Podcast
The Circuit
Hosted by Ben Bajarin and Jay Goldberg · EN
A podcast about the business and market of semiconductors
44episodes
Episodes
Newest firstAll episodes
Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit
Oct 29, 202400:48:39Tap to summarizeIn this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The conversation provides insights into the semiconductor industry and Qualcomm's strategic positioning in the market. In this conversation, Jay Goldberg and Ben Bajarin delve into the complexities of the ongoing contract dispute between ARM and Qualcomm, exploring the broader implications for the tech industry, particularly in terms of intellectual property (IP) litigation. They discuss the necessity for collaboration between major players in the semiconductor space and examine ARM's growth potential in various markets, including data centers and automotive. The conversation also touches on insights from the recent RISC-V Summit, highlighting the current state and future prospects of RISC-V technology in the industry.
Transcribe →Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending
Oct 24, 202400:44:54Tap to summarizeIn this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports from major semiconductor companies, focusing on ASML's disappointing results and TSMC's optimistic outlook. They explore the cyclical nature of the semiconductor industry, the implications of Intel and AMD's collaboration on x86 architecture, and the competitive pressures from ARM. The conversation highlights the complexities of the market and the challenges faced by these companies in navigating demand and supply dynamics. The conversation delves into the dynamics of Intel's marketing strategies, the significance of the Open Compute Platform Conference, and the emerging trend of nuclear energy in powering data centers. The speakers discuss the implications of these developments on the tech industry, particularly in relation to competition with Nvidia and the evolving landscape of energy solutions.
Transcribe →Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI
Oct 14, 202400:45:39Tap to summarizeIn this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the recent AMD AI event, focusing on the advancements in CPU architecture, the competitive landscape with NVIDIA, and the importance of vertical integration in AI systems. They explore the role of CPUs in AI workloads, the complexities of total cost of ownership for hyperscalers, and AMD's growth projections in the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the dynamics of the AI accelerator market, the performance of AMD's stock in relation to market expectations, the future of inference and compute demands in AI, and the developments in autonomous vehicles. They explore the implications of AI advancements on semiconductor demand, the challenges of scaling autonomous technology, and the evolving landscape of AI capabilities.
Transcribe →Episode 45: The Japanese Semiconductor Industry
Dec 5, 2023Tap to summarizeThe conversation explores the current state of the Japanese semiconductor industry and its history of decline in the 1990s. It discusses the structure of the industry, key players, and recent developments such as the establishment of Rapidus, a consortium aimed at advancing semiconductor fabrication in Japan. The conversation also touches on the visit of Japan's Minister of Economy, Trade and Industry to UC Berkeley and the potential for collaboration between the US and Japan in the semiconductor industry. Overall, the discussion highlights the renewed interest and efforts in revitalizing the Japanese semiconductor industry.The Japanese semiconductor industry experienced a decline in the 1990s but is now showing signs of revitalization.Key players in the Japanese semiconductor industry include Tokyo Electron, Renesas, Sony, and Morata.The establishment of Rapidus, a consortium for semiconductor fabrication, demonstrates Japan's commitment to advancing its semiconductor capabilities.Collaboration between the US and Japan in the semiconductor industry is becoming increasingly important.
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