In this episode of The Circuit, Ben Bajarin and Jay Goldberg kick off a packed conference week (Semicon West, Applied Materials' EPIC Center launch, and the sold-out OCP Summit) before diving into…
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…
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…
In this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations. The conversation focuses on…
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…
Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Apple's foldable iPhone. We also talk with The Information's Grace Kay about SpaceX's data center strategy and The…
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…
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…
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…
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.…
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…
Creative Strategies CEO and Principal analyst Ben Bajarin joins us to talk about the memory crisis, its affect on smart phones, how we get past it, and whether the whole thing makes sense. -…
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…
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…
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.…
The market is recalibrating after a powerful AI-driven rally. Ben Bajarin of Creative Strategies explains why semiconductor and hardware stocks are cooling off and whether the Magnificent Seven can…
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…
In this episode of Milk Road AI, we sit down with Ben Bajarin, CEO of Creative Strategies and one of Silicon Valley’s longest-tenured technology analysts, to break down what’s really driving the AI…
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…
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…
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…
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…
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…
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…
In this episode of The Circuit , hosts Ben Bajarin and Jay Goldberg dive into the rapidly shifting economics and structural changes across the semiconductor and AI industries. From the recent…
In this episode, Ben Bajarin and Jay Goldberg dive deep into the rapidly shifting landscape of semiconductor supply chains and the unexpected "CPU renaissance" driven by agentic AI. The duo explores…
Creative Strategies CEO Ben Bajarin joins TITV Host Akash Pasricha to discuss AMD's 38% revenue jump and why the agentic AI shift is creating a "share grabbing" environment for CPUs. We also talk…
AMD (AMD) shares hit record highs after a strong earnings beat driven by data center demand. Ben Bajarin and Matt Bryson discuss the resurgence of CPUs in AI workloads and how AMD’s integrated…
This episode of The Circuit features Jeremy Werner, SVP and GM of Micron’s Core Data Center Business Unit, discussing the transformative impact of AI on the memory and storage industry. Werner…
In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the…
In this episode of The Circuit, Ben Bajarin and Jay Goldberg analyze a pivotal week in tech, beginning with TSMC’s strong earnings and their strategic decision to ramp up CapEx and N3 production…
Ben Bajarin and Jay Goldberg analyze recent developments in the semiconductor industry, AI advancements, and data center innovations, providing insights into market dynamics, strategic moves by…
Ben Bajarin and Jay Goldberg discuss the latest developments in the semiconductor industry, focusing on MediaTek's strategic shift into ASICs, memory shortages, supply chain constraints, and Intel's…
This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg…
Ben Bajarin and Jay Goldberg discuss Nvidia GTC, AI infrastructure, optical networking, and the future of semiconductor technology. They analyze Nvidia's strategic positioning, product innovations,…
Ben Bajarin takes investors through the gargantuan earnings and guidance beat from Micron (MU) — along with the headwinds lingering over the AI memory chipmaker. Supply and power constraints are the…
In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg dive into NVIDIA’s strategic positioning within the AI infrastructure stack, colloquially referred to as a "five-layer cake". They…
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in…
In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's…
Lauren Taylor Wolfe, Managing Partner at Impactive Capital, argues that indiscriminate selling and algorithm-driven moves may be creating selective opportunities for long-term investors. In semis and…
In this episode of The Circuit, Ben Bajarin, Jay Goldberg, and Paul Karazuba discuss the current state of the semiconductor industry, focusing on the impact of tariffs, supply chain challenges, and…
I am hosting a panel at the Baylor Institute for Faith and Learning's "AI and Ethics" event this week. My friend, Ben Bajarin, who helped me put this panel together, cannot join us, so I thought I'd…
In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave,…
In this episode, Ben and Jay discuss the significant surge in capital expenditure (CapEx) among major tech companies, dubbed 'CapEx Palooza.' They explore investor sentiment and market reactions to…
This episode of The Circuit dives into the current "gold rush" of semiconductor earnings, navigating the tension between unprecedented demand and the hard physical constraints of the supply chain.…
With four of the Mag 7 companies reporting earnings this week, Ben Bajarin says the key aspect uniting all of them is "shape of demand." With AI infrastructure expected to go "up and to the right,"…
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting the company's strong Q4 performance but disappointing guidance due to wafer capacity constraints.…
In this episode of The Circuit , Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs a deep dive into TSMC’s recent earnings,…
TSMC's (TSM) record net profit in earnings is what Ben Bajarin calls a strong bullish signal for the AI trade. He sees the report giving a green light for other chipmakers to move higher, from Nvidia…
In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastructure, and the competitive landscape among major…
In this conversation, Ben Bajarin and Jay Goldberg engage with Benedict Evans to explore the current state of AI development, its historical context, and future predictions. They discuss the…
In this episode, Ben Bajarin, Jay Goldberg, and Austin Lyons delve into the evolving landscape of networking, particularly in the context of AI and GPU technologies. They discuss the transition from…
This discussion analyzes the evolving landscape of semiconductor networking and custom silicon, anchored by recent updates from Marvell and Broadcom. Ben and Jay review Marvell’s Industry Analyst…
In 2022, I had dinner with my friend Ben Bajarin (CEO and Principal Analyst of Creative Strategies), and he introduced me to ChatGPT. Since then, we've had an annual conversation about AI and how we…
In this episode, Ben and Jay discuss a range of topics including Ben's health update, Amazon's recent AWS event focusing on AI compute, the competitive landscape with Nvidia and Google, Marvell's…
In this conversation, Ben Bajarin discusses the recent innovations surrounding NanoBanana and its new feature, Notebook LM, which has significantly impacted the way infographics are created. He…
Seaport Research’s Jay Goldberg and Creative Strategies CEO Ben Bajarin debate the future of NVIDIA, covering everything from the bear case on demand to the bull $350 billion revenue forecast and the…
Kristina Partsinevelos recaps the market while Rick Santelli breaks down bond market moves and Mackenzie Sigalos explains Bitcoin’s “death cross.” Stephanie Aliaga from JPM Asset Management outlines…
In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to previous downturns. They explore the demand for CPUs,…
In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation. Jay Goldberg was also at OCP this week and they disucss takeaways from the…
In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics…
In this episode, Ben Bajarin and Jay Goldberg delve into the evolving landscape of hyperscalers and Neo clouds, discussing their definitions, the significance of power contracts, and the shift from…
On this week’s episode of The Circuit , Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU…
Creative Strategies' Ben Bajarin talks with TITV Host Akash Pasricha about Meta's new Ray-Ban glasses with display and the future of multimodal AI. We also talk with The Information's Sylvia Varnham…
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into…
Ben and Jay unpack why Broadcom’s “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in…
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical…
In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry, and the competitive landscape of Nvidia's new…
In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the…
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings from AMD, highlighting their strong performance amidst market fluctuations and concerns about competition in the AI space.…
In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, investment in AI, and the implications of CapEx…
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the…
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor…
In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip…
In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its…
In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the…
In this episode, Ben Bajarin and Jay Goldberg discuss the major highlights from Computex, including the dominance of AI, NVIDIA's strategic positioning, and the implications of geopolitical factors…
In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications…
In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's…
In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor…
In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the…
In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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 conversation covers various topics related to Apple's recent product announcements, including the iPhone, wearables, Apple Silicon, and AI features. The hosts discuss the potential impact of the…
Breaking down Apple’s newest offerings with Creative Strategies CEO Ben Bajarin, plus Jon walks through his checklist for event. Rubrik CEO Bipal Sinha on the company’s second quarterly report as a…
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…
This week Ben and Jay are joined by AMD's EVP of Datacenter Solutions Forrest Norrod. AMD's acquisition of ZT Systems is a strategic move to enhance its position in the data center and AI market. ZT…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Summary In this episode, Ben Bajarin and Jay Goldberg discuss the skyrocketing capex by cloud hyper scalers and its implications. They explore the significant growth in capex spending by companies…
Summary In this conversation, Ben Bajarin and Jay Goldberg discuss the recent Intel webinar on the foundry business and the financial breakout for Intel Foundry Services (IFS). They analyze the…
In this episode, Ben Bajarin and Jay Goldberg discuss the competition faced by Nvidia in the semiconductor industry. They explore various competitors, including AMD, Intel, and startups like Grok,…
In this conversation, Ben Bajarin, Jay Goldberg, and Austin Lyons discuss the semiconductor industry and the role of AI accelerators. They cover topics such as the future of Intel, the spectrum of AI…
In this episode, Ben Bajarin and Jay Goldberg discuss the thermal problem faced by data centers and other electronic devices. They are joined by Carl Schlachte, the CEO of Ventiva, a company that…
Summary This episode of The Circuit discusses the recent Intel Foundry event and Nvidia's earnings. The conversation explores Intel's focus on becoming a leading foundry and its bet on advanced…
Summary In this episode, Ben Bajarin and Jay Goldberg discuss the puzzle of Intel foundries and the challenges of determining their revenue. They explore historical economics data points and the exit…
Summary In this episode, Ben Bajarin and Jay Goldberg discuss the outsized expectations for AI growth and the impact on stock market reactions. They explore the challenges of modeling AI growth and…
Summary In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings call and the challenges the company is facing. They analyze the guidance provided by Intel and the concerns…
Summary In this conversation, Ben Bajarin and Jay Goldberg discuss the latest news and trends in the semiconductor industry, with a focus on TSMC's strong earnings and growth forecast. They explore…
Summary In this episode, 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…
Summary In this episode, Ben Bajarin and Jay Goldberg discuss their hopes and predictions for the semiconductor industry in 2024. They cover topics such as the need for clarity of direction in…
Join me for episode 354 of the Mobile Tech Podcast with guest Ben Bajarin of Creative Strategies -- brought to you by Mint Mobile. In today's episode, we share our top 5 phones of 2023, and discuss…
Summary In this episode, Ben Bajarin and Jay Goldberg discuss recent semiconductor events, including Marvell's analyst day, AMD's Advancing AI event, and Intel's AI Everywhere event. They analyze the…
Summary In this conversation Ben Bajarin and Jay Goldberg have a discussion with Rene Haas, President of ARM, provides an overview of the company and its role as the brain that powers electronic…
Memorable characters like J.A.R.V.I.S. from Iron Man and Samantha from Her offered a glimpse into a future where we can seamlessly communicate with machines, and where AI assistants truly understand…
In this week's episode, Ben Bajarin and Jay Goldberg chatted about companies pushing the limits of what is possible with technology and breaking new ground with new products and experiences. They…
Ben Bajarin and Jay Goldberg dive into the recent announcements from Microsoft around their new custom silicon chips. They also discuss MediaTek's ambitions, shared from the MediaTek executive summit…
Ben Bajarin and Jay Goldberg analyze Arm's most recent quarterly earnings in this episode. These also happen to be Arm's first earnings report and investor call as a public company. Ben and Jay…
Ben Bajarin and Jay Goldberg discuss key news bits from Qualcomm's Snapdragon Summit, Apple's Scary Fast event where new M3 Apple Silicon was announced, and what it means for the market as a whole…
Ben Bajarin and Jay Goldberg share what they thought were the most interesting and telling takeaways from TSMC's earnings. Why TSMC can give us insight into semiconductor segment recovery, and the…