About this podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
45 episodes · technology
Semi Doped
About this podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
Latest episodeOpenAI’s Jalapeño! Feeling Hot Hot Hot!
Recent episodes
- 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 Jul · 18 min
- Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)25 Jul · 49 min
- PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects16 Jul · 49 min
- WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics10 Jul · 1 h 04 min
- Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory3 Jul · 51 min
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