The Circuit

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

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!

Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.

Episode 85: OpenAI leaves AI Silicon in the Dust

Episode 84: Apple's Technology and AI

Episode 83: The Earnings Heard Round the World (NVDA)

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design

Episode 79: Not Your Grandfathers Data Center

Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

Episode 77: Asia Semis Tour

Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition

Episode 75: The AI Big $$$ Question