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The Circuit

The Circuit

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A podcast about the business and market of semiconductors

Recent Episodes

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

    1 week ago

  • Episode 124: The State of The Japanese Semiconductor Industry

    3 weeks ago

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

    4 weeks ago

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

    1 month ago

  • Episode 121: Stop Talking about SAM Please

    1 month ago

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

    2 months ago

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

    2 months ago

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

    2 months ago

  • Episode 117: Talking Apple in China with Patrick McGee

    2 months ago

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

    3 months ago