{"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 184: Earnings TSMC/ASML/AEHR, State of AI Semis","slug":"ep-184-earnings-tsmc-asml-aehr-state-of-ai-semis","published_at":"2026-07-20T02:43:22+00:00","page_url":"https://stenobird.com/podcast/the-circuit-5928182/ep-184-earnings-tsmc-asml-aehr-state-of-ai-semis","show_page_url":"https://stenobird.com/podcast/the-circuit-5928182","url":"https://share.transistor.fm/s/b22aed15","audio_url":"https://media.transistor.fm/b22aed15/a91ba8f4.mp3","summary":"In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how these trends impact supply chains, CapEx, and future growth prospects. Key Topics: TSMC's CapEx increase and demand signals ASML's capacity expansion and high NA EUV technology Air's role in semiconductor testing and optical advancements Market sentiment and investor rotation in semiconductors The impact of AI on chip demand and manufacturing","meta_description":"In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implicatio…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3557,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-184-earnings-tsmc-asml-aehr-state-of-ai-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-184-earnings-tsmc-asml-aehr-state-of-ai-semis.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}