- unregelmäßigErscheinungsrhythmus
- 51 mintypische Länge
- 21. Aug.letzte Folge
Folgenzu den neuesten
Episode 17: High-NA EUV, Semiconductor Bears
In this episode, Jon gets asked about EUV. Dylan and Doug talk about Da Bears.
Episode 16: The Coming Automotive Semiconductor Downturn
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.
Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography
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
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
We join Jordan Schneider from ChinaTalk to discuss the new chip regulations that just dropped.
Episode 13: Is AI the Fiber Bubble All Over Again?
Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.
Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic
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.
Episode 11: Jon Y of Asianometry Joins Transistor Radio
Doug, Dylan, and Jon talk about Huawei and various other topics
Episode 10: Jon from Asianometry joins to Talk TSMC Earnings
Doug, Dylan, and Jon talk about the TSMC earnings result.
Episode 9: Why AWS will miss the next wave of Cloud
Dylan and Doug talk about why Amazon will miss the next wave in cloud computing
Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide
We talk about the entire data center networking stack, how it all works, and the big news at OFC, Linear Direct Drive
Episode 7: Where are we in the Inventory Cycle?
Doug and Dylan talk about the inventory cycle and where we are versus history.
Episode 6: Intel Should Cut the Dividend, Memory Market Overview
Doug and Dylan talk about Intel and why they should cut the dividend We talk about memory spending and industry structure
Episode 5: Export Controls and the US / China Economic War
Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls.
Episode 4: Backside Power and CXL
Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors.
Episode 3: Geopolitics and Semiconductors
Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors. In particular Neon gas really isn't a crisis - listen for more!
Episode 2: Intel's Investor Day
Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals.
Episode 1: TSMC's Q4 2021 Earnings
Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide and capex growth bodes well for the entire semiconductor industry.
