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The Circuit

Ben Bajarin and Jay Goldberg

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A podcast about the business and market of semiconductors

The Circuit

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Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress

In this week's episode, Ben Bajarin and Jay Goldberg chatted about companies pushing the limits of what is possible with technology and breaking new ground with new products and experiences. They discuss the impacts this has on the semiconductor landscape and why its a necessary, even if awkward, step to progress.

Episode 43: The Custom Silicon Trend Continues

Ben Bajarin and Jay Goldberg dive into the recent announcements from Microsoft around their new custom silicon chips. They also discuss MediaTek's ambitions, shared from the MediaTek executive summit last week, where they are doubling down on helping people build custom silicon for the data center.

Episode 42: Analyzing Arm's First Q Earnings as a Public Company

Ben Bajarin and Jay Goldberg analyze Arm's most recent quarterly earnings in this episode. These also happen to be Arm's first earnings report and investor call as a public company. Ben and Jay discuss the read from the earnings and the investor call and insights learned.

Episode 41: B2B The Story of Qualcomm

In this episode of our short series in Back to Basics, Jay Goldberg shares the key moments in Qualcomm's story that led to the market position they have today.

Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86

Ben Bajarin and Jay Goldberg discuss key news bits from Qualcomm's Snapdragon Summit, Apple's Scary Fast event where new M3 Apple Silicon was announced, and what it means for the market as a whole and for architecture competition.

Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition

Ben Bajarin and Jay Goldberg share what they thought were the most interesting and telling takeaways from TSMC's earnings. Why TSMC can give us insight into semiconductor segment recovery, and the coming battle brewing with process technology competition.

Episode 38: The Future of Transistor Design and Advanced Packaging

Ben Bajarin is joined by guest Huiming Bu from IBM Research to discuss the future of the transistor (design) and advanced packaging. They also discuss some of the larger technology challenges facing the semiconductor industry in the years to come.

Episode 37: Updated Thoughts on Entity Lists

Ben Bajarin and Jay Goldberg discuss the anticipated update to the entity list facing US and China semiconductor relations. They also discuss the relevance of the RISC-V being discussed as potentially being regulated as it relates to China as well.

Episode 36: The Wide World of Memory

Ben Bajarin and Jay Goldberg welcome guest Steven Woo, a Fellow at Rambus, to discuss the wide world of memory. The discussion covers how memory differs from logic, the many types of memory and their purpose and function, how to gauge innovation in memory advances, and the key applications driving the need to innovate more in memory.

Episode 35: The State of Intel via Their Innovation Summit

Ben Bajarin and Jay Goldberg discuss the state of Intel as interpreted by what they saw and learned from Intel's Innovation Summit - Called Innovation. Topics: - Intel's products and product roadmap competitiveness - Read on What Public Investors took away - Intel's Foundry Opportunity and Timing

Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions

In this episode, Ben Bajarin and Jay Goldberg discuss a myriad of subjects from recent news in the semi-industry. Main topics: * Apple A17 Pro * Arm IPO * Huawei Kirin 9000 * China's Ambitions and the intent of sanctions

Episode 33: The Land of IoT with Guest Stacey Higginbotham

On this week's episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Stacey Higginbotham to discuss the land of IoT. They cover everything from market segments, use cases, the unified software dream, key companies in silicon, and more.

Episode 32: Nvidia and the AI Raging Bull

Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings, and the growth prospects for the company going forward. They discuss a number of key debates surrounding the company and if this is a bubble or a buildout technology cycle as it relates to AI and the demand on compute infrastructure.

Episode 31: The Arm F1 and Pending IPO

Ben Bajarin and Jay Goldberg discuss the Arm F1 takeaways, challenges, and IPO upside. Show note links: Register Report on Graviton Revenue

Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$

Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A. They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.

Episode 29: The Myth of Semiconductor Industry Deglobization

Ben Bajarin and Jay Goldberg discuss some of the recent political narratives from different countries around their desire to lessen dependence on certain nations. They discuss how much of this narrative dismisses the deeply intertwined global supply chain that makes up the semiconductor industry.

Episode 28: A Whole Lot of Custom Going On

Ben Bajarin and Jay Goldberg discuss where and why more custom silicon is showing up in pockets of the industry. They also dive into Amazon's overall strategy with custom silicon and sometimes this strategy gets talked about and other custom efforts get no airtime.

Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings

Ben Bajarin and Jay Goldberg explain some of the nuanced dynamics of the semiconductor industry cyclicality. They outline the challenges in areas like data center spending, PC market doldrums, and softness in smartphones and what that may mean for 2024 if AI is a true computing inflection point.

Episode 26: A Thesis on AI's Impact on Semi Segments

Ben Bajarin and Jay Goldberg discuss Jay's recent article and flesh out a thesis related to AI's impact on different segments of the semiconductor industry.

Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion

Ben Bajarin and Jay Goldberg discuss the opportunities and challenges facing the semiconductor industry growing to a trillion-dollar industry by 2030, as some predict. They explore foundry opportunities and challenges, chiplets, and the role of scarce resources like material and energy.

Episode 24: The Arm CPU Datacenter Potential

Ben Bajarin and Jay Goldberg explore the potential for Arm CPUs in the datacenter and whether they can truly challenge x86's dominance when it comes to datacenter CPU workloads.

B2B Series: Wireless Standards

Jay Goldberg continues his series of Back to Basics with some history and anecdotes of wireless standards.

Episode 23: Emerging Competitive Dynamics in Silicon Thanks AI

Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI and Datacenter day they attended.

Episode 22: Talking Apple Vision Pro

Ben Bajarin and Jay Goldberg discuss Apple's latest technology product and platform in Apple Vision Pro (AVP). The look at what was learned about the underlying technology, Ben's experience having a demo, and where the competitive implications for others.

Episode 21: A Discussion on RISC-V with Calista Redmond CEO of RISC-V International

Ben Bajarin and Jay Goldberg are joined by special guest Calista Redmond, CEO of RISC-V international. They discuss RISC-V and what makes it unique, as well as emerging applications for RISC-V and how this new platform opens up new opportunities in silicon innovation.

Episode 20: Apple's Silicon Strategy

In this episode, Ben Bajarin and Jay Goldberg discuss how Apple's approaches to designing their silicon and explore some of the fundamental reasons Apple silicon is such a significant competitive advantage for Apple.

Episode 19: The On-Device AI Debate

In this episode, Ben Bajarin and Jay Goldberg discuss the ways AI developers can take advantage of on-device processing to help reduce costs on cloud AI, improve accuracy, safety, and privacy.

Episode 18: Frameworks for Valuing Semiconductor Companies

Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies. Many semiconductor companies, are also software companies, but should that count in an analysis of their moat or value differentiation?

B2B Series: The Story of Broadcom

In this episode, we pilot a new series called Back to Basics. Sharing stories and anecdotes around key companies in the semiconductor industry.

Episode 17: Exploring the MediaTek Story

Ben Bajarin and Jay Goldberg discuss some learnings from Mediatek's analyst day and explore their overall story, narrative, and growth prospects. Can Mediatek offer a new element of competition in new markets?

Episode 16: Is the Semiconductor Growth Cycle Over?

Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dynamics of the semiconductor industry like cyclicality, pricing leverage, supply constraints, and more that play into how best to measure industry growth and supporting dynamics.

Episode 15: Growth Drivers for Semiconductors in the Datacenter

In this episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the semiconductors' growth opportunities and market breakdowns in the data center. The datacenter is one of the most attractive growth revenue opportunities for semiconductors, and Jay and Ben discuss why. Link to Jay's article for relevant reading. Enterprise Electronics | Digits to Dollars

Episode 14: The Wide World of Sensors

Ben Bajarin and Jay Goldberg discuss the world of sensors and the silicon that powers them. While it may not be the most attractive market, the continued shift from analog to digital requires a world where sensors play critical roles in collecting and monitoring data.

Episode 13: How Semiconductors Will Shape The Automotive Industry

Ben Bajarin and Jay Goldberg discuss the many ways the semiconductor industry will shape the automotive industry. They also discuss some of the challenges and opportunities for both semi conductor companies and automotive companies to differentiate and compete in this extremely large market.

Episode 12: Arm's Business Model Shift

Ben Bajarin and Jay Goldberg discuss a report that Arm is looking to shift their business model in a way that provides greater financial upside for the company. As a result, Ben and Jay explore the broader nuance of licensing IP as a business model and the opportunities for IP transfer and enablement going forward.

Episode 11: Nvidia's GTC News: The Moat Widens

Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO Jensen Huang articulated during his keynote. They also outline how several of the announcements represent strategic advantages to Nvidia and keep them well positioned to capitalize on the AI boom we are seeing in the market.

Episode 10: Semiconductor Investor Mindsets

Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle to land messages with a broad set of investors.

Episode 9: Silicon Trends and Highlights from MWC

Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress.

Episode 8: AI Infrastructure and Silicon Demands

Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon. They also discuss how Nvidia remains best positioned as AI computing demands increase.

Episode 7: Semiconductor Industry Power Players

Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list.

Episode 6: Semiconductor Industry Earnings Review

Jay Goldberg and Ben Bajarin discuss macro earnings trends from numerous semiconductor players and what the key takeaways from earnings are in semi-equipment, PC, Smartphone, and Industrial/IoT.

Episode 5: x86 vs. Arm vs. RISC-V, Shifting from General Purpose to Specific Purpose Silicon

Ben Bajarin and Jay Goldberg discuss architecture battles and how competition among x86, Arm, and RISC-V may play out. They examine some of the major players' strategies and industries where each architecture may succeed and debate the trend to shift away from general-purpose silicon to special-purpose designs.

Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges

Many countries are working hard to invest in owning more of the semiconductor industry stack. This will be easier and harder for some countries. Ben Bajarin and Jay Goldberg discuss challenges and opportunities and how regulations may lead to unintended consequences in a world where the semiconductor industry relies on global partnerships. Patrick McGee's column on Apple's tying its future to China.

Episode 3: Moore's Law and Process vs. Packaging

Ben Bajarin and Jay Goldberg look at the challenges a slowing/dying Moore's Law has on foundries and silicon vendors. A key part of the discussion is the role process technology plays vs. packaging innovations in the future of the semiconductor industry.

Episode 2: The Business of Going Vertical

Ben Bajarin and Jay Goldberg discuss the main reasons and strategies why technology companies are increasingly making their own silicon.

The Circuit Ep:1 - Introductions

Ben Bajarin and Jay Goldberg introduce The Circuit and discuss why a dedicated podcast about the business and industry of semiconductors is needed and relevant.

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