Semi Doped
By Vikram Sekar and Austin Lyons
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Image by Vikram Sekar and Austin Lyons
Category: Technology
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Subscribers: 4
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Episodes: 56
Description
The business and technology of semiconductors. Alpha for engineers and investors alike.
| Episode | Date |
|---|---|
|
Why Marvell Wants Lumentum: Vertical Integration in AI Optics With Cignal AI
|
Oct 30, 2026 |
|
How Intel Took EMIB From Science Fiction to High Volume: Intel Foundry's Ravi Mahajan
|
Oct 28, 2026 |
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RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park
|
Oct 23, 2026 |
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MicroVCSELs vs MicroLEDs, a MicroExplainer
|
Oct 20, 2026 |
|
AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300
|
Oct 15, 2026 |
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Synopsys’s Amazon Deal and GPT-Synopsys: Ravi Subramanian
|
Oct 08, 2026 |
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Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That
|
Oct 01, 2026 |
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Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever
|
Sep 29, 2026 |
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Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCO
|
Sep 24, 2026 |
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Pacing AI Means More Compute, Not Less
|
Sep 18, 2026 |
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TSMC Will Buy High NA After All: ASML's New 6x12-Inch Mask
|
Sep 14, 2026 |
|
OpenAI’s Jalapeño! Feeling Hot Hot Hot!
|
Aug 27, 2026 |
|
Grok Bots and How CPUs are used in Agentic AI
|
Aug 24, 2026 |
|
Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm
|
Aug 18, 2026 |
|
NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings
|
Aug 11, 2026 |
|
GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ
|
Aug 07, 2026 |
|
How Retimers Built an $80B Company: The Story of Astera Labs
|
Aug 01, 2026 |
|
News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV
|
Jul 29, 2026 |
|
Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)
|
Jul 25, 2026 |
|
PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects
|
Jul 16, 2026 |
|
WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics
|
Jul 10, 2026 |
|
Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory
|
Jul 03, 2026 |
|
Qualcomm's HBC Memory, Alphawave, Modular, and more
|
Jun 29, 2026 |
|
Advanced Packaging, TSMC CoWoS, Intel EMIB
|
Jun 19, 2026 |
|
Computex Mania 2026: Optics and Power
|
Jun 12, 2026 |
|
Huawei's Tau Scaling Law: Is the "EUV Killer" Real?
|
May 29, 2026 |
|
Lithography Masterclass
|
May 22, 2026 |
|
Cerebras IPO
|
May 15, 2026 |
|
Gimlet's Cross-Vendor Inference Cloud
|
May 12, 2026 |
|
Power as the Next Physics Wall for AI
|
May 08, 2026 |
|
CapEx is just Memory Tax Now, Deepseek V4 NAND impact
|
May 04, 2026 |
|
Masterclass on Google's TPU v8 Networking
|
Apr 24, 2026 |
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Meta VP Matt Steiner on Ads Infra, GPUs, MTIA, and LLM-Written Kernels
|
Apr 20, 2026 |
|
Credo + Dust Photonics, XPO, Nuvacore
|
Apr 17, 2026 |
|
Is Intel Finally Back with a $300B market cap? OpenClaw can Dream?
|
Apr 10, 2026 |
|
Reiner Pope (MatX): Designing AI Chips From First Principles for LLMs
|
Apr 09, 2026 |
|
$300M for 70K Viewers | Intel x Elon, OpenAI x TBPN, Citrini's Strait of Hormuz Stunt
|
Apr 07, 2026 |
|
NVIDIA's Marvell Strategy, Is Memory Different This Time?, Intel's Ireland Fab
|
Apr 03, 2026 |
|
ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks
|
Mar 27, 2026 |
|
MicroLEDs Ain’t Dead, Micron Snags Vera Rubin
|
Mar 20, 2026 |
|
Quick Takes: Nvidia Keynote at GTC
|
Mar 17, 2026 |
|
Meta's Inference Accelerator & Applied Optoelectronics (AAOI)
|
Mar 13, 2026 |
|
The Great Optics-Copper Crossroads
|
Mar 07, 2026 |
|
Optical Supply Chain: What would you buy?
|
Feb 27, 2026 |
|
Optical Networking Supercycle - ALL the Tech You NEED to know
|
Feb 20, 2026 |
|
Memory Mayhem & AI Capex Madness
|
Feb 13, 2026 |
|
The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn
|
Feb 10, 2026 |
|
A New Era of Context Memory with Val Bercovici from WEKA
|
Feb 06, 2026 |
|
OpenClaw Makes AI Agents and CPUs Get Real
|
Feb 03, 2026 |
|
An Interview with Microsoft's Saurabh Dighe About Maia 200
|
Jan 28, 2026 |
|
Can Pre-GPT AI Accelerators Handle Long Context Workloads?
|
Jan 26, 2026 |
|
An Interview with Innoviz CEO Omer Keilaf about current LiDAR market dynamics
|
Jan 22, 2026 |
|
LiDAR, Explained: How It Works and Why It Matters
|
Jan 19, 2026 |
|
Nvidia CES 2026
|
Jan 12, 2026 |
|
Insights from IEDM 2025
|
Jan 08, 2026 |
|
Nvidia "Acquires" Groq
|
Jan 05, 2026 |