Über diesen Podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
45 Folgen · technology
Semi Doped
Neueste FolgeOpenAI’s Jalapeño! Feeling Hot Hot Hot!
Über diesen Podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
Neue Folgen
- Grok Bots and How CPUs are used in Agentic AI24. Aug. · 45 Min.
- Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm18. Aug. · 56 Min.
- NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings11. Aug. · 35 Min.
- GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ7. Aug. · 40 Min.
- How Retimers Built an $80B Company: The Story of Astera Labs1. Aug. · 48 Min.
- News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV29. Juli · 18 Min.
- Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)25. Juli · 49 Min.
- PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects16. Juli · 49 Min.
- WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics10. Juli · 1 Std. 04 Min.
- Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory3. Juli · 51 Min.
podlinkr.com/de/semi-doped
Für ein Plakat oder eine Folie.