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
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
In today's episode, we talk AMD earnings and massive capital expenditure raises by the tech giants. Oh and in the middle, we talk about AI-powered baby cradles.
In this episode, we talk about Doug popping the AI bubble, earthquakes in Taiwan, and the Three-Body Problem (which two of us don't remember).
In today's episode, Jon gets hit by an earthquake, and we all ask about the wafers. Doug and Dylan ponder how Intel can get all the money it needs. And Jordan feels fear in a podcast that does not do any post-editing.
In today's VERY unhinged episode, Doug and Dylan briefly talk about ASML and Intel earnings before pivoting to their true desires - the stainless steel vacuum water bottle industry. Listen to the end for the worst joke of all time.
In this episode, Jon gets asked about EUV. Dylan and Doug talk about Da Bears.
We are still alive. In this episode of Transistor Radio, Doug is reveling in the downfall of the automotive semiconductor industry. We also talk about our favorite cars.
In this episode of Transistor Radio, Jon gets called a whip-cracker, Dylan rants about AMD earnings, and Doug declares it spooky earnings season. Oh yeah, AND NOT INVESTMENT ADVICE
We join Jordan Schneider from ChinaTalk to discuss the new chip regulations that just dropped.
Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.
In this chaotic episode, Jon gets asked if Zuck is a Chad or a Wojak. Dylan crashes the topic list. And Doug asks if anyone is actually using Github Copilot.
Doug, Dylan, and Jon talk about Huawei and various other topics
Doug, Dylan, and Jon talk about the TSMC earnings result.
Dylan and Doug talk about why Amazon will miss the next wave in cloud computing
We talk about the entire data center networking stack, how it all works, and the big news at OFC, Linear Direct Drive
Doug and Dylan talk about the inventory cycle and where we are versus history.
Doug and Dylan talk about Intel and why they should cut the dividend We talk about memory spending and industry structure
Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls.
Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors.