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The State of Intel via Innovation Summit
Below a summary of topics covered in the latest episode of The Circuit with Ben Bajarin and Jay Goldberg. Last week, Intel held its annual Innovation event where it provided updates on its product roadmap and manufacturing progress. While there were no major surprises, the event gave some insights into Intel’s strategic direction. Here are…
Apple A17 Pro, Arm IPO, Huawei Kirin 9000, China’s Ambitions
This is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initial public offering (IPO) on September 13,…
The Land of IoT
This is a summary of the most recent episode of the Circuit with Ben Bajarin and Jay Goldberg. On this episode, guest Stacey Higginbotham shared her excellent insights into the land of IoT. The Internet of Things (IoT) refers broadly to adding computing power and connectivity to everyday objects and devices, representing a major…
Nvidia and the AI Raging Bull
Ben Bajarin and Jay Goldberg discussed Nvidia’s latest earnings report and the state of the AI market on a recent episode of their podcast, The Circuit. Key points from the podcast: – Nvidia reported very strong Q2 earnings, crushing expectations. Demand was unprecedented despite pre-quarter debates over whether they would miss. – Some questions remain…
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…
