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Semi Doped

Vikram Sekar and Austin Lyons

The business and technology of semiconductors. Alpha for engineers and investors alike.

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Episodis

59 episodis

  1. Jensen Huang Resigns 31:44
  2. Intel's Earnings Disaster: Bad Luck, Bad Planning, or Both? 57:03
  3. 3D Stacked DRAM for Inference: d-Matrix's Sudeep Bhoja 1:15:44
  4. Why Marvell Wants Lumentum: Vertical Integration in AI Optics With Cignal AI 40:22
  5. How Intel Took EMIB From Science Fiction to High Volume: Intel Foundry's Ravi Mahajan 45:58
  6. RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park 1:06:20
  7. MicroVCSELs vs MicroLEDs, a MicroExplainer 39:18
  8. AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300 49:28
  9. Synopsys’s Amazon Deal and GPT-Synopsys: Ravi Subramanian 42:22
  10. Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That 50:50
  11. Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever 56:52
  12. Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCO 20:50
  13. Pacing AI Means More Compute, Not Less 36:48
  14. TSMC Will Buy High NA After All: ASML's New 6x12-Inch Mask 50:16
  15. OpenAI’s Jalapeño! Feeling Hot Hot Hot! 54:32
  16. Grok Bots and How CPUs are used in Agentic AI 44:54
  17. Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm 55:31
  18. NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings 34:53
  19. GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ 39:33
  20. How Retimers Built an $80B Company: The Story of Astera Labs 47:44
  21. News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV 17:56
  22. Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO) 49:11
  23. PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects 49:20
  24. WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics 1:04:11
  25. Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory 50:55
  26. Qualcomm's HBC Memory, Alphawave, Modular, and more 59:43
  27. Advanced Packaging, TSMC CoWoS, Intel EMIB 1:09:03
  28. Computex Mania 2026: Optics and Power 48:13
  29. Huawei's Tau Scaling Law: Is the "EUV Killer" Real? 38:51
  30. Lithography Masterclass 1:03:17
  31. Cerebras IPO 50:36
  32. Gimlet's Cross-Vendor Inference Cloud 48:52
  33. Power as the Next Physics Wall for AI 41:34
  34. CapEx is just Memory Tax Now, Deepseek V4 NAND impact 45:53
  35. Masterclass on Google's TPU v8 Networking 46:59
  36. Meta VP Matt Steiner on Ads Infra, GPUs, MTIA, and LLM-Written Kernels 39:56
  37. Credo + Dust Photonics, XPO, Nuvacore 38:10
  38. Is Intel Finally Back with a $300B market cap? OpenClaw can Dream? 34:23
  39. Reiner Pope (MatX): Designing AI Chips From First Principles for LLMs 38:57
  40. $300M for 70K Viewers | Intel x Elon, OpenAI x TBPN, Citrini's Strait of Hormuz Stunt 36:14
  41. NVIDIA's Marvell Strategy, Is Memory Different This Time?, Intel's Ireland Fab 42:01
  42. ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks 52:15
  43. MicroLEDs Ain’t Dead, Micron Snags Vera Rubin 43:05
  44. Quick Takes: Nvidia Keynote at GTC 58:48
  45. Meta's Inference Accelerator & Applied Optoelectronics (AAOI) 1:01:56
  46. The Great Optics-Copper Crossroads 48:16
  47. Optical Supply Chain: What would you buy? 1:01:42
  48. Optical Networking Supercycle - ALL the Tech You NEED to know 46:08
  49. Memory Mayhem & AI Capex Madness 58:53
  50. The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn 40:38