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Start
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The Circuit
/
Episode 9 silicon trends and highlights from mwc
The Circuit
Episode 9: Silicon Trends and Highlights from MWC
41 min • 6 mars 2023
Spela avsnitt
Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress.
Spela avsnitt
Senaste avsnitt
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EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!
17 augusti | 46 min
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EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!
11 augusti | 50 min
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EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
4 augusti | 58 min
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EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly
28 juli | 31 min
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EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
21 juli | 45 min
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EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!
14 juli | 39 min
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Episode 124: The State of The Japanese Semiconductor Industry
1 juli | 44 min
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EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
23 juni | 41 min
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Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0
16 juni | 38 min
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Episode 121: Stop Talking about SAM Please
9 juni | 31 min
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Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
2 juni | 43 min
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Episode 119: Computex, Google I/O, Dell Tech World, and more
27 maj | 37 min
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Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
19 maj | 33 min
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Episode 117: Talking Apple in China with Patrick McGee
12 maj | 47 min
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Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
6 maj | 52 min
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Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...
28 april | 38 min
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Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings
21 april | 45 min
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Episode 113: Talking DSPs with CEVA CEO Amir Panush
14 april | 38 min
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Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston
7 april | 29 min
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Episode 111: Talking Chips and Wafers with Chips and Wafers
31 mars | 55 min
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Episode 110: NVIDIA's Identity Crisis
24 mars | 42 min
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Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons
16 mars | 48 min
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Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices
10 mars | 46 min
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Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
2 mars | 38 min
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Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings
24 februari | 43 min
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Episode 105: Sanity Check on Custom ASICS?
17 februari | 42 min
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Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady
10 februari | 44 min
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Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
3 februari | 56 min
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Episode 102: Deeeeeepseeeeeeek!
27 januari | 42 min
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Episode 101 Part 2: Digging into TSMC Earnings
20 januari | 30 min
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Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations
20 januari | 43 min
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Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point
14 januari | 43 min
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Episode 99: Semis Outlook for 2025 - Bullishness Remains
5 januari | 43 min
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Episode 98: 2024 Semi Recap and Outlook Into 2025
21 december 2024 | 37 min
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Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
13 december 2024 | 52 min
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Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
6 december 2024 | 46 min
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Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
25 november 2024 | 40 min
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Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
18 november 2024 | 35 min
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Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
11 november 2024 | 38 min
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Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
4 november 2024 | 45 min
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Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
29 oktober 2024 | 49 min
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Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
24 oktober 2024 | 45 min
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Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
14 oktober 2024 | 46 min
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Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons
7 oktober 2024 | 52 min
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Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!
30 september 2024 | 40 min
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Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.
23 september 2024 | 47 min
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Episode 85: OpenAI leaves AI Silicon in the Dust
16 september 2024 | 41 min
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Episode 84: Apple's Technology and AI
11 september 2024 | 52 min
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Episode 83: The Earnings Heard Round the World (NVDA)
3 september 2024 | 47 min
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Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
26 augusti 2024 | 34 min
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Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design
20 augusti 2024 | 34 min
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Episode 79: Not Your Grandfathers Data Center
14 augusti 2024 | 40 min
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Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
2 augusti 2024 | 50 min
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Episode 77: Asia Semis Tour
30 juli 2024 | 38 min
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Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
25 juli 2024 | 39 min
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Episode 75: The AI Big $$$ Question
16 juli 2024 | 42 min
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Episode 74: Deep in the Weeds in Cryptography (not crypto)
11 juli 2024 | 48 min
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Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
24 juni 2024 | 42 min
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Episode 72: Apple Intelligence and Closed Loop Private Computing
17 juni 2024 | 33 min
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Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
11 juni 2024 | 44 min
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Episode 70!!! NPUs!!!!!!!!
2 juni 2024 | 52 min
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Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
28 maj 2024 | 47 min
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Episode 68: The Wide World of FPGAs
22 maj 2024 | 38 min
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Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
13 maj 2024 | 42 min
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Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
7 maj 2024 | 36 min
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Episode 65: Capex to the Moon!
29 april 2024 | 40 min
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Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
22 april 2024 | 40 min
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Episode 63: The Continued March of Custom Silicon, is it Sustainable?
15 april 2024 | 44 min
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Episode 62: Intel Foundry Financials and CHIPS Act Strategies
9 april 2024 | 30 min
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Episode 61: A Holistic Analysis of Nvidia
3 april 2024 | 49 min
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Episode 60: Takeaways, observations, and insights from Nvidia GTC
25 mars 2024 | 45 min
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Episode 59: Discussing All Things AI Accelerators With Austin Lyons
18 mars 2024 | 50 min
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Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
13 mars 2024 | 44 min
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Episode 57: MWC 2024 Observations and Insights
5 mars 2024 | 45 min
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IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
26 februari 2024 | 50 min
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Episode 55: Intel IFS Economics and Last Fabs Standing
19 februari 2024 | 41 min
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Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
12 februari 2024 | 38 min
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Episode 52: AI and Outsized Expectations
4 februari 2024 | 42 min
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Episode 51: Intel Earnings and Foundry Trends
29 januari 2024 | 37 min
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Episode 50: TSMC Earnings Set Stage for 2024
22 januari 2024 | 38 min
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Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
16 januari 2024 | 40 min
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Episode 48: Semiconductor Industry Wish Lists for 2024
8 januari 2024 | 40 min
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Episode 47: Event Season Insights (Marvell, AMD, Intel)
18 december 2023 | 42 min
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Episode 46: A Discussion with Arm CEO Rene Haas
11 december 2023 | 37 min
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Episode 45: The Japanese Semiconductor Industry
5 december 2023 | 39 min
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Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
29 november 2023 | 33 min
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Episode 43: The Custom Silicon Trend Continues
20 november 2023 | 39 min
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Episode 42: Analyzing Arm's First Q Earnings as a Public Company
13 november 2023 | 38 min
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Episode 41: B2B The Story of Qualcomm
6 november 2023 | 33 min
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Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
31 oktober 2023 | 44 min
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Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition
23 oktober 2023 | 42 min
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Episode 38: The Future of Transistor Design and Advanced Packaging
16 oktober 2023 | 33 min
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Episode 37: Updated Thoughts on Entity Lists
9 oktober 2023 | 29 min
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Episode 36: The Wide World of Memory
2 oktober 2023 | 37 min
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Episode 35: The State of Intel via Their Innovation Summit
25 september 2023 | 35 min
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Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions
18 september 2023 | 41 min
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Episode 33: The Land of IoT with Guest Stacey Higginbotham
10 september 2023 | 33 min
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Episode 32: Nvidia and the AI Raging Bull
5 september 2023 | 46 min
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Episode 31: The Arm F1 and Pending IPO
28 augusti 2023 | 42 min
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Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
21 augusti 2023 | 35 min
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Episode 29: The Myth of Semiconductor Industry Deglobization
15 augusti 2023 | 29 min
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Episode 28: A Whole Lot of Custom Going On
7 augusti 2023 | 41 min
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Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
3 augusti 2023 | 39 min
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Episode 26: A Thesis on AI's Impact on Semi Segments
23 juli 2023 | 34 min
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Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
17 juli 2023 | 43 min
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Episode 24: The Arm CPU Datacenter Potential
9 juli 2023 | 39 min
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B2B Series: Wireless Standards
26 juni 2023 | 43 min
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Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
19 juni 2023 | 33 min
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Episode 22: Talking Apple Vision Pro
8 juni 2023 | 50 min
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Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V International
5 juni 2023 | 41 min
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Episode 20: Apple's Silicon Strategy
29 maj 2023 | 40 min
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Episode 19: The On-Device AI Debate
22 maj 2023 | 35 min
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Episode 18: Frameworks for Valuing Semiconductor Companies
15 maj 2023 | 38 min
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B2B Series: The Story of Broadcom
8 maj 2023 | 35 min
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Episode 17: Exploring the MediaTek Story
1 maj 2023 | 42 min
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Episode 16: Is the Semiconductor Growth Cycle Over?
25 april 2023 | 42 min
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Episode 15: Growth Drivers for Semiconductors in the Datacenter
17 april 2023 | 44 min
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Episode 14: The Wide World of Sensors
11 april 2023 | 31 min
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Episode 13: How Semiconductors Will Shape The Automotive Industry
3 april 2023 | 45 min
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Episode 12: Arm's Business Model Shift
28 mars 2023 | 41 min
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Episode 11: Nvidia's GTC News: The Moat Widens
22 mars 2023 | 36 min
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Episode 10: Semiconductor Investor Mindsets
13 mars 2023 | 40 min
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Episode 9: Silicon Trends and Highlights from MWC
6 mars 2023 | 41 min
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Episode 8: AI Infrastructure and Silicon Demands
27 februari 2023 | 38 min
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Episode 7: Semiconductor Industry Power Players
21 februari 2023 | 46 min
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Episode 6: Semiconductor Industry Earnings Review
13 februari 2023 | 49 min
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Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon
6 februari 2023 | 41 min
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Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
28 januari 2023 | 43 min
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Episode 3: Moore's Law and Process vs. Packaging
16 januari 2023 | 40 min
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Episode 2: The Business of Going Vertical
28 december 2022 | 33 min
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The Circuit Ep:1 - Introductions
21 december 2022 | 14 min
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