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The Circuit
Podcast On the Business of Semiconductors
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Thematic (Sector/Industry)
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16 Dec 2024 13:49
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Podcast
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!
Broadcom reported strong earnings with a focus on AI and custom silicon, highlighted their success in AI with key customers like Google and Apple,...
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Intel Corp
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10 Dec 2024 13:44
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Podcast
Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value
Ben and Jay discuss the recent changes at Intel, including the departure of CEO Pat Gelsinger and potential strategies for the company's future...
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Apple
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19 Nov 2024 09:49
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Podcast
Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger
Apple's detailed and architecture-focused presentations highlight their commitment to performance per watt, integration of hardware, software, and...
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ARM Holdings
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13 Nov 2024 11:47
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Podcast
Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview
In this episode of The Circuit podcast, various semiconductor companies including ARM, Qualcomm, Intel, and Nvidia are discussed, with a focus on...
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Thematic (Sector/Industry)
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06 Nov 2024 16:57
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Podcast
Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud
In summary, the semiconductor industry is experiencing shifts in market dynamics, with companies like Qorvo and Qualcomm making strategic decisions...
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