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Sector Semiconductor
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Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

Jan. 4, 2025, 8:41 p.m.

No Paywall
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Episode 28: Top 3 Stories of Semiconductors 2024

Nov. 26, 2024, 8:41 p.m.

No Paywall
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Episode 27: Intel, Nuclear, and China WFE

Oct. 30, 2024, 8:41 p.m.

No Paywall
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Episode 26: Nuclear, Samsung

Oct. 8, 2024, 8:27 p.m.

No Paywall
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Episode 25: Intel, Oracle and AI

Sept. 17, 2024, 2:09 a.m.

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

Aug. 6, 2024, 8:55 p.m.

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

June 29, 2024, 2:13 a.m.

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Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

May 27, 2024, 9:36 p.m.

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

May 1, 2024, 10:59 p.m.

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

April 23, 2024, 8:51 a.m.

No Paywall
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Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

April 3, 2024, 12:04 a.m.

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

Feb. 1, 2024, 6:37 a.m.

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Episode 17: High-NA EUV, Semiconductor Bears

Jan. 14, 2024, 10:18 p.m.

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Episode 16: The Coming Automotive Semiconductor Downturn

Jan. 10, 2024, 8:41 p.m.

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

Oct. 25, 2023, 5:53 p.m.

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Episode 14: Revised China Chip Controls - ChinaTalk Crossover

Oct. 19, 2023, 1:44 a.m.

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

Oct. 16, 2023, 2:30 a.m.

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

Oct. 2, 2023, 3:42 a.m.

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Episode 11: Jon Y of Asianometry Joins Transistor Radio

Sept. 25, 2023, 1:37 a.m.

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Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

April 28, 2023, 3:04 p.m.

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

April 21, 2023, 3:04 a.m.

No Paywall
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Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

April 5, 2023, 5:04 p.m.

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Episode 7: Where are we in the Inventory Cycle?

Feb. 21, 2023, 11:04 a.m.

No Paywall
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Episode 6: Intel Should Cut the Dividend, Memory Market Overview

Feb. 14, 2023, 5:04 p.m.

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

Nov. 3, 2022, 3:04 p.m.

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