Ben Bajarin and Jay Goldberg

The Circuit

Explore the semiconductor industry through insightful discussions on market trends, business strategies, and innovations shaping this vital technology sector.

Listen on Apple Podcasts

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

E119 • 33 mins • May 19, 2025

Recent Episodes

May 19, 2025

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

E119 • 33 mins

May 12, 2025

Episode 117: Talking Apple in China with Patrick McGee

E118 • 47 mins

May 6, 2025

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

E117 • 52 mins

Apr 28, 2025

Episode 115: Intel Earnings, TSMC Symposium, Tariff Updates...

E116 • 38 mins

Apr 21, 2025

Episode 114: More Semi Tariff Chaos, Lip Bu's Plan, TSMC Earnings

E115 • 45 mins

Language
English
Country
United States
Feed Host
Request an Update
Updates may take a few minutes.