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.

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EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

E128 • 31 mins • Jul 28, 2025

Recent Episodes

Jul 28, 2025

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

E128 • 31 mins

Jul 21, 2025

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

E127 • 45 mins

Jul 14, 2025

EP 125: What's Going on with RISC-V? Update on Intel, Everything is AI!

E126 • 39 mins

Jul 1, 2025

Episode 124: The State of The Japanese Semiconductor Industry

E125 • 44 mins

Jun 23, 2025

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

E124 • 41 mins

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