The Circuit

Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings, and the growth prospects for the company going forward. They discuss a number of key debates surrounding the company and if this is a bubble or a buildout technology cycle as it relates to AI and the demand on compute infrastructure.

Ben Bajarin and Jay Goldberg discuss the Arm F1 takeaways, challenges, and IPO upside.Show note links:Register Report on Graviton Revenue

Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A. They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.

Ben Bajarin and Jay Goldberg discuss some of the recent political narratives from different countries around their desire to lessen dependence on certain nations. They discuss how much of this narrative dismisses the deeply intertwined global supply chain that makes up the semiconductor industry.

Ben Bajarin and Jay Goldberg discuss where and why more custom silicon is showing up in pockets of the industry. They also dive into Amazon's overall strategy with custom silicon and sometimes this strategy gets talked about and other custom efforts get no airtime.

Ben Bajarin and Jay Goldberg explain some of the nuanced dynamics of the semiconductor industry cyclicality. They outline the challenges in areas like data center spending, PC market doldrums, and softness in smartphones and what that may mean for 2024 if AI is a true computing inflection point.

Ben Bajarin and Jay Goldberg discuss Jay's recent article and flesh out a thesis related to AI's impact on different segments of the semiconductor industry.

Ben Bajarin and Jay Goldberg discuss the opportunities and challenges facing the semiconductor industry growing to a trillion-dollar industry by 2030, as some predict. They explore foundry opportunities and challenges, chiplets, and the role of scarce resources like material and energy.

Ben Bajarin and Jay Goldberg explore the potential for Arm CPUs in the datacenter and whether they can truly challenge x86's dominance when it comes to datacenter CPU workloads.

Jay Goldberg continues his series of Back to Basics with some history and anecdotes of wireless standards.

Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI and Datacenter day they attended.

Ben Bajarin and Jay Goldberg discuss Apple's latest technology product and platform in Apple Vision Pro (AVP). The look at what was learned about the underlying technology, Ben's experience having a demo, and where the competitive implications for others.

Ben Bajarin and Jay Goldberg are joined by special guest Calista Redmond, CEO of RISC-V international. They discuss RISC-V and what makes it unique, as well as emerging applications for RISC-V and how this new platform opens up new opportunities in silicon innovation.

In this episode, Ben Bajarin and Jay Goldberg discuss how Apple's approaches to designing their silicon and explore some of the fundamental reasons Apple silicon is such a significant competitive advantage for Apple.

In this episode, Ben Bajarin and Jay Goldberg discuss the ways AI developers can take advantage of on-device processing to help reduce costs on cloud AI, improve accuracy, safety, and privacy.

Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies. Many semiconductor companies, are also software companies, but should that count in an analysis of their moat or value differentiation?

In this episode, we pilot a new series called Back to Basics. Sharing stories and anecdotes around key companies in the semiconductor industry.

Ben Bajarin and Jay Goldberg discuss some learnings from Mediatek's analyst day and explore their overall story, narrative, and growth prospects. Can Mediatek offer a new element of competition in new markets?

Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dynamics of the semiconductor industry like cyclicality, pricing leverage, supply constraints, and more that play into how best to measure industry growth and supporting dynamics.

In this episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the semiconductors' growth opportunities and market breakdowns in the data center. The datacenter is one of the most attractive growth revenue opportunities for semiconductors, and Jay and Ben discuss why. Link to Jay's article for relevant reading. Enterprise Electronics | Digits to Dollars

Ben Bajarin and Jay Goldberg discuss the world of sensors and the silicon that powers them. While it may not be the most attractive market, the continued shift from analog to digital requires a world where sensors play critical roles in collecting and monitoring data.

Ben Bajarin and Jay Goldberg discuss the many ways the semiconductor industry will shape the automotive industry. They also discuss some of the challenges and opportunities for both semi conductor companies and automotive companies to differentiate and compete in this extremely large market.

Ben Bajarin and Jay Goldberg discuss a report that Arm is looking to shift their business model in a way that provides greater financial upside for the company. As a result, Ben and Jay explore the broader nuance of licensing IP as a business model and the opportunities for IP transfer and enablement going forward.

Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO Jensen Huang articulated during his keynote. They also outline how several of the announcements represent strategic advantages to Nvidia and keep them well positioned to capitalize on the AI boom we are seeing in the market.

Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle to land messages with a broad set of investors.

Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress.

Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon. They also discuss how Nvidia remains best positioned as AI computing demands increase.

Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list.

Jay Goldberg and Ben Bajarin discuss macro earnings trends from numerous semiconductor players and what the key takeaways from earnings are in semi-equipment, PC, Smartphone, and Industrial/IoT.

Ben Bajarin and Jay Goldberg discuss architecture battles and how competition among x86, Arm, and RISC-V may play out. They examine some of the major players' strategies and industries where each architecture may succeed and debate the trend to shift away from general-purpose silicon to special-purpose designs.

Many countries are working hard to invest in owning more of the semiconductor industry stack. This will be easier and harder for some countries. Ben Bajarin and Jay Goldberg discuss challenges and opportunities and how regulations may lead to unintended consequences in a world where the semiconductor industry relies on global partnerships.Patrick McGee's column on Apple's tying its future to China.

Ben Bajarin and Jay Goldberg look at the challenges a slowing/dying Moore's Law has on foundries and silicon vendors. A key part of the discussion is the role process technology plays vs. packaging innovations in the future of the semiconductor industry.

Ben Bajarin and Jay Goldberg discuss the main reasons and strategies why technology companies are increasingly making their own silicon.

Ben Bajarin and Jay Goldberg introduce The Circuit and discuss why a dedicated podcast about the business and industry of semiconductors is needed and relevant.