Over deze podcast
A podcast about the business and market of semiconductors
184 afleveringen · technology
The Circuit
Over deze podcast
A podcast about the business and market of semiconductors
Nieuwste afleveringEp 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier
Recente afleveringen
- 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 u 04 min
- EP 185: AMD Advancing AI, Intel Earnings and WFE Demand27 jul · 55 min
- Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis20 jul · 59 min
- EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors14 jul · 47 min
- EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback6 jul · 59 min
- EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia29 jun · 1 u 03 min
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