The Circuit Podcast Por Ben Bajarin and Jay Goldberg arte de portada

The Circuit

The Circuit

De: Ben Bajarin and Jay Goldberg
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A podcast about the business and market of semiconductors© 2026 Ben Bajarin and Jay Goldberg Economía
Episodios
  • EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

    EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More
    Apr 6 2026

    Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's recent acquisitions. They analyze market dynamics, technological advancements, and future trends shaping the industry.
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    54 m
  • EP 158: Arm 2.0, Memory Freak Out, and AI Models

    EP 158: Arm 2.0, Memory Freak Out, and AI Models
    Mar 30 2026

    This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CPU launches, market positioning, and the future of AI models like Mythos, providing insights into the industry's next phase.
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    49 m
  • EP: 157 GTC! OFC! Micron Earnings (margin city)

    EP: 157 GTC! OFC! Micron Earnings (margin city)
    Mar 23 2026

    Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations, and industry trends shaping the AI and data center landscape. They also talk OFC/optical trends and Micron earnings.

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    59 m
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