A podcast about the business and market of semiconductors
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The weekly Tech.pinions podcast offers a hard-hitting analysis of the most important tech industry stories and trends, with key insights from well-respected analysts. In a fun, conversational style, the program aims at going beyond the headlines and talks about the potential long-term impact of tech-related news announcements. The Tech.pinions podcast is hosted by TECHnalysis Research president and radio veteran Bob O’Donnell and Tech.pinions founder Ben Bajarin, and features Carolina Milane ...
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If you enjoyed this podcast and would like to hear more, the best thing you can do is subscribe to Apple 3.0. Try it for $10 a month or sign up for $100 a year. Subscribers get my investor news three days before it goes public and a free pass to one of the most civilized Apple discussion boards on the internet.
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Episode 83: The Earnings Heard Round the World (NVDA)
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In this episode, Ben Bajarin and Jay Goldberg discuss NVIDIA's recent earnings and the challenges of managing expectations in the stock market. They touch on the mispronunciation of NVIDIA, the volatility of the stock, and the impact of whisper numbers on investor sentiment. They also discuss the role of NVIDIA's CEO, Jensen Huang, and the difficul…
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Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
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This week Ben and Jay are joined by AMD's EVP of Datacenter Solutions Forrest Norrod. AMD's acquisition of ZT Systems is a strategic move to enhance its position in the data center and AI market. ZT Systems is a leading systems design company focused on hyperscalers, with expertise in customized server and rack designs. By integrating ZT's design c…
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Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design
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In this episode, Ben Bajarin and Jay Goldberg discuss the tectonic shift happening in the semiconductor industry due to the rise of AI. They highlight the need for substantial improvements in energy-efficient computing performance and the importance of reducing power consumption. The conversation also touches on the role of companies like Applied M…
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Episode 79: Not Your Grandfathers Data Center
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In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the stock market and the semiconductor industry. They explore the factors that may be contributing to the recent fluctuations in stock prices and the challenges faced by the semiconductor market. They also delve into the changing dynamics of data center design and the implic…
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Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?
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This episode of The Circuit covers the recent earnings reports of semiconductor companies, including AMD, Arm, Qualcomm, and Intel. The hosts discuss the market sentiment, the strength of the data center infrastructure, and the growth potential of these companies. They highlight the cleverness of Arm's business model and the positive trends in thei…
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Episode 77: Asia Semis Tour
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In this episode, Ben Bajarin and Jay Goldberg discuss their observations and insights from their recent trip to China. They cover topics such as the challenges of semiconductors in China, the economic sentiment in the country, the impact of Huawei's comeback, the state of the semiconductor industry in China, the focus on AI and EVs, the impact of U…
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Episode 76: Tales of Analog Semis, TSMC Earnings and Foundry Competition
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In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. They analyze the challenges and opportunities in the semiconductor industry, particularly in the areas of automotive, IoT, and AI. They also explore the pricing dynamics and competitive landscape betwee…
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Episode 75: The AI Big $$$ Question
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The conversation explores the question of how to monetize the massive investment in AI infrastructure and hardware. There is a mix of pessimism and optimism regarding the potential returns on this investment. The thesis is that AI is currently being used as a feature to improve existing processes, but there is a lack of consumer use cases that can …
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Episode 74: Deep in the Weeds in Cryptography (not crypto)
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In this episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Scott Best to discuss cryptography. They explore the origins of cryptography, including Scott's personal journey and early experiences with decoding secret messages. They also delve into the practical applications of cryptography in everyday life, such as secure web browsing…
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Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
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Nvidia briefly became the most valuable company in the world by market cap, surpassing Apple. This milestone highlights Nvidia's dominance in the semiconductor industry and its position as a leading company in AI computing. However, there are concerns about the sustainability of Nvidia's growth and the disconnect between its stock performance and t…
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Episode 72: Apple Intelligence and Closed Loop Private Computing
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Apple announced Apple intelligence, integrating AI in a very Apple way. They are focusing on on-device AI to align with their privacy philosophy. The features are only available on the most recent Apple Silicon iPhone pro and newer models. The implementation of AI is focused on useful feature-centric applications rather than general AI. Apple's inf…
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Episode 71: Computex 2024 - Main Takeaways and Key Debates Emerging
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Computex has evolved into an important tech trade show, with a focus on gaming, GPUs, and components for gaming and PCs. The show has seen a shift towards data center components and AI servers, which have become a significant category. AMD and Intel are both making chips for AI PCs, with AMD leading in NPU tops. Qualcomm's Snapdragon is ahead in pe…
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Episode 70!!! NPUs!!!!!!!!
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With Special guests, Austin Lyons and Paul Karazuba! The conversation covers the topic of NPUs (Neural Processing Units) and delves into their architecture, performance, and relevance in the semiconductor industry. The discussion also addresses the use of tops per watt as a metric for NPU performance and the design origins of NPUs, including the us…
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Episode 69: Google Silicon, Microsoft BUILD NPUs, and NVDA Earnings
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In this episode, Ben Bajarin and Jay Goldberg discuss the recent Google I/O event and the introduction of new TPUs and CPUs. They also explore the ARM architecture in the data center and the potential for switching between different ARM CPUs. Additionally, they touch on Qualcomm's launch of Windows on ARM and the significant adoption of Qualcomm SK…
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Episode 68: The Wide World of FPGAs
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In this episode of The Circuit, Ben Bajarin interviews Esam Elashmawi, Chief Strategy and Marketing Officer of Lattice, about the world of Field-Programmable Gate Arrays (FPGAs). They discuss the basics of FPGAs, their unique capabilities, and their pervasiveness across various applications. They also explore the advantages of FPGAs over Applicatio…
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Episode 67: A Conversation with Aart de Geus on EDA and the Future of Silicon Design
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In this episode of The Circuit, Ben Bajarin and Jay Goldberg interview Aart de Geus, the executive chair and co-founder of Synopsys, about the semiconductor industry and the evolution of electronic design automation (EDA). They discuss the concept of EDA and how it allows designers to simulate and optimize circuits without physically building them.…
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Episode 66: Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)
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In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on the sectors of data centers, PCs, mobile, automotive, and industrial semiconductors. They analyze the performance of companies like Intel, AMD, Nvidia, Apple, Qualcomm, and NXP, and explore the factors influencing …
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Episode 65: Capex to the Moon!
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Summary In this episode, Ben Bajarin and Jay Goldberg discuss the skyrocketing capex by cloud hyper scalers and its implications. They explore the significant growth in capex spending by companies like Google, Microsoft, and Amazon, and the connection between capex and revenue growth. They also discuss the challenges of monetizing AI investments an…
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Episode 64: Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)
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Episode Summary The recent downturn in semiconductor and AI-related stocks has sparked concerns about a bubble. The volatility in these stocks can be attributed to the unpredictability of retail investors and traders. The market is experiencing a correction, but it does not indicate a slowdown in AI. The hype around AI has been tempered by the real…
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Episode 63: The Continued March of Custom Silicon, is it Sustainable?
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This episode of The Circuit discusses the recent trend of companies developing their own custom CPUs and accelerators for AI workloads. Google, Amazon, and Microsoft have all announced their own custom chips, while Facebook and Marvell are also entering the custom chip market. The conversation also touches on the challenges and trade-offs of custom…
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Episode 62: Intel Foundry Financials and CHIPS Act Strategies
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Summary In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Intel Foundry Services (IFS). They analyze the financial details, including the higher costs and lower margins than expected, and the potential for improvement in the future. They also discuss the impact…
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Episode 61: A Holistic Analysis of Nvidia
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In this episode, Ben Bajarin and Jay Goldberg discuss the competition faced by Nvidia in the semiconductor industry. They explore various competitors, including AMD, Intel, and startups like Grok, Etched, and Cerebras. They also delve into the threat posed by custom silicon and the strategies of hyperscalers like Google, Microsoft, Facebook, and Am…
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Episode 60: Takeaways, observations, and insights from Nvidia GTC
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Nvidia's recent keynote highlighted their dominance in the data center and their position as a platform company. They offer a full stack solution and are recognized for their sum of the parts story. While some customers may be concerned about getting locked into Nvidia's ecosystem, many appreciate the simplicity and turnkey nature of their offering…
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Episode 59: Discussing All Things AI Accelerators With Austin Lyons
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In this conversation, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the semiconductor industry and the role of AI accelerators. They cover topics such as the future of Intel, the spectrum of AI accelerators, the dominance of Nvidia in training, the failure of accelerator startups, and the debate between general-purpose and specialized acceler…
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Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling
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In this episode, Ben Bajarin and Jay Goldberg discuss the thermal problem faced by data centers and other electronic devices. They are joined by Carl Schlachte, the CEO of Ventiva, a company that provides innovative cooling solutions. The conversation covers the origin story of Ventiva, the challenges faced by the company, and the unique technology…
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Episode 57: MWC 2024 Observations and Insights
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Summary In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the infrastructure side of telecom at Mobile World Congress. They highlight the importance of the show for telecom operators and the focus on networking and telecom infrastructure. The conversation covers the current state of 5G deployment and the upcoming transition to 6G…
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IFS Connect Takeaways | Nvidia Earnings as the New Semiconductor King
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Summary This episode of The Circuit discusses the recent Intel Foundry event and Nvidia's earnings. The conversation explores Intel's focus on becoming a leading foundry and its bet on advanced packaging. The hosts also discuss concerns about Intel's culture and execution, as well as the response from TSMC. The episode concludes with predictions ab…
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Episode 55: Intel IFS Economics and Last Fabs Standing
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Summary In this episode, Ben Bajarin and Jay Goldberg discuss the puzzle of Intel foundries and the challenges of determining their revenue. They explore historical economics data points and the exit zone for leading-edge fabs. They analyze the revenue and financial projections for Intel Foundry Services (IFS) and the need for external customers. T…
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Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
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Summary The conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. It explores the idea of negotiation and leaked stories as part of the process. The conversation also delves into the simultaneous demand for compute in both hardware and software industries and the nee…
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Episode 52: AI and Outsized Expectations
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Summary In this episode, Ben Bajarin and Jay Goldberg discuss the outsized expectations for AI growth and the impact on stock market reactions. They explore the challenges of modeling AI growth and the difficulty of charging more for AI features. They also discuss the potential for AI to accelerate refreshment cycles and the importance of realistic…
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Episode 51: Intel Earnings and Foundry Trends
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Summary In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings call and the challenges the company is facing. They analyze the guidance provided by Intel and the concerns raised by investors. The conversation also delves into Intel's core businesses, including the consumer and data center groups, and the impact of competition…
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Episode 50: TSMC Earnings Set Stage for 2024
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Summary In this conversation, Ben Bajarin and Jay Goldberg discuss the latest news and trends in the semiconductor industry, with a focus on TSMC's strong earnings and growth forecast. They explore the importance of AI in TSMC's business and the strong position of NVIDIA in the AI market. They also discuss the challenges of designing AI-first silic…
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Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook
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Summary In this episode, Ben Bajarin and Jay Goldberg discuss their experience at CES and the presence of AI in various products. They explore the evolution of massage chairs and the AI wash in the industry. They also analyze the two tracks of AI at CES, with a more muted presence in big vendor booths and a greater focus in Eureka Park. The convers…
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Episode 48: Semiconductor Industry Wish Lists for 2024
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Summary In this episode, Ben Bajarin and Jay Goldberg discuss their hopes and predictions for the semiconductor industry in 2024. They cover topics such as the need for clarity of direction in automotive semis, the potential for partnerships and spin-offs in the industry, the importance of venture funding for semiconductor startups, the need for a …
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Episode 47: Event Season Insights (Marvell, AMD, Intel)
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Summary In this episode, Ben Bajarin and Jay Goldberg discuss recent semiconductor events, including Marvell's analyst day, AMD's Advancing AI event, and Intel's AI Everywhere event. They analyze the key takeaways from each event, including Marvell's focus on data infrastructure, AMD's new chiplet SOC and AI capabilities, and Intel's architectural …
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Episode 46: A Discussion with Arm CEO Rene Haas
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Summary In this conversation Ben Bajarin and Jay Goldberg have a discussion with Rene Haas, President of ARM, provides an overview of the company and its role as the brain that powers electronic devices. He explains ARM's business model of designing CPUs and licensing them to chip manufacturers. Haas discusses the value capture and increasing ARM's…
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Episode 45: The Japanese Semiconductor Industry
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The conversation explores the current state of the Japanese semiconductor industry and its history of decline in the 1990s. It discusses the structure of the industry, key players, and recent developments such as the establishment of Rapidus, a consortium aimed at advancing semiconductor fabrication in Japan. The conversation also touches on the vi…
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Episode 44: Silicon, Tech Exploration and the Awkward Journey of Progress
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In this week's episode, Ben Bajarin and Jay Goldberg chatted about companies pushing the limits of what is possible with technology and breaking new ground with new products and experiences. They discuss the impacts this has on the semiconductor landscape and why its a necessary, even if awkward, step to progress.…
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Episode 43: The Custom Silicon Trend Continues
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Ben Bajarin and Jay Goldberg dive into the recent announcements from Microsoft around their new custom silicon chips. They also discuss MediaTek's ambitions, shared from the MediaTek executive summit last week, where they are doubling down on helping people build custom silicon for the data center.Door Ben Bajarin and Jay Goldberg
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Episode 42: Analyzing Arm's First Q Earnings as a Public Company
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Ben Bajarin and Jay Goldberg analyze Arm's most recent quarterly earnings in this episode. These also happen to be Arm's first earnings report and investor call as a public company. Ben and Jay discuss the read from the earnings and the investor call and insights learned.Door Ben Bajarin and Jay Goldberg
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Episode 41: B2B The Story of Qualcomm
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In this episode of our short series in Back to Basics, Jay Goldberg shares the key moments in Qualcomm's story that led to the market position they have today.Door Ben Bajarin and Jay Goldberg
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Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86
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Ben Bajarin and Jay Goldberg discuss key news bits from Qualcomm's Snapdragon Summit, Apple's Scary Fast event where new M3 Apple Silicon was announced, and what it means for the market as a whole and for architecture competition.Door Ben Bajarin and Jay Goldberg
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Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition
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Ben Bajarin and Jay Goldberg share what they thought were the most interesting and telling takeaways from TSMC's earnings. Why TSMC can give us insight into semiconductor segment recovery, and the coming battle brewing with process technology competition.Door Ben Bajarin and Jay Goldberg
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Episode 38: The Future of Transistor Design and Advanced Packaging
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Ben Bajarin is joined by guest Huiming Bu from IBM Research to discuss the future of the transistor (design) and advanced packaging. They also discuss some of the larger technology challenges facing the semiconductor industry in the years to come.Door Ben Bajarin and Jay Goldberg
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Episode 37: Updated Thoughts on Entity Lists
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Ben Bajarin and Jay Goldberg discuss the anticipated update to the entity list facing US and China semiconductor relations. They also discuss the relevance of the RISC-V being discussed as potentially being regulated as it relates to China as well.Door Ben Bajarin and Jay Goldberg
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Episode 36: The Wide World of Memory
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Ben Bajarin and Jay Goldberg welcome guest Steven Woo, a Fellow at Rambus, to discuss the wide world of memory. The discussion covers how memory differs from logic, the many types of memory and their purpose and function, how to gauge innovation in memory advances, and the key applications driving the need to innovate more in memory.…
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Episode 35: The State of Intel via Their Innovation Summit
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Ben Bajarin and Jay Goldberg discuss the state of Intel as interpreted by what they saw and learned from Intel's Innovation Summit - Called Innovation. Topics: - Intel's products and product roadmap competitiveness - Read on What Public Investors took away - Intel's Foundry Opportunity and TimingDoor Ben Bajarin and Jay Goldberg
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Episode 34: A Semiconductor Hash - Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China's ambitions
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In this episode, Ben Bajarin and Jay Goldberg discuss a myriad of subjects from recent news in the semi-industry. Main topics: Apple A17 Pro Arm IPO Huawei Kirin 9000 China's Ambitions and the intent of sanctionsDoor Ben Bajarin and Jay Goldberg
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Episode 33: The Land of IoT with Guest Stacey Higginbotham
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On this week's episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Stacey Higginbotham to discuss the land of IoT. They cover everything from market segments, use cases, the unified software dream, key companies in silicon, and more.Door Ben Bajarin and Jay Goldberg
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Episode 32: Nvidia and the AI Raging Bull
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Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings, and the growth prospects for the company going forward. They discuss a number of key debates surrounding the company and if this is a bubble or a buildout technology cycle as it relates to AI and the demand on compute infrastructure.Door Ben Bajarin and Jay Goldberg
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