{"podcast":{"title":"The Circuit","slug":"the-circuit-5928182","podcast_index_feed_id":5928182,"rss_url":"https://feeds.transistor.fm/the-circuit","website_url":"http://thecircuit.fm","image_url":"https://img.transistorcdn.com/dmuVod8heI1BTzCMRQjiKKaN5iBLqIety_mvK5g9ruc/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzM3MjEyLzE2NzQz/MTg3MzAtYXJ0d29y/ay5qcGc.jpg","author":"Ben Bajarin and Jay Goldberg","episode_count":177,"summary":"A podcast about the business and market of semiconductors","last_synced_at":"2026-07-20T06:21:06.127243+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182"},"episodes":[{"title":"Ep 184: Earnings TSMC/ASML/AEHR, State of AI 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Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia","slug":"ep-181-cerebras-earnings-qcom-investor-day-micron-earnings-and-the-memory-mafia","published_at":"2026-06-29T13:19:52+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-181-cerebras-earnings-qcom-investor-day-micron-earnings-and-the-memory-mafia","url":"https://share.transistor.fm/s/7e17648a","duration_seconds":3772,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-181-cerebras-earnings-qcom-investor-day-micron-earnings-and-the-memory-mafia/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-181-cerebras-earnings-qcom-investor-day-micron-earnings-and-the-memory-mafia.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 180: HPE Reflections on AI Compute Racks, Analog Analog Analog Semis.","slug":"ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis","published_at":"2026-06-22T15:46:23+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis","url":"https://share.transistor.fm/s/11cd0051","duration_seconds":2903,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-180-hpe-reflections-on-ai-compute-racks-analog-analog-analog-semis.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways","slug":"ep-179-apple-s-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways","published_at":"2026-06-15T15:26:17+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-179-apple-s-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways","url":"https://share.transistor.fm/s/8fe70e70","duration_seconds":3197,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-179-apple-s-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-179-apple-s-wwdc-and-siri-ai-nebius-inflection-china-trip-takeaways.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 178: COMPUTEX! Broadcom Earnings, other nuggets from the Week","slug":"ep-178-computex-broadcom-earnings-other-nuggets-from-the-week","published_at":"2026-06-08T13:09:57+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-178-computex-broadcom-earnings-other-nuggets-from-the-week","url":"https://share.transistor.fm/s/be772174","duration_seconds":2585,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-178-computex-broadcom-earnings-other-nuggets-from-the-week/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-178-computex-broadcom-earnings-other-nuggets-from-the-week.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 176: Earnings! Marvell, Synopsis, Dell and more thesis time.","slug":"ep-176-earnings-marvell-synopsis-dell-and-more-thesis-time","published_at":"2026-06-01T15:15:13+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-176-earnings-marvell-synopsis-dell-and-more-thesis-time","url":"https://share.transistor.fm/s/812b5b1f","duration_seconds":2673,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-176-earnings-marvell-synopsis-dell-and-more-thesis-time/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-176-earnings-marvell-synopsis-dell-and-more-thesis-time.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 166: NVIDIA Earnings, Dell Tech World and Storage Shock, Tech IPOs","slug":"ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos","published_at":"2026-05-26T03:33:42+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos","url":"https://share.transistor.fm/s/adea90d2","duration_seconds":3529,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-166-nvidia-earnings-dell-tech-world-and-storage-shock-tech-ipos.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 165: Cerebras IPO, Premium Tokens, Neo Clouds, and the Angstrom Era","slug":"ep-165-cerebras-ipo-premium-tokens-neo-clouds-and-the-angstrom-era","published_at":"2026-05-18T15:54:30+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-165-cerebras-ipo-premium-tokens-neo-clouds-and-the-angstrom-era","url":"https://share.transistor.fm/s/8357dfce","duration_seconds":3372,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-165-cerebras-ipo-premium-tokens-neo-clouds-and-the-angstrom-era/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-165-cerebras-ipo-premium-tokens-neo-clouds-and-the-angstrom-era.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 164: ARM, ARM Earning, Agentic CPU Inflections, A World of Constraints","slug":"ep-164-arm-arm-earning-agentic-cpu-inflections-a-world-of-constraints","published_at":"2026-05-11T16:26:02+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-164-arm-arm-earning-agentic-cpu-inflections-a-world-of-constraints","url":"https://share.transistor.fm/s/5d017eb5","duration_seconds":3717,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-164-arm-arm-earning-agentic-cpu-inflections-a-world-of-constraints/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-164-arm-arm-earning-agentic-cpu-inflections-a-world-of-constraints.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era","slug":"ep-163-breaking-the-memory-wall-micron-s-strategy-for-the-ai-era","published_at":"2026-05-05T13:00:00+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-163-breaking-the-memory-wall-micron-s-strategy-for-the-ai-era","url":"https://share.transistor.fm/s/a83858ff","duration_seconds":3130,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-163-breaking-the-memory-wall-micron-s-strategy-for-the-ai-era/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-163-breaking-the-memory-wall-micron-s-strategy-for-the-ai-era.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity","slug":"ep-162-tpus-via-cloud-next-intel-earnings-foundry-scarcity","published_at":"2026-04-27T14:34:04+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-162-tpus-via-cloud-next-intel-earnings-foundry-scarcity","url":"https://share.transistor.fm/s/4ed89fb2","duration_seconds":2950,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-162-tpus-via-cloud-next-intel-earnings-foundry-scarcity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-162-tpus-via-cloud-next-intel-earnings-foundry-scarcity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change","slug":"ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change","published_at":"2026-04-21T00:22:13+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change","url":"https://share.transistor.fm/s/bb334df6","duration_seconds":3135,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-161-tsmc-earnings-cerebras-s1-custom-semi-rumors-apple-ceo-change.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 160: More good News for Intel, AI Model Trends, Future of Datacenter","slug":"ep-160-more-good-news-for-intel-ai-model-trends-future-of-datacenter","published_at":"2026-04-13T16:28:06+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-160-more-good-news-for-intel-ai-model-trends-future-of-datacenter","url":"https://share.transistor.fm/s/e82d4052","duration_seconds":2624,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-160-more-good-news-for-intel-ai-model-trends-future-of-datacenter/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-160-more-good-news-for-intel-ai-model-trends-future-of-datacenter.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More","slug":"ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more","published_at":"2026-04-06T15:38:15+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more","url":"https://share.transistor.fm/s/9764645e","duration_seconds":3262,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-159-mediatek-and-the-evolving-custom-asic-business-more-memory-pain-and-more.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 158: Arm 2.0, Memory Freak Out, and AI Models","slug":"ep-158-arm-2-0-memory-freak-out-and-ai-models","published_at":"2026-03-30T16:51:55+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-158-arm-2-0-memory-freak-out-and-ai-models","url":"https://share.transistor.fm/s/9ea4439d","duration_seconds":2934,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-158-arm-2-0-memory-freak-out-and-ai-models/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-158-arm-2-0-memory-freak-out-and-ai-models.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP: 157 GTC! OFC! Micron Earnings (margin city)","slug":"ep-157-gtc-ofc-micron-earnings-margin-city","published_at":"2026-03-23T18:08:35+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-157-gtc-ofc-micron-earnings-margin-city","url":"https://share.transistor.fm/s/fe801330","duration_seconds":3515,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-157-gtc-ofc-micron-earnings-margin-city/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-157-gtc-ofc-micron-earnings-margin-city.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap","slug":"ep-156-evolving-dynamics-of-ai-infrastructure-open-source-agents-meta-s-asic-roadmap","published_at":"2026-03-16T16:24:09+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-156-evolving-dynamics-of-ai-infrastructure-open-source-agents-meta-s-asic-roadmap","url":"https://share.transistor.fm/s/81ab0d94","duration_seconds":2565,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-156-evolving-dynamics-of-ai-infrastructure-open-source-agents-meta-s-asic-roadmap/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-156-evolving-dynamics-of-ai-infrastructure-open-source-agents-meta-s-asic-roadmap.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!","slug":"ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news","published_at":"2026-03-10T18:32:22+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news","url":"https://share.transistor.fm/s/1796fcce","duration_seconds":3303,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Episode 155: SHOW ME THE MONEY! 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The Trillion Dollar Datacenter Race and More","slug":"ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more","published_at":"2026-02-09T17:38:23+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more","url":"https://share.transistor.fm/s/6b3b46eb","duration_seconds":2765,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-152-capexxxxxx-the-trillion-dollar-datacenter-race-and-more.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 151: WFE Boom! Insight from the Clouds. 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25 Earnings, OpenAI Needs more Compute and Monetization","slug":"ep-149-tsmc-q4-25-earnings-openai-needs-more-compute-and-monetization","published_at":"2026-01-19T18:38:35+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-149-tsmc-q4-25-earnings-openai-needs-more-compute-and-monetization","url":"https://share.transistor.fm/s/f38cc9dc","duration_seconds":3282,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-149-tsmc-q4-25-earnings-openai-needs-more-compute-and-monetization/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-149-tsmc-q4-25-earnings-openai-needs-more-compute-and-monetization.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"Ep 148: All the Happenings from CES 2026!","slug":"ep-148-all-the-happenings-from-ces-2026","published_at":"2026-01-12T18:32:12+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-148-all-the-happenings-from-ces-2026","url":"https://share.transistor.fm/s/d999faa3","duration_seconds":3514,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-148-all-the-happenings-from-ces-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-circuit-5928182/ep-148-all-the-happenings-from-ces-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"EP 147: Talking All Things AI with Benedict 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