Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Equity Bottom-Up

Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.

<ul><li>Memory is experiencing a cyclical trend, driven by AI advancements and the value it adds to the data center</li><li>Micron anticipated the growth of AI and deep learning, developing technologies to support it years in advance</li><li>CEO Sanjay has been credited for early advocacy in building infrastructure for long-term success in the memory industry</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Memory is experiencing a cyclical trend, driven by AI advancements and the value it adds to the data centerMicron anticipated the growth of AI and deep learning, developing technologies to support it years in advanceCEO Sanjay has been credited for early advocacy in building infrastructure for long-term success in the memory industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 163: Breaking the Memory Wall: Micron’s Strategy for the AI Era

Thematic (Sector/Industry)

<ul><li>Confusion over TSMC's lower PE in the past due to lack of knowledge on margins and industry trends</li><li>TSMC reported better than expected numbers across the board, including higher margins, revenue, and Capex expansion</li><li>TSMC's focus on AI driving decisions on N3 expansion and Capex, with questions on valuation and market dynamics remaining prevalent</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Confusion over TSMC's lower PE in the past due to lack of knowledge on margins and industry trendsTSMC reported better than expected numbers across the board, including higher margins, revenue, and Capex expansionTSMC's focus on AI driving decisions on N3 expansion and Capex, with questions on valuation and market dynamics remaining prevalentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

<ul><li>Nvidia's advancements in Nematron models, push for open source in AI</li><li>Comparison to Intel's strategic moves with Linux Foundation, potential competition with customers in open sourced AI models</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nvidia's advancements in Nematron models, push for open source in AIComparison to Intel's strategic moves with Linux Foundation, potential competition with customers in open sourced AI modelsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

<ul><li>Broadcom had a strong quarter with strong guidance, including a doubling of AI revenue next year</li><li>CEO Hock Tan was in fine form, making fun of analysts and exuding confidence in the company's performance</li><li>CFO provided detailed explanations on margins and business strategies, showing a realistic and confident outlook for the future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Broadcom had a strong quarter with strong guidance, including a doubling of AI revenue next yearCEO Hock Tan was in fine form, making fun of analysts and exuding confidence in the company's performanceCFO provided detailed explanations on margins and business strategies, showing a realistic and confident outlook for the futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

<ul><li>Ben discusses statistics related to Meta's deal with Corning for fiber optics, highlighting the massive amount of optical fiber involved</li><li>Ben emphasizes the importance of neocloud companies like Nebius and Core Weave diversifying their customer base beyond hyperscalers like Amazon, Microsoft, and Google</li><li>Ben is working on a thesis about neocloud companies and their long-term sustainability, particularly focusing on the need for them to attract their own customers outside of the hyperscalers</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ben discusses statistics related to Meta's deal with Corning for fiber optics, highlighting the massive amount of optical fiber involvedBen emphasizes the importance of neocloud companies like Nebius and Core Weave diversifying their customer base beyond hyperscalers like Amazon, Microsoft, and GoogleBen is working on a thesis about neocloud companies and their long-term sustainability, particularly focusing on the need for them to attract their own customers outside of the hyperscalersThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 153: Nebius and Neocloud Insights, WFE + Memory Madness, Networking Upside