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The Circuit | Wave AI Podcast Notes
The Circuit
A podcast about the business and market of semiconductors
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10 episodes
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Episodes
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Episode 98: 2024 Semi Recap and Outlook Into 2025
00:36:44
12/21/2024
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Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
00:51:49
12/13/2024
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Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
00:46:13
12/6/2024
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Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)
00:40:15
11/25/2024
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Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
00:35:22
11/18/2024
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Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
00:37:56
11/11/2024
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Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
00:44:50
11/4/2024
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Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
00:48:39
10/29/2024
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Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
00:44:54
10/24/2024
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Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
00:45:39
10/14/2024
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