All Episodes
The Circuit — 190 episodes · page 2 of 2
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
Episode 74: Deep in the Weeds in Cryptography (not crypto)
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
Episode 72: Apple Intelligence and Closed Loop Private Computing
Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
Episode 70!!! NPUs!!!!!!!!
Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
Episode 68: The Wide World of FPGAs
Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
Episode 65: Capex to the Moon!
Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
Episode 62: Intel Foundry Financials and CHIPS Act Strategies
Episode 61: A Holistic Analysis of Nvidia
Episode 60: Takeaways, observations, and insights from Nvidia GTC
Episode 59: Discussing All Things AI Accelerators With Austin Lyons
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
Episode 57: MWC 2024 Observations and Insights
IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
Episode 55: Intel IFS Economics and Last Fabs Standing
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Episode 52: AI and Outsized Expectations
Episode 51: Intel Earnings and Foundry Trends
Episode 50: TSMC Earnings Set Stage for 2024
Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
Episode 48: Semiconductor Industry Wish Lists for 2024
Episode 47: Event Season Insights (Marvell, AMD, Intel)
Episode 46: A Discussion with Arm CEO Rene Haas
Episode 45: The Japanese Semiconductor Industry
Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
Episode 43: The Custom Silicon Trend Continues
Episode 42: Analyzing Arm's First Q Earnings as a Public Company
Episode 41: B2B The Story of Qualcomm
Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition
Episode 38: The Future of Transistor Design and Advanced Packaging
Episode 37: Updated Thoughts on Entity Lists
Episode 36: The Wide World of Memory
Episode 35: The State of Intel via Their Innovation Summit
Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions
Episode 33: The Land of IoT with Guest Stacey Higginbotham
Episode 32: Nvidia and the AI Raging Bull
Episode 31: The Arm F1 and Pending IPO
Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$
Episode 29: The Myth of Semiconductor Industry Deglobization
Episode 28: A Whole Lot of Custom Going On
Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings
Episode 26: A Thesis on AI's Impact on Semi Segments
Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion
Episode 24: The Arm CPU Datacenter Potential
B2B Series: Wireless Standards
Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI
Episode 22: Talking Apple Vision Pro
Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V International
Episode 20: Apple's Silicon Strategy
Episode 19: The On-Device AI Debate
Episode 18: Frameworks for Valuing Semiconductor Companies
B2B Series: The Story of Broadcom
Episode 17: Exploring the MediaTek Story
Episode 16: Is the Semiconductor Growth Cycle Over?
Episode 15: Growth Drivers for Semiconductors in the Datacenter
Episode 14: The Wide World of Sensors
Episode 13: How Semiconductors Will Shape The Automotive Industry
Episode 12: Arm's Business Model Shift
Episode 11: Nvidia's GTC News: The Moat Widens
Episode 10: Semiconductor Investor Mindsets
Episode 9: Silicon Trends and Highlights from MWC
Episode 8: AI Infrastructure and Silicon Demands
Episode 7: Semiconductor Industry Power Players
Episode 6: Semiconductor Industry Earnings Review
Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon
Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges
Episode 3: Moore's Law and Process vs. Packaging
Episode 2: The Business of Going Vertical
The Circuit Ep:1 - Introductions