Podcast appearances and mentions of ben bajarin

In this episode, Ben Bajarin and Jay Goldberg are joined by special guest Michelle Johnston, CEO of Intel products.  They discuss the new culture shift at Intel, how Intel can use this new approach to compete and innovate in AI, how to invigorate x86 and Intel Architecture, and the opportunity for both product and foundry in the chiplet era. 

In this episode, Ben Bajarin and Jay Goldberg engage with Simi Sherman and Chaim Eisenberg from Chips and Wafers to explore the intricacies of the semiconductor industry. They discuss the importance of both qualitative and quantitative analysis in understanding market trends, the challenges of data collection, and the unique insights their company provides. The conversation delves into the competitive landscape of ASICs versus GPUs, the significance of tracking various data points, and how this information can be leveraged for predictive analysis in investments. In this conversation, Simi Sherman and Ben Bajarin delve into the intricacies of investment data, emphasizing the importance of using the right data points for informed decision-making. They discuss specific company examples, the predictive power of data, and the evolving landscape of the semiconductor industry, particularly the shift towards disaggregated designs and chiplets. The conversation highlights the gap between investor expectations and company performance, and concludes with insights into how analysts can leverage data to build a clearer picture of future trends.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent GTC event, highlighting its shift from graphics technology to a focus on AI and robotics. They share their emotional responses to the keynote, the crowded atmosphere, and their disillusionment with the lack of new AI demos. The conversation delves into Jensen Huang's defensive stance during the keynote, Nvidia's identity crisis, and the company's significant investments in R&D. They conclude by reflecting on the growing influence of GTC and its importance in the tech industry.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom operators, and the evolving role of software in the industry. The conversation also touches on Qualcomm's positioning, the dynamics of network processors, and humorous observations about the latest innovations, including humanoid robots and AI avatars. Finally, they tease an upcoming discussion about Apple's modem technology and its implications for the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Marvell and Broadcom, analyzing the competitive dynamics in the semiconductor market. They delve into Marvell's challenges with customer relationships and market positioning, contrasting it with Broadcom's strategic advantages. The discussion also touches on the implications of Apple's product updates and the overall market sentiment regarding capital expenditures and technology investments.

In this episode, Ben Bajarin and Jay Goldberg discuss Nvidia's recent earnings report, market reactions, and the implications for the future of AI and the company's stock performance. They analyze the current state of Nvidia's business, including product segmentation, enterprise demand, and geopolitical factors affecting the market. The conversation also touches on the volatility of Nvidia's stock and the behavior of retail investors in the context of AI advancements.

Nvidia (NVDA) didn't move much on its earnings report, but Ben Bajarin expects that to change on the conference call. He believes discussions around DeepSeek will prove to be a stock catalyst, especially with the CEO claiming that "demand for Blackwell is amazing."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss Apple's recent announcement of their C1 modem and the new iPhone 16E. They explore the implications of Apple's entry into modem technology, the positioning of the iPhone 16E in the market, and the potential impact on Qualcomm. The conversation also delves into the integration of modem technology within Apple's ecosystem and the future of 5G in Apple's products. In this conversation, Jay Goldberg and Ben Bajarin discuss the strategic moves of major tech companies like Apple and Broadcom, the ongoing challenges faced by Intel, and the implications of government intervention in the semiconductor industry. They also delve into the current state of the AI market, particularly focusing on Microsoft and Nvidia, and speculate on future earnings and market dynamics.

In this episode, Ben Bajarin and Jay Goldberg delve into the ongoing debate between ASICs and GPUs in the AI compute landscape, discussing the implications for companies like NVIDIA and AMD. They explore the role of custom silicon in hyperscalers' strategies and the potential for GPUs to regain market share. The conversation then shifts to the often-overlooked world of analog semiconductors, highlighting their significance in various applications, including automotive and robotics. The hosts emphasize the need for a deeper understanding of analog technology as it becomes increasingly relevant in the evolving tech landscape.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Qualcomm, AMD, and Arm, analyzing the surprising market reactions and investor expectations. They delve into Qualcomm's strong quarter but puzzling stock performance, AMD's ongoing struggle to establish itself in the AI market, and Arm's critical yet underappreciated role in the AI ecosystem. The conversation highlights the shifting dynamics in technology investments and the challenges companies face in meeting heightened investor expectations. In this conversation, Ben Bajarin and Jay Goldberg discuss the complexities surrounding Arm's intellectual property (IP) and its market dynamics, the confusion in revenue metrics, and the expectations investors have regarding growth. They delve into the trends in capital expenditures (CapEx) among major tech companies and the dual nature of cloud revenue, distinguishing between traditional cloud services and emerging AI workloads. The discussion also highlights the critical role NVIDIA plays in the AI market and the challenges it faces in meeting demand.

Jon Fortt and Morgan Brennan break down a big night for earnings with insights from Adam Crisafulli of Vital Knowledge and Scott Chronert of Citi Research. Ford CEO Jim Farley joins for an exclusive discussion on the automaker's latest results. Plus, Ben Bajarin weighs in on Qualcomm and Arm earnings, and MP Materials CEO James Litinsky unpacks China's dominance in rare earths market and how his company is working to bring the supply chain back to America.

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, focusing on their strategies related to AI and the semiconductor industry. They analyze Microsoft's approach to AI, Meta's success in monetizing AI, Apple's challenges in the current market, and Intel's uncertain position in the semiconductor landscape. The conversation highlights the ongoing evolution of AI and its implications for these companies' futures. In this conversation, Jay Goldberg and Ben Bajarin discuss Intel's recent earnings report, highlighting mixed results and ongoing challenges within the company. They delve into the implications of the CEO search, investor sentiment, and the strategic direction Intel must take moving forward, particularly in the context of AI and CPU innovation. The discussion emphasizes the need for a clear strategy and the importance of focusing on core competencies to navigate the competitive landscape.

Ben Bajarin talks about what's next for Apple after it reported mixed earnings. The biggest black eyes include sales weakness in its iPhone sales, particularly in China. He says iPhone innovation is necessary beyond the technology's current Apple Intelligence features. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss the recent market reactions to DeepSeek's AI model, its implications for the AI landscape, and the future of AI infrastructure investments. They explore the efficiency of DeepSeek's training methods, the skepticism surrounding AI valuations, and the potential of ambient agents in AI development. The conversation highlights the complexities of AI technology and the uncertainty in predicting its future applications.

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg welcome Jordan Schneider, founder of China Talk, to discuss the evolving landscape of US-China technology relations, particularly focusing on semiconductor restrictions. Schneider provides insights into the recent regulations imposed by the Biden administration, the motivations behind these changes, and the potential effectiveness of these measures in slowing down China's technological advancements. The conversation also explores the challenges and workarounds that Chinese companies may employ to navigate these restrictions, as well as the implications for the future of AI and semiconductor innovation. In this conversation, the speakers discuss the evolving landscape of AI technology, focusing on the competition between the US and China, the implications of hardware and software advancements, and the regulatory challenges faced by companies like Nvidia. They explore the potential for new technological paradigms and the impact of corporate pushback against AI regulations, while also considering the future dynamics of AI on a global scale.

In part two of this conversation, Ben Bajarin and Jay Goldberg discuss TSMC's recent quarterly performance, highlighting its strong growth driven by AI and changing dynamics in chip manufacturing. They explore the implications of AI on TSMC's business model, the challenges faced by NVIDIA in data center transitions, and the future of ASICs and custom chips. The discussion also touches on Intel's relationship with TSMC, the impact of edge AI, and ongoing acquisition rumors in the semiconductor industry.

Ben Bajarin is CEO of Creative Strategies and a Principal Analyst in the technology industry. He is also a great friend who got me started on AI, and he has been a thought partner in my usage of AI as an educator. Enjoy the ongoing conversation and what he sees as the next transformation for 2025!

In this episode, Ben Bajarin and Jay Goldberg reflect on their experiences at CES, discussing the varying levels of AI integration and the prevalence of AI washing. They explore the future of robotics, emphasizing a turning point in humanoid robotics and the potential for AI to enhance these technologies. The conversation shifts to the advancements in AR/VR technologies, highlighting the impact of the Chinese ecosystem on innovation and affordability. Finally, they delve into the semiconductor investment landscape, stressing the importance of technical understanding in evaluating companies within this sector.

In this episode, Ben Bajarin and Jay Goldberg discuss their predictions for 2025, focusing on market trends, investment strategies, and the impact of AI on various sectors. They explore the implications of the upcoming Consumer Electronics Show (CES), the potential for growth in semiconductor stocks, and the importance of software revenue in AI deployments. The conversation also touches on consumer electronics trends, the future of AR glasses, and the aerospace and military spending landscape. Finally, they speculate on the likelihood of a foldable iPhone release in the near future.

Artificial intelligence has been one of the most common buzzwords of late. But is it a tool to make life better, or something to fear? KCBS Radio report Matt Bigler spoke with tech analyst Ben Bajarin to answer these questions and more, on this episode of In Depth.

AI is turning up everywhere and somehow, it's finding its way into everything we own and use on a daily basis. But what is it, and why are so many people worried it's going to take over? Ben Bajarin, CEO of Creative Strategies, answers those questions and more in this In Depth conversation with KCBS Radio reporter David Welch.

Ben Bajarin says Apple's (AAPL) "let's keep it simple" A.I. approach is a part of the company's bull case. He expects Apple Intelligence to grow over time, and may become monetized, as more users become exposed to it. Turning to Microsoft (MSFT), Ben believes Copilot's rollout on an enterprise level will pay dividends for the company. On Nvidia (NVDA), he says the company remains well positioned for growth, even if it won't be as magnificent as 2024. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor market as they transition from 2024 to 2025. They analyze Nvidia's growth trajectory, the challenges faced by AMD and Intel, and the performance of other key players like Apple and Broadcom. The conversation also touches on the impact of AI on the semiconductor industry, the role of custom ASICs versus GPUs, and the future of cloud software in relation to hyperscalers like Microsoft and Google. The hosts provide insights into market trends and expectations for the upcoming year, emphasizing the importance of understanding the evolving landscape of technology and investment opportunities.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure in data centers, the competitive landscape with Broadcom, and the significance of custom HBM in AI silicon. They explore how Marvell is positioning itself as a data center company and the implications of custom solutions in the evolving semiconductor industry. The conversation also touches on Nvidia's dominance and the future of data centers, emphasizing the need for optimization and the potential for a shift back to more affordable solutions. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent developments surrounding Broadcom, particularly its stock surge attributed to optimism in AI. They delve into the company's market position, the significance of data center design, and the distinction between Total Addressable Market (TAM) and Serviceable Addressable Market (SAM). The discussion also covers the critical role of networking in AI, the rise of million-node data centers, and Broadcom's strategy regarding M&A and custom silicon. The conversation highlights the evolving landscape of AI and the competitive dynamics between major players in the industry.

In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's future. They explore the strategic direction Intel may take post-Gelsinger, the challenges of leadership transition, and the importance of product focus versus foundry operations. The conversation delves into the need for a growth strategy in a competitive landscape and the potential paths forward for Intel as it navigates these changes. In this conversation, Jay Goldberg and Ben Bajarin discuss the current state and future of Intel, focusing on its CPU market position, the challenges it faces with its Foundry strategy, and the implications of TSMC's market power. They explore the sentiment surrounding Intel, the role of the board in shaping its future, and the technological optimism tied to upcoming products. The discussion highlights the need for competitive foundries in the semiconductor industry and the potential consequences of TSMC's dominance.

In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.

Ben Bajarin says its hard to knock Nvidia (NVDA) after such a strong year, saying the challenge will be "expectations not demand." He points to demand for Hopper helping balance out Nvidia's ecosystem as it ramps up Blackwell chip production in 2025. Over the long run, he says that Nvidia's Hyperscaler customers may turn into its biggest competition. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this enlightening conversation, Ben Bajarin hosts Apple executives Tom Boger and Tim Millet to discuss the significance of Apple Silicon in the company's product ecosystem. They delve into the relentless pursuit of performance per watt, the integration of hardware and software, and Apple's unique approach to AI and on-device intelligence. The discussion also covers how Apple manages to push performance boundaries in a landscape where Moore's Law is slowing down, emphasizing the importance of architecture, design, and technology in their strategy.

In this episode, Ben Bajarin and Jay Goldberg discuss recent earnings reports from Arm and Qualcomm, analyzing market reactions and the implications of ongoing lawsuits. They delve into Qualcomm's diversification strategy, particularly in the automotive sector, and the potential impact of political changes on semiconductor policy. The conversation also touches on Nvidia's strong demand and supply constraints, highlighting the cyclical nature of the semiconductor industry and the challenges ahead.

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from AMD and Intel, focusing on market expectations, performance, and the challenges faced by both companies. They analyze AMD's struggle to meet high investor expectations in the AI market and Intel's ongoing turnaround efforts under CEO Pat Gelsinger, highlighting the balance between financial prudence and technological leadership. The conversation also touches on the mixed reactions from the market regarding Intel's recent earnings and the implications for its future. In this conversation, Jay Goldberg and Ben Bajarin discuss Intel's recent financial strategies, particularly focusing on their gross margins and the implications of their decisions. They delve into the cultural challenges within Intel that may affect its future, and explore the dynamics of the mobile technology market, including the performance of companies like MediaTek, Corvo, and Qualcomm.

Apple (AAPL) 4Q earnings come in above expectations, but the initial investor reaction is to the downside. Ben Bajarin provides context to the iPhone maker's latest figures, pointing to a "super-strong" customer ecosystem that is loyal to device upgrades. Ben says international markets should be closely watched in the new iPhone adoption cycle. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode, Ben Bajarin and Jay Goldberg discuss the Qualcomm Snapdragon Summit, highlighting the company's return to custom cores, advancements in AI integration, and innovations in automotive technology. They also delve into the competitive landscape of automotive software, Qualcomm's branding evolution, and the ongoing legal drama with ARM regarding licensing issues. The conversation provides insights into the semiconductor industry and Qualcomm's strategic positioning in the market. In this conversation, Jay Goldberg and Ben Bajarin delve into the complexities of the ongoing contract dispute between ARM and Qualcomm, exploring the broader implications for the tech industry, particularly in terms of intellectual property (IP) litigation. They discuss the necessity for collaboration between major players in the semiconductor space and examine ARM's growth potential in various markets, including data centers and automotive. The conversation also touches on insights from the recent RISC-V Summit, highlighting the current state and future prospects of RISC-V technology in the industry.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports from major semiconductor companies, focusing on ASML's disappointing results and TSMC's optimistic outlook. They explore the cyclical nature of the semiconductor industry, the implications of Intel and AMD's collaboration on x86 architecture, and the competitive pressures from ARM. The conversation highlights the complexities of the market and the challenges faced by these companies in navigating demand and supply dynamics. The conversation delves into the dynamics of Intel's marketing strategies, the significance of the Open Compute Platform Conference, and the emerging trend of nuclear energy in powering data centers. The speakers discuss the implications of these developments on the tech industry, particularly in relation to competition with Nvidia and the evolving landscape of energy solutions.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the recent AMD AI event, focusing on the advancements in CPU architecture, the competitive landscape with NVIDIA, and the importance of vertical integration in AI systems. They explore the role of CPUs in AI workloads, the complexities of total cost of ownership for hyperscalers, and AMD's growth projections in the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the dynamics of the AI accelerator market, the performance of AMD's stock in relation to market expectations, the future of inference and compute demands in AI, and the developments in autonomous vehicles. They explore the implications of AI advancements on semiconductor demand, the challenges of scaling autonomous technology, and the evolving landscape of AI capabilities.

In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the rapid evolution of AI technology and its implications for hardware and software. They explore the challenges faced by AI accelerators, the role of hyperscalers, and the investment landscape in AI startups. The conversation highlights the disparity between the fast-paced development of AI software and the slower advancements in hardware, particularly in the context of GPUs and dedicated AI accelerators. The speakers also delve into the future of real-time training and inference, emphasizing the need for integrated systems over disaggregated ones.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent announcements from Meta at MetaConnect, particularly focusing on their new AR glasses concept. They compare Meta's approach to Apple's Vision Pro, exploring the implications of custom silicon, product timing, and the importance of developer ecosystems. The conversation also touches on the role of Google in the AR/VR space, the potential for an open ecosystem, and the excitement surrounding future technologies in this rapidly evolving field.

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of Intel, focusing on its challenges, board dynamics, and the implications of activist investors. They delve into Intel's foundry strategy, customer relationships, and the significance of the 18A technology. The conversation also touches on Qualcomm's interest in Intel and explores hypothetical merger scenarios, concluding with insights on the future of CPUs in an AI-driven market.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent advancements in AI software, particularly focusing on OpenAI's new model and its implications for silicon architecture. They explore the challenges of inference costs, the need for silicon innovation, and the competitive landscape involving Nvidia and Google. The conversation highlights the rapid evolution of AI technology and the ongoing race to keep up with software demands.

In this episode, Ben Bajarin and Jay Goldberg discuss NVIDIA's recent earnings and the challenges of managing expectations in the stock market. They touch on the mispronunciation of NVIDIA, the volatility of the stock, and the impact of whisper numbers on investor sentiment. They also discuss the role of NVIDIA's CEO, Jensen Huang, and the difficulty of managing investor relations. The conversation covers topics such as the slowdown in growth, gross margins, and the sustainability of high gross margins in the semiconductor industry. In this conversation, Ben Bajarin and Jay Goldberg discuss the reasons why they are not concerned about a bubble popping in the tech industry. They highlight the high demand for NVIDIA's products, the company's superior total cost of ownership (TCO) relative to competitors, and the continued growth of AI and data center infrastructure. They also touch on the potential for NVIDIA to expand its software business. The conversation then shifts to Intel, with the news that the company is exploring strategic options, including spinning off its Foundry division. Ben and Jay discuss the challenges of spinning off Foundry and the potential for a white knight investor to step in and support Intel.Use code TC24 at wwic24.com

In this episode, Ben Bajarin and Jay Goldberg discuss the tectonic shift happening in the semiconductor industry due to the rise of AI. They highlight the need for substantial improvements in energy-efficient computing performance and the importance of reducing power consumption. The conversation also touches on the role of companies like Applied Materials in driving innovation and advancements in the industry. They discuss Intel's investments in advanced packaging and lithography, as well as the release of their PDK. The episode concludes with a discussion on the breakthrough in high NA EUV technology by Imec.

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the stock market and the semiconductor industry. They explore the factors that may be contributing to the recent fluctuations in stock prices and the challenges faced by the semiconductor market. They also delve into the changing dynamics of data center design and the implications for the growth of AI. Additionally, they touch on the automotive semiconductor market and the delays in product releases. Overall, they provide insights into the trends and challenges in the semiconductor industry.

This episode of The Circuit covers the recent earnings reports of semiconductor companies, including AMD, Arm, Qualcomm, and Intel. The hosts discuss the market sentiment, the strength of the data center infrastructure, and the growth potential of these companies. They highlight the cleverness of Arm's business model and the positive trends in their licensing and royalty revenue. They also analyze Qualcomm's performance, noting the anomaly in the automotive market and the misconception of Qualcomm as a PC play. Overall, the hosts provide insights into the semiconductor industry and the factors influencing the market. In this conversation, Jay Goldberg and Ben Bajarin discuss the recent earnings calls of Qualcomm and Intel. They analyze the key takeaways and discuss the challenges and opportunities faced by both companies. The conversation covers topics such as Qualcomm's diversification strategy, the importance of product competitiveness for Intel, and the need for management to execute effectively. They also highlight the significance of process improvement and the potential impact on future performance. Overall, the conversation provides insights into the current state and future prospects of these two tech giants.

In this episode, Ben Bajarin and Jay Goldberg discuss their observations and insights from their recent trip to China. They cover topics such as the challenges of semiconductors in China, the economic sentiment in the country, the impact of Huawei's comeback, the state of the semiconductor industry in China, the focus on AI and EVs, the impact of US sanctions, and the future of the industry. They also highlight the impressive technology they saw, such as surveillance cameras and manufacturing systems.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of NXP and Silicon Labs, as well as the latest updates from TSMC. They analyze the challenges and opportunities in the semiconductor industry, particularly in the areas of automotive, IoT, and AI. They also explore the pricing dynamics and competitive landscape between TSMC and Intel. Overall, the conversation highlights the importance of strategic vision, execution, and market demand in shaping the success of semiconductor companies.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg are joined by Scott Best to discuss cryptography. They explore the origins of cryptography, including Scott's personal journey and early experiences with decoding secret messages. They also delve into the practical applications of cryptography in everyday life, such as secure web browsing and firmware updates. Scott explains the concept of key size and how it determines the strength of encryption. The conversation concludes with a discussion on the future of cryptography and the potential impact of quantum computers.

Creative Strategies CEO Ben Bajarin joins us for the inaugural episode of “The Mac Observer Show.”  Topics tackled include: Thoughts on Apple and robotics  Why Apple would/will bring a foldable iPhone to market Why Apple crashed the car Early days for Apple Vision Pro Expectations and possibilities for Apple and AI

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Google I/O event and the introduction of new TPUs and CPUs. They also explore the ARM architecture in the data center and the potential for switching between different ARM CPUs. Additionally, they touch on Qualcomm's launch of Windows on ARM and the significant adoption of Qualcomm SKUs by major OEMs. The conversation covers various topics including the dynamics in the PC space, Nvidia's earnings, and the 10-to-1 stock split. The main takeaways include the strong position of Windows in the PC ecosystem, the growth of Nvidia's data center networking business, and the potential impact of a dedicated inference chip. The conversation also discusses the competition in different parts of Nvidia's stack and the volatility that may come with the stock split.

Rich talked about going to Seattle for two Microsoft events. One focused on their new CoPilot+ PCs and the other was the Microsoft Build developer conference.Rich talked about the new Recall feature on Windows computers that remembers everything on your screen.Bill in Julian wants a printer that he can print with from his phone but has no WiFi. Rich suggests looking for a printer with WiFi Direct capabilities. Bill mentioned he has a car with a record player!Rick in Pasadena isn't happy about the T-Mobile price hike, especially since he's on a plan with a price lock guarantee.Ben Bajarin, CEO and Principal Analyst at Creative Strategies, to talk about Microsoft CoPilot+ PCs and the Microsoft Build conference.Michelle in Long Beach is getting an error on her iPhone even when she tries to buy a free app.Want a Samsung SmartTag2 Bluetooth tracker for $1 instead of the $30 it usually costs? Matt Swider of The Shortcut has the deal.Google is having issues with its new AI Overviews feature.Tim in San Francisco is looking for guidance on developing his mobile app idea.Rich is super impressed with Google Photo's Unblur feature, which is available on Pixel 7 and up and rolling out to other devices now.John in San Clemente wants to know how to take a photo of a menu in Europe and have his phone translate it. Rich recommends Apple's Translate app, Google Translate and even ChatGPT!Don't fall for Scareware! Here's what to do if you see a pop-up that says your smartphone is infected with viruses.Tim Stevens, freelance automotive journalist, to talk about his recent article about EV Myths.Debbie in Fallbrook, CA can't get clear images texted to her phone anymore.Southwest Airlines prices are now displayed on Google Flights.Hal in Florida asks how to learn to use AI like ChatGPT.Sharon in Lake Stevens, Washington, doesn't want to pay for cloud storage. Rich recommends Amazon Photos if you have Prime and Sandisk USB drives.Gina in Riverside wants to share thoughts on the wild wild west of the Internet.Scarlett Johansson says OpenAI's “Sky” voice sounded too much like her.Nomi AI CEO Alex Cardinell will talk about AI companions and the growth of AI chatbots as friends (and lovers)Microsoft is teaming up with Khan Academy to give teachers a helpful free AI tool called Khanmigo. Get full access to Rich on Tech at richontech.tv/subscribe

In this episode of The Circuit, Ben Bajarin interviews Esam Elashmawi, Chief Strategy and Marketing Officer of Lattice, about the world of Field-Programmable Gate Arrays (FPGAs). They discuss the basics of FPGAs, their unique capabilities, and their pervasiveness across various applications. They also explore the advantages of FPGAs over Application-Specific Integrated Circuits (ASICs) and the flexibility they offer in terms of customization and reprogramming. Esam highlights the role of FPGAs in different markets, such as communications, computing, industrial, and automotive, and how Lattice differentiates itself in the FPGA market. They also touch on the challenges of building an FPGA company and the potential of FPGAs in AI applications, both in data centers and at the edge.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg interview Aart de Geus, the executive chair and co-founder of Synopsys, about the semiconductor industry and the evolution of electronic design automation (EDA). They discuss the concept of EDA and how it allows designers to simulate and optimize circuits without physically building them. Aart de Geus highlights the shift from analog to digital design as a major inflection point in the industry. He also explains the role of EDA tools in automating the design process and the importance of functional correctness in chip design. The conversation then delves into the future of chip design, including the use of AI in EDA tools, the rise of chiplets and vertical stacking, and the increasing complexity of system-level design.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on the sectors of data centers, PCs, mobile, automotive, and industrial semiconductors. They analyze the performance of companies like Intel, AMD, Nvidia, Apple, Qualcomm, and NXP, and explore the factors influencing their success or challenges. The conversation highlights the impact of AI on the industry, the dynamics of the Chinese market, the potential for a super cycle in PCs, and the outlook for the automotive and industrial semiconductor sectors.