The Circuit | Lyssna här | Poddtoppen.se
A podcast about the business and market of semiconductors
A podcast about the business and market of semiconductors
Fler avsnitt av The Circuit
Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack
2026-10-12
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1 tim
+
Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
2026-10-06
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58 min
+
Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
2026-09-28
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50 min
+
Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
2026-09-21
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50 min
+
EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
2026-09-15
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30 min
+
Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
2026-09-07
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51 min
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EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
2026-08-31
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53 min
+
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
2026-08-24
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38 min
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EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
2026-08-17
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56 min
+
EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
2026-08-10
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40 min
+
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