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The Circuit
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Episode 35: The State of Intel via Their Innovation Summit

35 min•25 september 2023

Ben Bajarin and Jay Goldberg discuss the state of Intel as interpreted by what they saw and learned from Intel's Innovation Summit - Called Innovation.  Topics:

- Intel's products and product roadmap competitiveness 
- Read on What Public Investors took away
- Intel's Foundry Opportunity and Timing 

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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
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EP 158: Arm 2.0, Memory Freak Out, and AI Models
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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
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Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
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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

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