Transistor Radio

A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors!

TR 40: InferenceMAX, Video games, Rare earths

In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.

10-10
55:00

TR39: Dylan's "Favorite" Semi Equipment, Intel, China

Unfortunately we did another episode of Transistor Radio. In today's episode, Dylan, Doug, Jordan, WeiZ of SA, and Jon talk Intel, China, Huawei, and Sora 2.

10-01
50:55

TR38: H20, GPT-5, Ajinomoto Build-up Film

For the second episode in a row, Dylan doesn't make it through an episode of Transistor Radio. In today's episode, we talk about the Nvidia H20 rev-share/tax/tariff, the GPT-5 galaxy brain, and ABF.

08-12
01:07:43

Episode 37.5: Peak Software w. MechaDylan

Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.

07-10
25:48

Episode 37: Meta, Bees ... and other stuff

The topic of today's original episode was unavailable for recording due to conflict reasons so we just talked in circles.

06-26
51:50

Episode 36: The AI Mandate of Heaven, Slop

Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.

06-03
01:01:25

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

In today's episode of Transistor Radio, we don't talk about Nvidia earnings but instead talk about what the CFO is wearing before Jordan and Dylan go back and forth on the Middle East chips deals.

05-29
34:13

Episode 34: Huawei, H20, and Tariffs

In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.

04-18
37:17

Episode 33: Tariff Sadness

Sorry about the weird intro, I got cut off.

04-08
49:43

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally), and then Coreweave versus hyperscalers.

03-26
50:04

Episode 31: The Boys Make a Space Fab

Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.

02-14
42:41

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.

02-06
44:30

Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

Happy new year, every one. In tonight's unhinged episode, Dylan recounts a wild Christmas. We talk Deepseek V3 and dispel several misunderstandings. We discuss Al Pastor and its differences with shawarma. And close with microplastics.

01-04
51:34

Episode 28: Top 3 Stories of Semiconductors 2024

In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.

11-26
36:52

Episode 27: Intel, Nuclear, and China WFE

Another episode of Transistor Radio. We continue to worsen the show's quality to make it more fun for all of you guys. We talk about Intel, nuclear reactors and China WFE.

10-30
39:19

Episode 26: Nuclear, Samsung

Note: I apologize, my audio is a bit quiet. Not sure what happened but my whole onside recording got messed and I had to recover from cloud recording. In today's episode, we talk about recording with Dwarkesh, nuclear reactors, and ask what is going on with Samsung?

10-09
39:08

Episode 25: Intel, Oracle and AI

Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new conspiracy theory he refuses to divulge.

09-17
42:51

Episode 24: Nvidia Delays, Japan Carry Trade, and Intel

In today's episode, we talk about Nvidia Blackwell delays, what is a Japan carry trade, and cry over Intel

08-07
42:34

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

I am traveling today so I don't have my regular mic. Dylan podcasted from bed, but Doug is in tip top form. In this episode, we talk about overheated semicap, the cracked AI programmers in China, that new Etched chip, and nuclear reactors again

06-29
51:01

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

I hope you all had a great Memorial Day. In today's episode we talk Nvidia, time in Europe, and egg farming. Updated for some desynced audio and normalized the audio levels

05-28
41:55

Shitij Nigam

would be great to see you guys on YouTube music (where I listen to most of my podcasts!)

12-06 Reply

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