About this podcast
A podcast about the business and market of semiconductors
188 episodes · Business
The Circuit
About this podcast
A podcast about the business and market of semiconductors
Recent episodes
- 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 h 04 min
- EP 185: AMD Advancing AI, Intel Earnings and WFE Demand27 Jul · 55 min
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