Podcast

The Circuit

Author: Ben Bajarin and Jay Goldberg
Feed episode count: 177
Official site: http://thecircuit.fm
RSS: https://feeds.transistor.fm/the-circuit
JSON: /v1/public/podcasts/the-circuit-5928182
Markdown: /podcast/the-circuit-5928182.md

Summary

A podcast about the business and market of semiconductors

Episodes

Jul 20, 2026 · not_requested

Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis

Duration seconds: 3557
Source: https://share.transistor.fm/s/b22aed15

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Jul 14, 2026 · not_requested

EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors

Duration seconds: 2821
Source: https://share.transistor.fm/s/6fe32a87

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Jul 6, 2026 · not_requested

EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback

Duration seconds: 3557
Source: https://share.transistor.fm/s/26b52382

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Jun 29, 2026 · not_requested

EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia

Duration seconds: 3772
Source: https://share.transistor.fm/s/7e17648a

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Jun 22, 2026 · not_requested

EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.

Duration seconds: 2903
Source: https://share.transistor.fm/s/11cd0051

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Jun 15, 2026 · not_requested

EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways

Duration seconds: 3197
Source: https://share.transistor.fm/s/8fe70e70

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Jun 8, 2026 · not_requested

Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week

Duration seconds: 2585
Source: https://share.transistor.fm/s/be772174

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Jun 1, 2026 · not_requested

EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.

Duration seconds: 2673
Source: https://share.transistor.fm/s/812b5b1f

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May 26, 2026 · not_requested

EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs

Duration seconds: 3529
Source: https://share.transistor.fm/s/adea90d2

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May 18, 2026 · not_requested

EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era

Duration seconds: 3372
Source: https://share.transistor.fm/s/8357dfce

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May 11, 2026 · not_requested

EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints

Duration seconds: 3717
Source: https://share.transistor.fm/s/5d017eb5

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May 5, 2026 · not_requested

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

Duration seconds: 3130
Source: https://share.transistor.fm/s/a83858ff

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Apr 27, 2026 · not_requested

EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

Duration seconds: 2950
Source: https://share.transistor.fm/s/4ed89fb2

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Apr 21, 2026 · not_requested

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

Duration seconds: 3135
Source: https://share.transistor.fm/s/bb334df6

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Apr 13, 2026 · not_requested

Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter

Duration seconds: 2624
Source: https://share.transistor.fm/s/e82d4052

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Apr 6, 2026 · not_requested

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

Duration seconds: 3262
Source: https://share.transistor.fm/s/9764645e

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Mar 30, 2026 · not_requested

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

Duration seconds: 2934
Source: https://share.transistor.fm/s/9ea4439d

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Mar 23, 2026 · not_requested

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

Duration seconds: 3515
Source: https://share.transistor.fm/s/fe801330

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Mar 16, 2026 · not_requested

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

Duration seconds: 2565
Source: https://share.transistor.fm/s/81ab0d94

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Mar 10, 2026 · not_requested

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

Duration seconds: 3303
Source: https://share.transistor.fm/s/1796fcce

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Mar 2, 2026 · not_requested

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

Duration seconds: 3693
Source: https://share.transistor.fm/s/26f5f6ca

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Feb 23, 2026 · not_requested

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

Duration seconds: 3502
Source: https://share.transistor.fm/s/b7305943

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Feb 16, 2026 · not_requested

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

Duration seconds: 2948
Source: https://share.transistor.fm/s/a96d8aff

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Feb 9, 2026 · not_requested

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

Duration seconds: 2765
Source: https://share.transistor.fm/s/6b3b46eb

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Feb 2, 2026 · not_requested

EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints

Duration seconds: 3656
Source: https://share.transistor.fm/s/be7fad69

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Jan 26, 2026 · not_requested

EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter

Duration seconds: 2662
Source: https://share.transistor.fm/s/225129d3

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Jan 19, 2026 · not_requested

Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization

Duration seconds: 3282
Source: https://share.transistor.fm/s/f38cc9dc

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Jan 12, 2026 · not_requested

Ep 148: All the Happenings from CES 2026!

Duration seconds: 3514
Source: https://share.transistor.fm/s/d999faa3

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Dec 29, 2025 · not_requested

EP 147: Talking All Things AI with Benedict Evans

Duration seconds: 3124
Source: https://share.transistor.fm/s/c0570a85

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Dec 22, 2025 · not_requested

EP 146: The State of AI Networking with Austin Lyons

Duration seconds: 2981
Source: https://share.transistor.fm/s/8d0a5982

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Dec 15, 2025 · not_requested

EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment

Duration seconds: 2564
Source: https://share.transistor.fm/s/4354697b

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Dec 9, 2025 · not_requested

EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!

Duration seconds: 3405
Source: https://share.transistor.fm/s/74ef18af

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Nov 24, 2025 · not_requested

EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW

Duration seconds: 2814
Source: https://share.transistor.fm/s/193a0994

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Nov 18, 2025 · not_requested

Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?

Duration seconds: 2738
Source: https://share.transistor.fm/s/17405154

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Nov 9, 2025 · not_requested

EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

Duration seconds: 3095
Source: https://share.transistor.fm/s/aa00f28d

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