EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
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 infrastructure. They analyze softness in mobile demand alongside severe supply ch…
The Memory Crisis with Creative Strategies' Ben Bajarin - MOSK: 08.05.2026
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. - Sponsored by OneSkin: Get 15% off OneSkin with the code MACOSKEN at oneskin.co/MACOSKEN #oneskinpod #sponsor…
EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
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 analyzing the divergent earnings from Lumentum and Coherent, pointing to margin press…
EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt
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 (ADI) & The Data Center Wave: ADI reports a strong quarter, driven by a doubling …
EP 189: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
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 risks of using its balance sheet to support the ecosystem. Marvell’s XPU-attach stra…
Apple iPhone Duo Debuts, Elon Musk’s Data Center Snag, Will AI Cause Humanity’s Demise?
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 Information's Alix Coutures about OpenAI's new ad restrictions, and we get into Asana's new AI rollout with A…
EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
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 benefits of Apple’s vertically integrated approach, diving into the transition to 2-…
Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
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 aggressive capacity expansions and yield improvements of Chinese memory providers …
Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
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 whether the memory market has permanently raised its floor to $600B–$800B, or if …
Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack
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 Marvell's upbeat Analyst Day in New York. They examine how Marvell has shifted its narrative beyond Am…
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