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

Update: 2024-06-29

Description

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

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Episode 25: Intel, Oracle and AI

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

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2024-06-2951:01

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

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

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Episode 16: The Coming Automotive Semiconductor Downturn

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

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Episode 14: Revised China Chip Controls - ChinaTalk Crossover

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

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Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

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00:00

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

#box-pro-ellipsis-173271075369899{-webkit-line-clamp:2;}Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

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

Doug Dylan Jon

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