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The Circuit

Episode 7: Semiconductor Industry Power Players

46 min•21 februari 2023

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Om avsnittet

Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list.

Fler avsnitt

Jensen Huang Resigns: NVIDIA's Succession Crisis and the Fate of the AI Supply Chain

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Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook

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

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