Subscriber login Latest articles
Technology strategy, semiconductor architecture, product experience, and the future of work.
From our analysts
This is an overview of the topics covered in episode 34 of The Circuit hosted by Ben Bajarin and Jay Goldberg. Here is an expanded summary report on the key semiconductor stories discussed in the podcast: Arm IPO Arm, the leading licensor of processor architectures, successfully completed its initia
Read article →This is a summary of the most recent episode of the Circuit with Ben Bajarin and Jay Goldberg. On this episode, guest Stacey Higginbotham shared her excellent insights into the land of IoT. The Internet of Things (IoT) refers broadly to adding computing power and connectivity to everyday objects a
Read article →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
Read article →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 design
Read article →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
Read article →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 maj
Read article →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 discus
Read article →Since Monday, I’ve been in South Korea to meet with Samsung’s executives and attend Samsung Unpacked. What has become the summer appointment with foldable saw the arrival of the 5th generation of the Galaxy Z Fold and the Galaxy Z Flip. These two devices hit the market as competition from brands suc
Read article →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
Read article →This is a highlight overview of Episode. 25 of The Circuit with Ben Bajarin and Jay Goldberg The semiconductor sector has set its sights on reaching $1 trillion in annual sales by 2030, more than doubling its current market size. However, industry experts warn this ambitious goal faces no shortage
Read article →This is a highlight summary of Episode 24 of the Circuit with Ben Bajarin and Jay Goldberg. Arm-based processors have conquered the mobile world, powering nearly all smartphones and tablets globally. Yet the architecture has struggled to make similar inroads into data center servers, where Intel
Read article →A question I’m hearing coming up more frequently is about the timing of Apple Vision Pro. Before launch, my primary question for Apple launching a head-worn computer was, why now? While I agree with a broad consensus that there is a market for head-worn computers, I perhaps differ slightly with the
Read article →