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TSMC Earnings: Canary in the Coal Mine, Competition in Process Technology
On the latest episode of The Circuit, Ben Bajarin and Jay Goldberg discuss how TSMC earnings give us indications into market trends, pockets of recovery, and how a coming battle in process technology is looming between TSMC and Intel. Steady Performance Across the Board TSMC reported solid results that were slightly better than expected.Their…
The Coming Spatial Computing Battle
We are on the cusp of some interesting times in the technology industry as a battle is looming between Apple and Meta over spatial computing/mixed reality. In case it isn’t totally obvious, the battle will first begin as a war over words as Apple will look to standardize Spatial Computing and Meta will look to…
The Future of Semiconductors (Logic): Transistor Design and Advanced Packaging
This week on The Circuit, Ben Bajarin is joined by guest Huiming Bu Vice President, Global Semiconductor R&D. Below is a summary of the topics covered in their conversation. The semiconductor industry is currently in a period of unprecedented complexity and competition. As we look to the future, major innovations will be needed across hardware,…
Pixel 8 Pro: Google’s AI powered super phone
The Google Pixel 8 Pro is the tech giant’s latest flagship smartphone, and it is a device that truly pushes the boundaries of what we can expect from on-device artificial intelligence (AI). The driving force behind these advancements is the Tensor G3 chip, Google’s semi-custom-designed system on a chip (SoC) that is built specifically to…
The Complex Dynamics of US-China Semiconductor Trade Restrictions
This is a summary of the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Congress has recently raised concerns about open-source architecture RISC-V and the potential need for restrictions due to its use by Chinese companies. However, experts agree it will be extremely difficult to actually restrict RISC-V given its open source…
Innovations in Memory Technology
Memory is one of the most critical components of computing, yet most of us don’t think much about it. On a recent episode of The Circuit podcast, hosts Ben Bajarin and Jay Goldberg interviewed memory expert Steven Woo to discuss the latest developments in memory technology. Here is an expanded summary with some additional details:…
