The Circuit

A podcast about the business and market of semiconductors.

Author: Ben Bajarin and Jay Goldberg

A podcast about the business and market of semiconductors
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Language: en

Genres: Business, Technology

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Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Episode 158
Tuesday, 10 March, 2026

Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.