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The Circuit | Wave AI Podcast Notes

The Circuit cover

The Circuit

A podcast about the business and market of semiconductors

162 episodes

Episodes

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EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

00:54:224/6/2026

EP 158: Arm 2.0, Memory Freak Out, and AI Models

00:48:543/30/2026

EP: 157 GTC! OFC! Micron Earnings (margin city)

00:58:353/23/2026

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

00:42:453/16/2026

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

00:55:033/10/2026

Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

01:01:333/2/2026

Episode 154: Live with GSA, the State of Semis, Key Inflection Points Coming

00:58:222/23/2026

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside

00:49:082/16/2026

EP 152: CAPEXXXXXX!!!! The Trillion Dollar Datacenter Race and More

00:46:052/9/2026

EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints

01:00:562/2/2026

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