The Circuit

By Ben Bajarin and Jay GoldbergBusiness Technology

The Circuit episodes

March 22, 2023 Episode 11: Nvidia's GTC News: The Moat Widens
Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO Jensen Huang articulated during his keynote. They also outline how several of the announcements represent strategic advantages to Nvidia and keep them well positioned to capitalize on the AI boom we are seeing in the market.
36 min
March 13, 2023 Episode 10: Semiconductor Investor Mindsets
Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle to land messages with a broad set of investors.
40 min
March 06, 2023 Episode 9: Silicon Trends and Highlights from MWC
Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress.
41 min
February 27, 2023 Episode 8: AI Infrastructure and Silicon Demands
Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon. They also discuss how Nvidia remains best positioned as AI computing demands increase.
39 min
February 21, 2023 Episode 7: Semiconductor Industry Power Players
Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list.
46 min
February 13, 2023 Episode 6: Semiconductor Industry Earnings Review
Jay Goldberg and Ben Bajarin discuss macro earnings trends from numerous semiconductor players and what the key takeaways from earnings are in semi-equipment, PC, Smartphone, and Industrial/IoT.
50 min
February 06, 2023 Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon
Ben Bajarin and Jay Goldberg discuss architecture battles and how competition among x86, Arm, and RISC-V may play out. They examine some of the major players' strategies and industries where each architecture may succeed and debate the trend to shift away from general-purpose silicon to special-purpose designs.
42 min
January 28, 2023 Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
Many countries are working hard to invest in owning more of the semiconductor industry stack. This will be easier and harder for some countries. Ben Bajarin and Jay Goldberg discuss challenges and opportunities and how regulations may lead to unintended consequences in a world where the semiconductor industry relies on global partnerships.
Patrick McGee's column on Apple's tying its future to China.
44 min
January 16, 2023 Episode 3: Moore's Law and Process vs. Packaging
Ben Bajarin and Jay Goldberg look at the challenges a slowing/dying Moore's Law has on foundries and silicon vendors. A key part of the discussion is the role process technology plays vs. packaging innovations in the future of the semiconductor industry.
41 min
December 28, 2022 Episode 2: The Business of Going Vertical
Ben Bajarin and Jay Goldberg discuss the main reasons and strategies why technology companies are increasingly making their own silicon.
34 min