The Circuit

EP 136: WE DON'T HAVE THE POWER!

EP 135: Talking Semiconductor Recruiting

EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China

EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

EP 133: Broadcom Earnings, More on ASICS vs. GPUs, Google Selling TPUs?

EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs

EP 132: Offical Gov. Stake in Intel, NVIDIA's New Scale Across Fabric, NVIDIA Earnings Preview

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

Episode 124: The State of The Japanese Semiconductor Industry

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

Episode 122: Apple's WWDC, AMD AI Event, Semiconductors 2.0

Episode 121: Stop Talking about SAM Please

Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more

Episode 119: Computex, Google I/O, Dell Tech World, and more

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

Episode 117: Talking Apple in China with Patrick McGee

Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

Episode 113: Talking DSPs with CEVA CEO Amir Panush

Episode 112: Talking x86 and Intel's Future With Intel Product CEO Michelle Johnston

Episode 111: Talking Chips and Wafers with Chips and Wafers

Episode 110: NVIDIA's Identity Crisis

Episode 109: Unpacking the Nuances of Deep Seek with Austin Lyons

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)

Episode 106: Apple C1 Modem! More Intel Rumors (FUD!) Previewing Nvidia Earnings

Episode 105: Sanity Check on Custom ASICS?

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Episode 102: Deeeeeepseeeeeeek!

Episode 101 Part 2: Digging into TSMC Earnings

Episode 101 Part 1: Discussion with Jordan Schneider (ChinaTalk) on New Semi Regulations

Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Episode 98: 2024 Semi Recap and Outlook Into 2025

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value

Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)

Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI