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Ben Bajarin and Jay Goldberg
The Circuit
A podcast about the business and market of semiconductors
Listen now
Ratings & Reviews
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5.0 stars from 19 ratings
Informative and Attractive
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“Thank you so much for creating these podcasts. I have learned a lot about the chip industry. As learn more, I am more open to investing. If I may, you both have very handsome voices. Do you accessorize? Have you ever considered a clever hat or snappy suspenders? Both can be exhilarating! Keep up...”Read full review »
Joebagofdonuts via Apple Podcasts ·
United States of America ·
11/21/23
Great for us new guys
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“I’ve been looking for a podcast to build my knowledge on the industry as I’m one of the newer recruits. The podcasts are easy to follow and packed with information, I would love to see more back to the basics episodes!”
y is ever nickname taken via Apple Podcasts ·
United States of America ·
06/20/23
Truly valuable and easy to digest
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“Thanks for such a good podcast…not with wild takes but measured, balanced views that are followed up with simple explanations and arguments”
C35hanssolo via Apple Podcasts ·
United States of America ·
06/03/23
Recent Episodes
Episode Summary
The recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indicate a slowdown in...
Published 04/22/24
Published 04/22/24
This episode of The Circuit discusses the recent trend of companies developing their own custom CPUs and accelerators for AI workloads. Google, Amazon, and Microsoft have all announced their own custom chips, while Facebook and Marvell are also entering the custom chip market. The conversation...
Published 04/15/24
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