Episode 121: Stop Talking about SAM Please

from The Circuit · host Ben Bajarin and Jay Goldberg

In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the growth of the semiconductor segment, the challenges in ASIC development, and the innovations in networking with the introduction of Tomahawk 6. The conversation also highlights the increasing importance of storage solutions in AI applications and anticipates upcoming events in the tech world.

Episode metadata supplied by the publisher feed · Published Jun 9, 2025

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Episode 121: Stop Talking about SAM Please

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This episode was published on June 9, 2025.

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