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

Thematic (Sector/Industry)

<ul><li>The Mobile World Congress had a record attendance of 110,000 people this year, but some are questioning its relevance in the semiconductor industry</li><li>Major chip companies had reduced presence at the event, signaling a shift away from semiconductor topics towards other emerging technologies like AI and data centers</li><li>The telecom industry, which the event primarily caters to, is facing challenges with stagnant growth and operators are hesitant to upgrade to 6G, leading to a downbeat atmosphere for equipment suppliers at the event.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Mobile World Congress had a record attendance of 110,000 people this year, but some are questioning its relevance in the semiconductor industryMajor chip companies had reduced presence at the event, signaling a shift away from semiconductor topics towards other emerging technologies like AI and data centersThe telecom industry, which the event primarily caters to, is facing challenges with stagnant growth and operators are hesitant to upgrade to 6G, leading to a downbeat atmosphere for equipment suppliers at the event.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

<ul><li>Discussion on the balance between custom ASICs and GPUs in the tech industry</li><li>Concerns about over-excitement towards custom ASICs and potential loss of market share for GPUs</li><li>Considerations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the balance between custom ASICs and GPUs in the tech industryConcerns about over-excitement towards custom ASICs and potential loss of market share for GPUsConsiderations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 105: Sanity Check on Custom ASICS?

<ul><li>Marvell and Broadcom are focusing on accelerated infrastructure for data centers, with strong investments in custom silicon solutions for AI workloads</li><li>Marvell impresses with a clear vision and roadmap for the future of data centers, while Broadcom shows strong growth potential in AI with key customers</li><li>Broadcom's strong networking capabilities and custom offerings position them as a major player in the AI market, with potential for further M&amp;A activities in 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.

Marvell and Broadcom are focusing on accelerated infrastructure for data centers, with strong investments in custom silicon solutions for AI workloadsMarvell impresses with a clear vision and roadmap for the future of data centers, while Broadcom shows strong growth potential in AI with key customersBroadcom's strong networking capabilities and custom offerings position them as a major player in the AI market, with potential for further M&amp;A activities in the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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

United States

Broadcom Inc. designs, develops, and supplies semiconductor and infrastructure software solutions. The Company offers storage adapters, controllers, networking processors, motion control encoders, and optical sensors, as well as infrastructure and security software to modernize, optimize, and secure the most complex hybrid environments. Broadcom serves customers worldwide.

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Broadcom (AVGO US)

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Overall, the speaker reflects on the changing landscape of Mobile World Congress, with a decreased emphasis on semiconductors and a growing focus...

The Circuit

Episode 105: Sanity Check on Custom ASICS?

The episode delves into the debate between custom ASICs and GPUs in the tech industry, highlighting the benefits and drawbacks of each while...

The Circuit

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

Broadcom reported strong earnings with a focus on AI and custom silicon, highlighted their success in AI with key customers like Google and Apple,...

The Circuit

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