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The Circuit
NäringslivTeknologi

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

55 min•10 mars 2026

Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.

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EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
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Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter
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EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
•54 min
EP 158: Arm 2.0, Memory Freak Out, and AI Models
•49 min
EP: 157 GTC! OFC! Micron Earnings (margin city)
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EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap
•43 min
Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!
•1 tim 2 min
Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
•58 min
EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
•49 min
EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More
•46 min

The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.