
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 Intel, and the future of AI hardware and software.
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EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

EP 159: MediaTek and the Evolving Custom ASIC Business, More Memory Pain, and More

EP 158: Arm 2.0, Memory Freak Out, and AI Models
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