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The Circuit

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

55 min•10 mars 2026

Om avsnittet

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.

Fler avsnitt

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

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

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

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

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

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

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

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

3 aug.1 tim 4 min

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

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