market of semiconductors

Latest Episodes

View all 184 episodes

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

EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways

Jun 15, 202653 min

Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week

Jun 8, 202643 min

EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.

Jun 1, 202644 min

EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs

May 26, 202658 min

EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era

May 18, 202656 min

EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints

May 11, 20261h 1m

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

May 5, 202652 min

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

Apr 27, 202649 min
© 2026 Ben Bajarin and Jay Goldberg