Best Ben Bajarin Podcasts (2024)

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Episode 73: Nvidia's Moment, and The "Platformization" of GPUs 41:53

4d ago41:53

41:53

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…

1
Episode 72: Apple Intelligence and Closed Loop Private Computing 32:53

11d ago32:53

32:53

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 44:21

17d ago44:21

44:21

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!!!!!!!! 51:46

26d ago51:46

51:46

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 47:03

1M ago47:03

47:03

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 37:57

1M ago37:57

37:57

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 42:20

2M ago42:20

42:20

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) 36:01

2M ago36:01

36:01

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! 40:04

2M ago40:04

40:04

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) 39:34

2M ago39:34

39:34

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? 44:25

2M ago44:25

44:25

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 30:06

3M ago30:06

30:06

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 49:07

3M ago49:07

49:07

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 45:19

3M ago45:19

45:19

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 49:56

3M ago49:56

49:56

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…

1
Episode 58: Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling 43:38

4M ago43:38

43:38

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…

1
Episode 57: MWC 2024 Observations and Insights 44:43

4M ago44:43

44:43

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 49:52

4M ago49:52

49:52

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 40:34

4M ago40:34

40:34

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 38:22

5M ago38:22

38:22

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 41:31

5M ago41:31

41:31

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…

1
Episode 51: Intel Earnings and Foundry Trends 37:16

5M ago37:16

37:16

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 37:36

5M ago37:36

37:36

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 40:15

5M ago40:15

40:15

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 39:59

6M ago39:59

39:59

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) 42:09

6M ago42:09

42:09

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 36:34

7M ago36:34

36:34

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 39:28

7M ago39:28

39:28

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 33:29

7M ago33:29

33:29

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 38:40

7M ago38:40

38:40

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.By Ben Bajarin and Jay Goldberg

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Episode 42: Analyzing Arm's First Q Earnings as a Public Company 38:24

8M ago38:24

38:24

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.By Ben Bajarin and Jay Goldberg

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Episode 41: B2B The Story of Qualcomm 32:56

8M ago32:56

32:56

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.By Ben Bajarin and Jay Goldberg

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Episode 40: Apple M3, Qualcomm X Elite, and Increased Competition for X86 43:55

8M ago43:55

43:55

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.By Ben Bajarin and Jay Goldberg

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Episode 39: TSMC Earnings- Canary in the Coal Mine, and Process Technology Competition 41:59

8M ago41:59

41:59

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.By Ben Bajarin and Jay Goldberg

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Episode 38: The Future of Transistor Design and Advanced Packaging 33:09

9M ago33:09

33:09

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.By Ben Bajarin and Jay Goldberg

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Episode 37: Updated Thoughts on Entity Lists 29:24

9M ago29:24

29:24

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.By Ben Bajarin and Jay Goldberg

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Episode 36: The Wide World of Memory 37:03

9M ago37:03

37:03

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 34:32

9M ago34:32

34:32

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 TimingBy 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 40:35

9M ago40:35

40:35

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 sanctionsBy Ben Bajarin and Jay Goldberg

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Episode 33: The Land of IoT with Guest Stacey Higginbotham 33:21

10M ago33:21

33:21

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.By Ben Bajarin and Jay Goldberg

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Episode 32: Nvidia and the AI Raging Bull 45:32

10M ago45:32

45:32

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.By Ben Bajarin and Jay Goldberg

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Episode 31: The Arm F1 and Pending IPO 42:14

10M ago42:14

42:14

Ben Bajarin and Jay Goldberg discuss the Arm F1 takeaways, challenges, and IPO upside. Show note links: Register Report on Graviton RevenueBy Ben Bajarin and Jay Goldberg

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Episode 30: Intel / Tower Semi Deal, Capacity Challenges, and Leading Edge $$$ 34:47

10M ago34:47

34:47

Ben Bajarin and Jay Goldberg discuss the Intel - Tower Semi deal falling through. They discuss the increasing challenge of global semiconductor M&A. They also dig into foundry capacity challenges and the economic opportunity for TSMC competitors at the leading edge.By Ben Bajarin and Jay Goldberg

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Episode 29: The Myth of Semiconductor Industry Deglobization 28:32

11M ago28:32

28:32

Ben Bajarin and Jay Goldberg discuss some of the recent political narratives from different countries around their desire to lessen dependence on certain nations. They discuss how much of this narrative dismisses the deeply intertwined global supply chain that makes up the semiconductor industry.By Ben Bajarin and Jay Goldberg

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Episode 28: A Whole Lot of Custom Going On 40:43

11M ago40:43

40:43

Ben Bajarin and Jay Goldberg discuss where and why more custom silicon is showing up in pockets of the industry. They also dive into Amazon's overall strategy with custom silicon and sometimes this strategy gets talked about and other custom efforts get no airtime.By Ben Bajarin and Jay Goldberg

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Episode 27: Industry Cyclicality On Display in Big Semi Co. Earnings 39:21

11M ago39:21

39:21

Ben Bajarin and Jay Goldberg explain some of the nuanced dynamics of the semiconductor industry cyclicality. They outline the challenges in areas like data center spending, PC market doldrums, and softness in smartphones and what that may mean for 2024 if AI is a true computing inflection point.By Ben Bajarin and Jay Goldberg

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Episode 26: A Thesis on AI's Impact on Semi Segments 34:28

11M ago34:28

34:28

Ben Bajarin and Jay Goldberg discuss Jay's recent article and flesh out a thesis related to AI's impact on different segments of the semiconductor industry.By Ben Bajarin and Jay Goldberg

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Episode 25: Challenges for the Semiconductor Industry to Grow to $1 Trillion 43:19

12M ago43:19

43:19

Ben Bajarin and Jay Goldberg discuss the opportunities and challenges facing the semiconductor industry growing to a trillion-dollar industry by 2030, as some predict. They explore foundry opportunities and challenges, chiplets, and the role of scarce resources like material and energy.By Ben Bajarin and Jay Goldberg

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Episode 24: The Arm CPU Datacenter Potential 39:23

12M ago39:23

39:23

Ben Bajarin and Jay Goldberg explore the potential for Arm CPUs in the datacenter and whether they can truly challenge x86's dominance when it comes to datacenter CPU workloads.By Ben Bajarin and Jay Goldberg