{"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"},"episode":{"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","show_page_url":"https://stenobird.com/podcast/the-circuit-5928182","url":"https://share.transistor.fm/s/1796fcce","audio_url":"https://media.transistor.fm/1796fcce/1e67954d.mp3","summary":"Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.","meta_description":"Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper int…","key_points":[],"chapters":[],"topics":[],"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."}]}}