Über diesen Podcast
A podcast about the business and market of semiconductors
188 Folgen · Business
The Circuit
Über diesen Podcast
A podcast about the business and market of semiconductors
Neue Folgen
- Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch28. Sept. · 51 Min.
- Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure21. Sept. · 51 Min.
- EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam15. Sept. · 30 Min.
- Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier7. Sept. · 51 Min.
- EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes31. Aug. · 53 Min.
- EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt23. Aug. · 39 Min.
- EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset17. Aug. · 56 Min.
- EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness9. Aug. · 41 Min.
- EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch3. Aug. · 1 Std. 04 Min.
- EP 185: AMD Advancing AI, Intel Earnings and WFE Demand27. Juli · 55 Min.
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