Research Archive
Insights and Takeaways from Nvidia GTC
On the latest episode of the Circuit, Ben Bajarin and Jay Goldberg discuss their observations and takeaways from Nvidia GTC. Summary 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…
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…
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…
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…
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…
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…