Research Archive

October 2, 2023 / Ben Bajarin

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:…

September 26, 2023 / Ben Bajarin

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…

September 18, 2023 / Ben Bajarin

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,…

September 11, 2023 / Ben Bajarin

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…

September 5, 2023 / Ben Bajarin

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…

August 28, 2023 / Ben Bajarin

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…

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