The Circuit

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the possibility of TSMC becoming a monopoly in the foundry industry, spurred by recent statements from Intel suggesting a lack of commitment to future foundry investments without external customer commitments. They explore the implications of Intel po...

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

Episode 124: The State of The Japanese Semiconductor Industry

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

Episode 121: Apple's WWDC, AMD AI Event, Semiconductors 2.0

Episode 121: Stop Talking about SAM Please

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

Episode 119: Computex, Google I/O, Dell Tech World, and more

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

Episode 117: Talking Apple in China with Patrick McGee

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

Episode 112: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

Episode 113: Talking DSPs with CEVA CEO Amir Panush

Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

Episode 111: Talking Chips and Wafers with Chips and Wafers

Episode 110: NVIDIA's Identity Crisis

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons