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The Circuit

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Sector Semiconductor
Content Type Analysis
Website Spotify
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Average Rating 8.0
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Content

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Episode 101 Part 1: Discussion with Jordan Schneider (China Talk) on New Semi Regulations

Jan. 20, 2025, 8:41 p.m.

No Paywall
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Episode 101 Part 2: Digging into TSMC Earnings

Jan. 20, 2025, 8:41 p.m.

No Paywall
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Episode 100: CES 2025 - Applied AI, Applied Robotics, AR/MR Tipping Point

Jan. 14, 2025, 8:41 p.m.

No Paywall
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Episode 99: Semis Outlook for 2025 - Bullishness Remains

Jan. 5, 2025, 8:41 p.m.

No Paywall
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Episode 98: 2024 Semi Recap and Outlook Into 2025

Dec. 21, 2024, 8:41 p.m.

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Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Dec. 14, 2024, 8:41 p.m.

No Paywall
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Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value

Dec. 6, 2024, 8:41 p.m.

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Episode 95: QCOM Financial Investor Day, and NVIDA Earnings (age of Nvidia is over)

Nov. 25, 2024, 8:41 p.m.

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Episode 94: Chatting Apple Silicon with Apple's Tim Millet and Tom Boger

Nov. 18, 2024, 8:41 p.m.

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Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

Nov. 11, 2024, 8:41 p.m.

No Paywall
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Episode 92: Another week in Semi's Earnings. -AMD, Intel, Capex growth in Cloud

Nov. 4, 2024, 8:41 p.m.

No Paywall
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Episode 91: Thoughts on: Snapdragon Summit, Arm v. QCOM, RISC-V Summit

Oct. 29, 2024, 8:41 p.m.

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Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

Oct. 24, 2024, 8:41 p.m.

No Paywall
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Episode 89: Advancing AI, thoughts on AMD's Event, Nvidia, and Chain of Reasoning AI

Oct. 19, 2024, 8:41 p.m.

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Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Oct. 6, 2024, 7:49 p.m.

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Episode 87: Shrinking Silicon (Meta Orion) and Excited about Hardware Again!

Sept. 30, 2024, 6:01 p.m.

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Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.

Sept. 23, 2024, 5:10 a.m.

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Episode 85: OpenAI leaves AI Silicon in the Dust

Sept. 16, 2024, 1:51 a.m.

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Episode 84: Apple's Technology and AI

Sept. 10, 2024, 11:02 p.m.

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Episode 83: The Earnings Heard Round the World (NVDA)

Sept. 3, 2024, 8:44 p.m.

No Paywall
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Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

Aug. 26, 2024, 3:56 a.m.

No Paywall
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Episode 80: Viewing AI Compute Demands as a Tectonic Shift for Semiconductor Design

Aug. 20, 2024, 1:22 a.m.

No Paywall
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Episode 79: Not Your Grandfathers Data Center

Aug. 15, 2024, 10:40 p.m.

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Episode 78: What a Week in Semis! AMD! ARM! Qualcomm! Intel?

Aug. 2, 2024, 6:42 p.m.

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Episode 77: Asia Semis Tour

July 30, 2024, 5:31 p.m.

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