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

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion

Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles

Episode 17: High-NA EUV, Semiconductor Bears

Episode 16: The Coming Automotive Semiconductor Downturn

Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

Episode 13: Is AI the Fiber Bubble All Over Again?

Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic

Episode 11: Jon Y of Asianometry Joins Transistor Radio

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

Episode 9: Why AWS will miss the next wave of Cloud

Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

Episode 7: Where are we in the Inventory Cycle?

Episode 6: Intel Should Cut the Dividend, Memory Market Overview

Episode 5: Export Controls and the US / China Economic War

Episode 4: Backside Power and CXL