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The Circuit
The Circuit

Episode 6: Semiconductor Industry Earnings Review

49 min•13 februari 2023

Om avsnittet

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. 

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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

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