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The Circuit

The Circuit

by

A podcast about the business and market of semiconductors

Recent Episodes

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

    3 days ago

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

    1 week ago

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

    2 weeks ago

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

    3 weeks ago

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

    1 month ago

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

    1 month ago

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

    1 month ago

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

    2 months ago

  • Episode 85: OpenAI leaves AI Silicon in the Dust

    2 months ago

  • Episode 84: Apple's Technology and AI

    2 months ago