In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting the company's strong Q4 performance but disappointing guidance due to wafer capacity constraints. They explore the challenges Intel faces in scaling its foundry operations, the market's reaction to the earnings call, and the strategic decisions being made by Intel's leadership. The conversation also delves into the complexities of advanced packaging and yield issues, as well as the future opportunities for Intel in the semiconductor industry and the importance of customer relations.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs a deep dive into TSMC’s recent earnings, analyzing the risks of semiconductor cyclicality, the massive CapEx requirements for the future, and the specific bottlenecks in advanced packaging (CoWoS). Later, they shift focus to OpenAI’s partnership with Cerebras and the introduction of ads to fund massive compute needs. Finally, they break down the latest data on GPU pricing, highlighting the significant premiums hyperscalers charge compared to NeoClouds and the difficulty of tracking pricing for Nvidia's new Grace Blackwell chips.

In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastructure, and the competitive landscape among major tech companies like NVIDIA, AMD, and Intel. They explore the themes of modularity in data centers, the evolving role of CPUs, and the challenges posed by memory supply constraints. The conversation also touches on the future of autonomous vehicles and the integration of AI in everyday technology, emphasizing the rapid pace of innovation in the tech industry.