DiscoverTransistor RadioEpisode 28: Top 3 Stories of Semiconductors 2024
Episode 28: Top 3 Stories of Semiconductors 2024

Episode 28: Top 3 Stories of Semiconductors 2024

Update: 2024-11-26
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In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.

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Episode 28: Top 3 Stories of Semiconductors 2024

Episode 28: Top 3 Stories of Semiconductors 2024

2024-11-2636:52

Episode 27: Intel, Nuclear, and China WFE

Episode 27: Intel, Nuclear, and China WFE

2024-10-3039:19

Episode 26: Nuclear, Samsung

Episode 26: Nuclear, Samsung

2024-10-0939:08

Episode 25: Intel, Oracle and AI

Episode 25: Intel, Oracle and AI

2024-09-1742:51

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

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

2024-08-0742:34

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

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Episode 28: Top 3 Stories of Semiconductors 2024

Episode 28: Top 3 Stories of Semiconductors 2024

Doug Dylan Jon