A podcast about the business and market of semiconductors Voir plus
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Episode 20: Apple's Silicon Strategy
In this episode, Ben Bajarin and Jay Goldberg discuss how Apple's approaches to designing their silicon and explore some of the fundamental reasons Apple silicon is such a significant competitive advantage for Apple.
29/05/2023
39:51
Episode 19: The On-Device AI Debate
In this episode, Ben Bajarin and Jay Goldberg discuss the ways AI developers can take advantage of on-device processing to help reduce costs on cloud AI, improve accuracy, safety, and privacy.
22/05/2023
34:41
Episode 18: Frameworks for Valuing Semiconductor Companies
Ben Bajarin and Jay Goldberg explore different ways of valuing semiconductor companies. Many semiconductor companies, are also software companies, but should that count in an analysis of their moat or value differentiation?
15/05/2023
38:18
B2B Series: The Story of Broadcom
In this episode, we pilot a new series called Back to Basics. Sharing stories and anecdotes around key companies in the semiconductor industry.
08/05/2023
34:47
Episode 17: Exploring the MediaTek Story
Ben Bajarin and Jay Goldberg discuss some learnings from Mediatek's analyst day and explore their overall story, narrative, and growth prospects. Can Mediatek offer a new element of competition in new markets?
