The Circuit
Hosted by Ben Bajarin and Jay Goldberg
tech · AI · semiconductors
About
A podcast about the business and market of semiconductors
Recent episodes
See all on Apple Podcasts- Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
- Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
- Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
- EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
- Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
How to pitch
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