The Circuit

Ben Bajarin and Jay Goldberg discuss the many ways the semiconductor industry will shape the automotive industry. They also discuss some of the challenges and opportunities for both semi conductor companies and automotive companies to differentiate and compete in this extremely large market. 

Ben Bajarin and Jay Goldberg discuss a report that Arm is looking to shift their business model in a way that provides greater financial upside for the company.  As a result, Ben and Jay explore the broader nuance of licensing IP as a business model and the opportunities for IP transfer and enablement going forward. 

Ben Bajarin and Jay Goldberg discuss Nvidia's GTC event, product news, and major highlights. They discuss a range of big picture themes Nvidia's CEO Jensen Huang articulated during his keynote. They also outline how several of the announcements represent strategic advantages to Nvidia and keep them well positioned to capitalize on the AI boom we are seeing in the market. 

Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle to land messages with a broad set of investors. 

Ben Bajarin and Jay Goldberg discuss silicon highlights from mobile world congress. 

Ben Bajarin and Jay Goldberg discuss the impact the recent advances in foundational AI models and LMMs have on data center infrastructure and silicon.  They also discuss how Nvidia remains best positioned as AI computing demands increase. 

Ben Bajarin and Jay Goldberg discuss the companies they feel are in power positions over the next decade or longer. Ben fleshes out his Silicon Big 5 thesis and Jay shares his top list of semiconductor companies and they debate the differences in their list. 

Jay Goldberg and Ben Bajarin discuss macro earnings trends from numerous semiconductor players and what the key takeaways from earnings are in semi-equipment, PC, Smartphone, and Industrial/IoT. 

Ben Bajarin and Jay Goldberg discuss architecture battles and how competition among x86, Arm, and RISC-V may play out. They examine some of the major players' strategies and industries where each architecture may succeed and debate the trend to shift away from general-purpose silicon to special-purpose designs. 

Many countries are working hard to invest in owning more of the semiconductor industry stack. This will be easier and harder for some countries. Ben Bajarin and Jay Goldberg discuss challenges and opportunities and how regulations may lead to unintended consequences in a world where the semiconductor industry relies on global partnerships.Patrick McGee's column on Apple's tying its future to China.