A podcast about the business and market of semiconductors
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchRecent episodes include "WFE to the Moon (Still), Semicon West and OCP Insights" (19 October 2026, 55 minutes), "Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook" (5 October 2026, 58 minutes), and "Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch" (28 September 2026, 51 minutes).
The Circuit publishes roughly weekly, with episodes averaging 51 minutes across 190 episodes.
Booking probability for The Circuit is 35%, and the host is rated Selective on guests. The Circuit requires a Pod Score of 80 or higher. The Circuit's contact route on record: verified email.
The strongest fits for The Circuit are Semiconductors & Electronic Components. The Circuit has a business audience.
The Circuit is a business show with 190 episodes published.
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Episode #190
In this action-packed episode of The Circuit , Ben Bajarin and Jay Goldberg recap a hectic week in Silicon Valley, spanning Semicon West in San Francisco, the Open Compute Project (OCP) Summit in San Jose, and major...
Episode #188
In this episode of The Circuit , Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings, they kick off with a deep-dive debate on...
Episode #187
In this episode of The Circuit , Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute infrastructure. The hosts begin by analyzing the...
Episode #185
In this episode of The Circuit, host Ben Bajarin sits down with Apple's product marketing and engineering leaders at Apple Park to unpack their latest silicon and hardware announcements. The discussion explores the...
Episode #184
In this episode, Ben and Jay discuss the launch of their firm's new AI knowledge agent, Atlas, before diving into Broadcom's latest earnings and the growing complexity of modeling the custom ASIC market. They debate the...
Episode #183
Ben Bajarin and Jay Goldberg break down NVIDIA’s earnings, examining how supply constraints shape growth and rising component costs pressure margins. They discuss NVIDIA’s financing commitments to neoclouds and the...
Episode #182
In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg break down the shifting dynamics across the semiconductor landscape, from analog chips to custom silicon and corporate balance sheets. Analog Devices...
Episode #181
In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by...
Episode #180
n this episode of The Circuit , Ben and Jay unpack a busy week of tech earnings and the buzzing Future of Memory Summit. The hosts kick things off by analyzing AMD’s latest earnings, discussing why the street had a...
Episode #179
In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updates into key themes around mobile markets and AI...
Episode #178
In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg review major updates across the semiconductor industry, beginning with AMD’s Advancing AI Day where they discuss CEO Lisa Su’s performance, the...
Episode #177
In this episode, Ben and Jay analyze the latest developments in the semiconductor industry, focusing on TSMC, ASML, Air, and the broader market implications of AI and chip manufacturing advancements. They explore how...
Episode #176
In this episode of The Circuit, Ben and Jay dive into SK Hynix's ambitious US stock listing, discussing how the AI-driven memory boom and a need for deeper capital pools prompted the move, while speculating if companies...
Episode #175
In this episode of The Circuit, Ben and Jay break down the recent volatility and AI fatigue hitting semiconductor stocks. They analyze how retail "tourists" and passive index funds might be driving market valuations...
Episode #174
This episode of The Circuit covers a mix of tech industry tributes and major semiconductor financial updates. Hosts Ben and Jay begin by paying their respects to pioneering tech blogger and journalist Om Malik, who...
Episode #173
Key Topics: AI infrastructure evolution Server and rack engineering innovations Analog components and power management Semiconductor industry growth and GPU impact Enterprise and hyperscaler strategies for...
Episode #172
In this episode of The Circuit, Ben and Jay dive deep into Apple's WWDC announcements , unpacking the "applied AI" strategy behind the newly indexed Siri, system-level CPU scheduling updates, and Apple's surprising...
Episode #171
Welcome back to another episode of The Circuit with Ben Bajarin and Jay Goldberg! Broadcasting out of the post-Computex haze—with Jay still stationed somewhere in Asia —the guys dive into a hardware industry undergoing...
Episode #170
n this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg break down the latest tech earnings and shifting infrastructure narratives driving the AI boom. Recorded slightly late ahead of the Computex frenzy in...
Episode #169
In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg dive into the latest tectonic shifts across the technology and semiconductor sectors, starting with a deep dive into Nvidia's recent earnings report...
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