LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics
Jan. 4, 2025, 8:41 p.m.
Episode 28: Top 3 Stories of Semiconductors 2024
Nov. 26, 2024, 8:41 p.m.
Episode 27: Intel, Nuclear, and China WFE
Oct. 30, 2024, 8:41 p.m.
Episode 26: Nuclear, Samsung
Oct. 8, 2024, 8:27 p.m.
Episode 25: Intel, Oracle and AI
Sept. 17, 2024, 2:09 a.m.
Episode 24: Nvidia Delays, Japan Carry Trade, and Intel
Aug. 6, 2024, 8:55 p.m.
Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched
June 29, 2024, 2:13 a.m.
Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs
May 27, 2024, 9:36 p.m.
Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion
May 1, 2024, 10:59 p.m.
Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem
April 23, 2024, 8:51 a.m.
Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions
April 3, 2024, 12:04 a.m.
Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles
Feb. 1, 2024, 6:37 a.m.
Episode 17: High-NA EUV, Semiconductor Bears
Jan. 14, 2024, 10:18 p.m.
Episode 16: The Coming Automotive Semiconductor Downturn
Jan. 10, 2024, 8:41 p.m.
Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography
Oct. 25, 2023, 5:53 p.m.
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
Oct. 19, 2023, 1:44 a.m.
Episode 13: Is AI the Fiber Bubble All Over Again?
Oct. 16, 2023, 2:30 a.m.
Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic
Oct. 2, 2023, 3:42 a.m.
Episode 11: Jon Y of Asianometry Joins Transistor Radio
Sept. 25, 2023, 1:37 a.m.
Episode 10: Jon from Asianometry joins to Talk TSMC Earnings
April 28, 2023, 3:04 p.m.
Episode 9: Why AWS will miss the next wave of Cloud
April 21, 2023, 3:04 a.m.
Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide
April 5, 2023, 5:04 p.m.
Episode 7: Where are we in the Inventory Cycle?
Feb. 21, 2023, 11:04 a.m.
Episode 6: Intel Should Cut the Dividend, Memory Market Overview
Feb. 14, 2023, 5:04 p.m.
Episode 5: Export Controls and the US / China Economic War
Nov. 3, 2022, 3:04 p.m.