Episode 68: The Wide World of FPGAs
22 May 2024
37m
Ben Bajarin and Jay Goldberg ยท Business
The Circuit
A podcast about the business and market of semiconductors
Episodes
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
13 May 2024
42m
Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
07 May 2024
36m
Episode 65: Capex to the Moon!
29 Apr 2024
40m
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
22 Apr 2024
39m
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
15 Apr 2024
44m
Episode 62: Intel Foundry Financials and CHIPS Act Strategies
09 Apr 2024
30m
Episode 61: A Holistic Analysis of Nvidia
03 Apr 2024
49m
Episode 60: Takeaways, observations, and insights from Nvidia GTC
25 Mar 2024
45m
Episode 59: Discussing All Things AI Accelerators With Austin Lyons
18 Mar 2024
49m
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
13 Mar 2024
43m
Episode 57: MWC 2024 Observations and Insights
05 Mar 2024
44m
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
26 Feb 2024
49m
Episode 55: Intel IFS Economics and Last Fabs Standing
19 Feb 2024
40m
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
12 Feb 2024
38m
Episode 52: AI and Outsized Expectations
04 Feb 2024
41m
Episode 51: Intel Earnings and Foundry Trends
29 Jan 2024
37m
Episode 50: TSMC Earnings Set Stage for 2024
22 Jan 2024
37m
Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
16 Jan 2024
40m
Episode 48: Semiconductor Industry Wish Lists for 2024
08 Jan 2024
39m
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