Research Archive

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…

August 21, 2023 / Ben Bajarin

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…

August 15, 2023 / Ben Bajarin

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…

August 7, 2023 / Ben Bajarin

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…

July 17, 2023 / Ben Bajarin

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…

Trusted by 80% of the top 10 Fortune 500 technology companies