Episodes: 187
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
YouTube: 29.1k subscribers
Publicly listed emails
benbajarin@mac.com
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Ben Bajarin - Technology industry analyst and semiconductor market strategist focused on computing, consumer electronics, and the semiconductor ecosystem.
Jay Goldberg - Semiconductor industry analyst and technology market strategist specializing in chips, infrastructure, supply chains, and corporate strategy.
Sri Santhanam - Apple Silicon Architecture, 2-nanometer Process Technology, On-device Artificial Intelligence, Unified Memory, Hardware Security, And Privacy.
Kaiann Drance - Apple Silicon, Vertically Integrated Hardware Design, 2-nanometer Process Technology, Performance And Power Efficiency, Thermal Management, And On-device Artificial Intelligence.
Tom Boger - Apple Silicon, Vertically Integrated Hardware Design, 2-nanometer Process Technology, Performance And Power Efficiency, Thermal Management, And On-device Artificial Intelligence.
Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
September 28, 2026
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 YMTC and CXMT, discussing how their growing output might provide pricing relief for consumer electronics OEMs currently squeezed by massive data center demand. The conversation then pivots to Meta's...
Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
September 21, 2026
In this episode of The Circuit, hosts Ben Bajarin n and Jay Goldberg speak with Mark Wade, CEO of IR Labs, and Jesse Leiter, VP of Capital Strategy and Investor Relations. The conversation focuses on the necessity of solving the interconnect bottleneck in large-scale AI data centers by transitioning to optical connectivity. Mark explains the immense complexity of integrating optical engines into advanced CMOS nodes and highlights how the release of ChatGPT accelerated the market's demand for ...
EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
September 15, 2026
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-nanometer process technology and its impact on performance, power efficiency, and advanced thermal management across the A20 Pro and M-series chips. The panel also highlights the architectural decis...
Publicly listed emails
benbajarin@mac.com
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