Semi Doped

Por: Vikram Sekar and Austin Lyons

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

43 episodios disponibles

Latest episodes of the podcast Semi Doped

Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm 18/08/2026

NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings 11/08/2026

GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ 07/08/2026

How Retimers Built an $80B Company: The Story of Astera Labs 31/07/2026

News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV 29/07/2026

Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO) 24/07/2026

PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects 16/07/2026

WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics 10/07/2026

Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory 03/07/2026

Qualcomm's HBC Memory, Alphawave, Modular, and more 29/06/2026

Advanced Packaging, TSMC CoWoS, Intel EMIB 19/06/2026

Computex Mania 2026: Optics and Power 12/06/2026

Huawei's Tau Scaling Law: Is the "EUV Killer" Real? 29/05/2026

Lithography Masterclass 22/05/2026

Cerebras IPO 15/05/2026

Gimlet's Cross-Vendor Inference Cloud 12/05/2026

Power as the Next Physics Wall for AI 08/05/2026

CapEx is just Memory Tax Now, Deepseek V4 NAND impact 03/05/2026

Masterclass on Google's TPU v8 Networking 24/04/2026

Meta VP Matt Steiner on Ads Infra, GPUs, MTIA, and LLM-Written Kernels 20/04/2026

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