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

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

Update: 2024-04-03
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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.

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

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

2024-06-2951:01

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

2024-05-2841:55

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

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

2024-05-0247:42

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

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

2024-04-2431:21

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

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

2024-04-0344:46

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

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

2024-02-0159:47

Episode 17: High-NA EUV, Semiconductor Bears

Episode 17: High-NA EUV, Semiconductor Bears

2024-01-1539:42

Episode 16: The Coming Automotive Semiconductor Downturn

Episode 16: The Coming Automotive Semiconductor Downturn

2024-01-1037:43

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

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

2023-10-2643:20

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

2023-10-1954:02

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

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

2023-10-1650:14

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

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

2023-10-0235:32

Episode 11: Jon Y of Asianometry Joins Transistor Radio

Episode 11: Jon Y of Asianometry Joins Transistor Radio

2023-09-2557:52

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

2023-04-2848:17

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

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

2023-04-2137:52

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

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

2023-04-0535:33

Episode 7: Where are we in the Inventory Cycle?

Episode 7: Where are we in the Inventory Cycle?

2023-02-2132:42

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

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

2023-02-1434:20

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

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

2022-11-0329:36

Episode 4: Backside Power and CXL

Episode 4: Backside Power and CXL

2022-06-3048:21

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

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

Doug Dylan