# The Circuit

Page: https://stenobird.com/podcast/the-circuit-5928182
Text version: https://stenobird.com/podcast/the-circuit-5928182.md
RSS feed: https://feeds.transistor.fm/the-circuit
Official site: http://thecircuit.fm
Author: Ben Bajarin and Jay Goldberg
Episodes: 177

## Resource

A podcast about the business and market of semiconductors

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/the-circuit-5928182
Markdown: https://stenobird.com/podcast/the-circuit-5928182.md

## Episodes
- [Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis](https://stenobird.com/podcast/the-circuit-5928182/ep-184-earnings-tsmc-asml-aehr-state-of-ai-semis) — 2026-07-20T02:43:22+00:00
- [EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors](https://stenobird.com/podcast/the-circuit-5928182/ep-183-skhynix-ipo-ai-model-wars-and-nvidia-supply-chain-rumors) — 2026-07-14T19:45:17+00:00
- [EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback](https://stenobird.com/podcast/the-circuit-5928182/ep-182-ai-fatigue-meta-s-neo-cloud-rumors-and-samsung-s-foundry-comeback) — 2026-07-06T15:39:16+00:00
- [EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia](https://stenobird.com/podcast/the-circuit-5928182/ep-181-cerebras-earnings-qcom-investor-day-micron-earnings-and-the-memory-mafia) — 2026-06-29T13:19:52+00:00
- [EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.](https://stenobird.com/podcast/the-circuit-5928182/ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis) — 2026-06-22T15:46:23+00:00
- [EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways](https://stenobird.com/podcast/the-circuit-5928182/ep-179-apple-s-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways) — 2026-06-15T15:26:17+00:00
- [Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week](https://stenobird.com/podcast/the-circuit-5928182/ep-178-computex-broadcom-earnings-other-nuggets-from-the-week) — 2026-06-08T13:09:57+00:00
- [EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.](https://stenobird.com/podcast/the-circuit-5928182/ep-176-earnings-marvell-synopsis-dell-and-more-thesis-time) — 2026-06-01T15:15:13+00:00
- [EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs](https://stenobird.com/podcast/the-circuit-5928182/ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos) — 2026-05-26T03:33:42+00:00
- [EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era](https://stenobird.com/podcast/the-circuit-5928182/ep-165-cerebras-ipo-premium-tokens-neo-clouds-and-the-angstrom-era) — 2026-05-18T15:54:30+00:00
- [EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints](https://stenobird.com/podcast/the-circuit-5928182/ep-164-arm-arm-earning-agentic-cpu-inflections-a-world-of-constraints) — 2026-05-11T16:26:02+00:00
- [EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era](https://stenobird.com/podcast/the-circuit-5928182/ep-163-breaking-the-memory-wall-micron-s-strategy-for-the-ai-era) — 2026-05-05T13:00:00+00:00
- [EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity](https://stenobird.com/podcast/the-circuit-5928182/ep-162-tpus-via-cloud-next-intel-earnings-foundry-scarcity) — 2026-04-27T14:34:04+00:00
- [EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change](https://stenobird.com/podcast/the-circuit-5928182/ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change) — 2026-04-21T00:22:13+00:00
- [Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter](https://stenobird.com/podcast/the-circuit-5928182/ep-160-more-good-news-for-intel-ai-model-trends-future-of-datacenter) — 2026-04-13T16:28:06+00:00
- [EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More](https://stenobird.com/podcast/the-circuit-5928182/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more) — 2026-04-06T15:38:15+00:00
- [EP 158: Arm 2.0, Memory Freak Out, and AI Models](https://stenobird.com/podcast/the-circuit-5928182/ep-158-arm-2-0-memory-freak-out-and-ai-models) — 2026-03-30T16:51:55+00:00
- [EP: 157 GTC! OFC! Micron Earnings (margin city)](https://stenobird.com/podcast/the-circuit-5928182/ep-157-gtc-ofc-micron-earnings-margin-city) — 2026-03-23T18:08:35+00:00
- [EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap](https://stenobird.com/podcast/the-circuit-5928182/ep-156-evolving-dynamics-of-ai-infrastructure-open-source-agents-meta-s-asic-roadmap) — 2026-03-16T16:24:09+00:00
- [Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!](https://stenobird.com/podcast/the-circuit-5928182/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news) — 2026-03-10T18:32:22+00:00
- [Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!](https://stenobird.com/podcast/the-circuit-5928182/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week) — 2026-03-02T18:56:16+00:00
- [Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming](https://stenobird.com/podcast/the-circuit-5928182/episode-154-live-with-gsa-the-state-of-semis-key-inflection-points-coming) — 2026-02-23T19:24:57+00:00
- [EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside](https://stenobird.com/podcast/the-circuit-5928182/ep-153-nebius-and-neocloud-insights-wfe-memory-madness-networking-upside) — 2026-02-16T19:13:48+00:00
- [EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More](https://stenobird.com/podcast/the-circuit-5928182/ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more) — 2026-02-09T17:38:23+00:00
- [EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints](https://stenobird.com/podcast/the-circuit-5928182/ep-151-wfe-boom-insight-from-the-clouds-word-of-the-year-constraints) — 2026-02-02T16:57:12+00:00
- [EP 150: Intel Earnings, Some Intel Growth Theories, X86 v. Arm in Datacenter](https://stenobird.com/podcast/the-circuit-5928182/ep-150-intel-earnings-some-intel-growth-theories-x86-v-arm-in-datacenter) — 2026-01-26T19:19:01+00:00
- [Ep 149: TSMC Q4 25 Earnings, OpenAI Needs more Compute and Monetization](https://stenobird.com/podcast/the-circuit-5928182/ep-149-tsmc-q4-25-earnings-openai-needs-more-compute-and-monetization) — 2026-01-19T18:38:35+00:00
- [Ep 148: All the Happenings from CES 2026!](https://stenobird.com/podcast/the-circuit-5928182/ep-148-all-the-happenings-from-ces-2026) — 2026-01-12T18:32:12+00:00
- [EP 147: Talking All Things AI with Benedict Evans](https://stenobird.com/podcast/the-circuit-5928182/ep-147-talking-all-things-ai-with-benedict-evans) — 2025-12-29T20:31:59+00:00
- [EP 146: The State of AI Networking with Austin Lyons](https://stenobird.com/podcast/the-circuit-5928182/ep-146-the-state-of-ai-networking-with-austin-lyons) — 2025-12-22T17:04:58+00:00
- [EP 145: Marvell Analyst Day, Broadcom Earnings, AI Trade Sentiment](https://stenobird.com/podcast/the-circuit-5928182/ep-145-marvell-analyst-day-broadcom-earnings-ai-trade-sentiment) — 2025-12-15T22:21:34+00:00
- [EP 144: AWS Tranium, Marvell Earnings, Intel EMIB!](https://stenobird.com/podcast/the-circuit-5928182/ep-144-aws-tranium-marvell-earnings-intel-emib) — 2025-12-09T00:49:56+00:00
- [EP 143: NVIDIA Earnings! Google and Gemini TPUs FTW](https://stenobird.com/podcast/the-circuit-5928182/ep-143-nvidia-earnings-google-and-gemini-tpus-ftw) — 2025-11-24T17:53:00+00:00
- [Ep 142: AMD Financial Analyst Day, Neoclouds earnings - REITS or Neoclouds?](https://stenobird.com/podcast/the-circuit-5928182/ep-142-amd-financial-analyst-day-neoclouds-earnings-reits-or-neoclouds) — 2025-11-18T18:37:15+00:00
- [EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality](https://stenobird.com/podcast/the-circuit-5928182/ep-141-talking-bubbles-arm-and-qcom-earnings-memory-storage-cyclicality) — 2025-11-09T15:37:20+00:00

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