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The Circuit
NäringslivTeknologi

Episode 7: Semiconductor Industry Power Players

46 min•21 februari 2023

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. 

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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 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!
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Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming
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EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside
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The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.