A Conversation with Aart de Geus on EDA and the Future of Silicon Design

Earnings Insights on Industry Segments (Infra, PCs, Mobile, Auto/industrial)

Episode 65: Capex to the Moon!

Is the AI Sky Falling (Bubble Popping/Hype Cycle Over)

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

Intel Foundry Financials and CHIPS Act Strategies

A Holistic Analysis of Nvidia

Nvidia's keynote, Robotics and 6G

Discussion with Ventiva CEO, Carl Schlachte on Thermals/Cooling

Mobile World Congress 2024 Observations and Insights

Intel Foundry event and Nvidia's earnings

IFS Economics and Last Fabs Standing

Supply Chain Demand Help and Dueling Mega Cycles

Outsized AI Expectations

Intel Earnings and Foundry Trends

Semiconductor Industry Poised to Rebound in 2024? TSMC Earnings suggest that is the case.

CES Highlights, and Trends in Semi's from CES

The Circuit on CES 2024 Prt.1 Predictions

Discussion with Arm CEO Rene Haas

Silicon, Tech Exploration, and the Awkward Journey of Progress

Can Generative AI Coding Tools Make it Easier to Optimize Software for Different Silicon

Amazon's Strategy with Custom Silicon

Challenges for the Semiconductor Industry Growth

Emerging Competitive Dynamics in Silicon

Talking Apple Vision Pro

What's up with RISC-V?

Apple Has Set the Bar for Mixed Reality with Apple Vision Pro

How does the Mixed Reality Market Compete with Apple Vision Pro?

Apple's Silicon Strategy

The On Device AI Debate