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Sector Semiconductor

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Content

Transistor Radio

Episode 36: The AI Mandate of Heaven, Slop

June 4, 2025, 8:40 p.m.

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Transistor Radio

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

May 29, 2025, 8:40 p.m.

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Transistor Radio

Episode 34: Huawei, H20, and Tariffs

April 18, 2025, 8:40 p.m.

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Transistor Radio

Episode 33: Tariff Sadness

April 8, 2025, 8:41 p.m.

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Transistor Radio

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

March 26, 2025, 8:41 p.m.

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Transistor Radio

Episode 31: The Boys Make a Space Fab

Feb. 14, 2025, 8:41 p.m.

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Transistor Radio

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

Feb. 6, 2025, 8:41 p.m.

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Transistor Radio

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

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

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Transistor Radio

Episode 28: Top 3 Stories of Semiconductors 2024

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

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Transistor Radio

Episode 27: Intel, Nuclear, and China WFE

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

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Transistor Radio

Episode 26: Nuclear, Samsung

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

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Transistor Radio

Episode 25: Intel, Oracle and AI

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

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Transistor Radio

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

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

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Transistor Radio

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

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

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Transistor Radio

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

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

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Transistor Radio

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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Transistor Radio

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

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

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Transistor Radio

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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Transistor Radio

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

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

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Transistor Radio

Episode 17: High-NA EUV, Semiconductor Bears

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

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Transistor Radio

Episode 16: The Coming Automotive Semiconductor Downturn

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

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Transistor Radio

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

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

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Transistor Radio

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

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

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Transistor Radio

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

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

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Transistor Radio

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

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

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1 - 25 of 36 Results

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