The Circuit podcast: ADI earnings, custom ASIC shifts, and semiconductor debt
BenBajarin · x · 2026-08-25
A new episode of The Circuit with Ben Bajarin and Jay Goldberg covers:
- ADI earnings: its position in the 800V data center and AI opportunity, margins vs. channel dynamics, analog content per gigawatt, SAM vs. TAM
- Power architecture & rack safety: acquisitions, engineering challenges, and unpredictable analog demand
- Custom ASICs: Marvell's Google deal as a strategic win, XPU attach positioning, and Broadcom context
- Sentiment: whether AI "cured cancer," public backlash, data center stalls, and semiconductor debt
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