The Circuit

Ben Bajarin and Jay Goldberg discuss new competitive dynamics emerging in semis thanks to AI. They also highlight a few takeaways from AMDs recent AI and Datacenter day they attended.  

Ben Bajarin and Jay Goldberg discuss Apple's latest technology product and platform in Apple Vision Pro (AVP). The look at what was learned about the underlying technology, Ben's experience having a demo, and where the competitive implications for others. 

Ben Bajarin and Jay Goldberg are joined by special guest Calista Redmond, CEO of RISC-V international.  They discuss RISC-V and what makes it unique, as well as emerging applications for RISC-V and how this new platform opens up new opportunities in silicon innovation. 

In this episode, Ben Bajarin and Jay Goldberg discuss how Apple's approaches to designing their silicon and explore some of the fundamental reasons Apple silicon is such a significant competitive advantage for Apple. 

In this episode, Ben Bajarin and Jay Goldberg discuss the ways AI developers can take advantage of on-device processing to help reduce costs on cloud AI, improve accuracy, safety, and privacy. 

Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies.  Many semiconductor companies, are also software companies, but should that count in an analysis of their moat or value differentiation? 

In this episode, we pilot a new series called Back to Basics. Sharing stories and anecdotes around key companies in the semiconductor industry. 

Ben Bajarin and Jay Goldberg discuss some learnings from Mediatek's analyst day and explore their overall story, narrative, and growth prospects. Can Mediatek offer a new element of competition in new markets? 

Ben Bajarin and Jay Goldberg discuss the narrative that some assert that the semiconductor industry's growth cycle is over. They discuss important dynamics of the semiconductor industry like cyclicality, pricing leverage, supply constraints, and more that play into how best to measure industry growth and supporting dynamics. 

In this episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the semiconductors' growth opportunities and market breakdowns in the data center.  The datacenter is one of the most attractive growth revenue opportunities for semiconductors, and Jay and Ben discuss why. Link to Jay's article for relevant reading.  Enterprise Electronics | Digits to Dollars