Sobre este pódcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
45 episodios · technology
Semi Doped
Último episodioOpenAI’s Jalapeño! Feeling Hot Hot Hot!
Sobre este pódcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
Episodios recientes
- Grok Bots and How CPUs are used in Agentic AI24 ago · 45 min
- Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm18 ago · 56 min
- NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings11 ago · 35 min
- GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ7 ago · 40 min
- How Retimers Built an $80B Company: The Story of Astera Labs1 ago · 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
podlinkr.com/es/semi-doped
Para un cartel o una diapositiva.