Research Archive

January 19, 2024 / Ben Bajarin

Highlights from CES for the Semiconductor Landscape

In this episode of The Circuit, 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…

November 28, 2023 / Ben Bajarin

Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products

In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss the role technology exploration plays in showcasing the limitations of our current computing capabilities. Below is a summary of the topics covered. Exploring the Edge of Tomorrow: Technology’s Frontier in Consumer Products In today’s fast-paced world where consumer products are integrating cutting-edge…

November 13, 2023 / Ben Bajarin

Arm Earnings: What We Learned About Growth, Competition, and Investor Expectations

In the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss Arm’s latest quarter, which also happens to be their first earnings quarter as a public company. Below is a summary of topics covered on the podcast. Chip designer Arm recently reported quarterly earnings that beat expectations and raised guidance for the full…

November 1, 2023 / Ben Bajarin

Apple, Qualcomm, Arm, x86 and Increased Silicon Competition

In the latest episode of the Circuit Ben Bajarin and Jay Goldberg discuss the increased competition coming in semiconductors and specific to the personal computer space. Qualcomm Doubles Down on Custom Arm At Snapdragon Summit, Qualcomm confirmed that all of its future products will utilize its own customized ARM core designs rather than off-the-shelf ARM…

October 25, 2023 / Ben Bajarin

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…

October 16, 2023 / Ben Bajarin

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,…

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