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Arm F1, and IPO Prospects
This summary is from Episode 31 of The Circuit, which analyzed the Arm F1 filing. Chip design firm Arm Holdings recently filed for an initial public offering (IPO), marking a return to the public markets after being acquired by SoftBank in 2016. Arm licenses processor architectures and chip designs to major semiconductor companies like…
The Competitive Landscape in the Global Semiconductor Foundry Industry
This is a summary of Episode 30 of the Circuit with Ben Bajarin and Jay Goldberg. The semiconductor foundry business plays a crucial role in supplying leading-edge chips for everything from smartphones to data centers. As demand for semiconductors continues to grow, there is increasing attention on the competitive dynamics between the major foundry players…
The Globalization of Semiconductors: Challenges of Onshoring Production
This brief highlights the main points discussed by Ben Bajarin and Jay Goldberg on Episode 29 of The Circuit. Semiconductors have emerged as an area of intense economic and political focus in recent years. With countries around the world seeking to reshore production capacity, the industry faces major challenges in localization. This podcast summarizes expert…
The Rise of Custom Silicon
This is an excerpt from the latest Episode of The Circuit with Ben Bajarin and Jay Goldberg. While much of the technology industry relies on merchant silicon from companies like Intel, AMD, and Nvidia, research shows more major players are quietly turning to custom chip designs. In a recent discussion, industry analysts Ben Bajarin…
Samsung’s Unpacked: Redefining the Future – The Responsibility of Shaping a Market
Since Monday, I’ve been in South Korea to meet with Samsung’s executives and attend Samsung Unpacked. What has become the summer appointment with foldable saw the arrival of the 5th generation of the Galaxy Z Fold and the Galaxy Z Flip. These two devices hit the market as competition from brands such as Motorola, made…
The AI Semiconductor Opportunity
This is a highlight summary of Episode 26 of The Circuit with Ben Bajarin and Jay Goldberg. Industry analysts recently debated the impact of AI on the semiconductor market and which companies stand to benefit most from this disruptive trend. They see three critical questions shaping the AI chip sector: Will AI spur…
