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 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

E131 • 46 mins • Aug 17, 2025

Recent Episodes

Aug 17, 2025

EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Talking NeoClouds, Another Week for Intel!

E131 • 46 mins

Aug 11, 2025

EP 130: AMD Earnings Insights, AI Networking The New (not so new) Hot Segment, GPT 5!

E130 • 50 mins

Aug 4, 2025

EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings

E129 • 58 mins

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

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