Episode
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
- Podcast
- The Circuit
- Published
- Apr 21, 2026
- Duration seconds
- 3135
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/bb334df6
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Summary
In this episode of The Circuit , Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC’s strong earnings and their strategic decision to ramp up CapEx and N3 production specifically to meet massive AI demand. The duo explores the industry-wide compute deficit impacting firms like Anthropic and the potential IPO of Cerebras, while discussing the fragmenting market for custom ASICs as Google explores design partners like Marvell and MediaTek. Finally, they weigh in on the end of an era at Apple with Tim Cook stepping down; they argue his greatest legacy was preserving the company’s unique culture while handing the reins to John Ternus to lead a new hardware and AI growth cycle.