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The Circuit
The Circuit

B2B Series: The Story of Broadcom

35 min•8 maj 2023

Om avsnittet

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

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

51 min

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

51 min

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

30 min

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

51 min

EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

53 min

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

39 min

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

56 min

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

41 min

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

1 tim 4 min

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

55 min

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