The Circuit Podcast Transcripts
Ben Bajarin and Jay Goldberg · 183 episodes with transcripts
A podcast about the business and market of semiconductors
Spoken has transcripts of 183 The Circuit episodes, with the speakers named. The newest listed here is from October 19, 2026.
Every The Circuit transcript in one script
183 episodes of The Circuit have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:
curl -s -H "x-api-key: YOUR_KEY" \
https://spoken.md/podcasts/1661329711/episodes \
| jq -r '.episodes[] | "\(.id) \(.title)"' \
| while IFS=' ' read -r id title; do
slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
[ -f "${id}-${slug}.md" ] && continue
curl -sf -H "x-api-key: YOUR_KEY" \
-o "${id}-${slug}.md" \
https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
sleep 0.34
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Latest The Circuit transcripts
WFE to the Moon (Still), Semicon West and OCP Insights
October 19, 2026
Ben Bajarin (0:05)
Hello, everyone, welcome to another episode of The Circuit, I am Ben Bajarin.
Jay Goldberg (0:11)
Greetings programs, I am Jay Goldberg.
Ben Bajarin (0:14)
Well, this was a double event week, combined with some juicy earnings, and a lot of busyness on both of our parts. This week had Semicon West in San Francisco, and OCP in San Jose, which next year Semicon West is going back to Arizona, and OCP is going to San Francisco to be in the...
- WFE to the Moon (Still), Semicon West and OCP Insights
- Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook
- Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch
- Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure
- EP 192: Talking Apple Silicon with Apple's Tom Boger, Kaiann Drance, and Sri Santhanam
- EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes
- EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset
- EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness
- EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch
- EP 185: AMD Advancing AI, Intel Earnings and WFE Demand
- Ep 184: Earnings TSMC/ASML/AEHR, State of AI Semis
- EP 183: SKHynix IPO, AI Model Wars, and NVIDIA Supply Chain Rumors
- EP 182: AI Fatigue , Meta's Neo-Cloud Rumors , and Samsung's Foundry Comeback
- EP 181: Cerebras Earnings, QCOM Investor Day, Micron Earnings and the Memory Mafia
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