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The CircuitA podcast about the business and market of semiconductors. Author: Ben Bajarin and Jay Goldberg
A podcast about the business and market of semiconductors Language: en Genres: Business, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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EP 162: TPUs Via Cloud Next, Intel Earnings, Foundry Scarcity
Episode 165
Monday, 27 April, 2026
In this episode of The Circuit, Ben Bajarin and Jay Goldberg dive deep into an action-packed week for the semiconductor industry. Ben shares his firsthand insights from Google Next, detailing the launch of the new TPU v5p and v5i(referenced as 8T and 8I) and Google’s strategic shift toward disaggregated training and inference silicon. The duo then pivots to Intel’s surprisingly strong earnings, discussing whether the "CPU resurgence" and foundry improvements signal an end to the company’s existential crisis. Finally, they analyze the "drama" from the TSMC Symposium regarding High-NA EUV adoption and debate the long-term durability of the current semiconductor bull cycle.
