Über diesen Podcast
A podcast about the business and market of semiconductors
184 Folgen · technology
The Circuit
Über diesen Podcast
A podcast about the business and market of semiconductors
Neue Folgen
- EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes31. Aug. · 53 Min.
- EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt23. Aug. · 39 Min.
- EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset17. Aug. · 56 Min.
- EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness9. Aug. · 41 Min.
- EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch3. Aug. · 1 Std. 04 Min.
- EP 185: AMD Advancing AI, Intel Earnings and WFE Demand27. Juli · 55 Min.
- Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis20. Juli · 59 Min.
- EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors14. Juli · 47 Min.
- EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback6. Juli · 59 Min.
- EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia29. Juni · 1 Std. 03 Min.
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