32 Episoder

  1. Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

    Publisert: 26.3.2025
  2. Episode 31: The Boys Make a Space Fab

    Publisert: 14.2.2025
  3. Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

    Publisert: 6.2.2025
  4. Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

    Publisert: 4.1.2025
  5. Episode 28: Top 3 Stories of Semiconductors 2024

    Publisert: 26.11.2024
  6. Episode 27: Intel, Nuclear, and China WFE

    Publisert: 30.10.2024
  7. Episode 26: Nuclear, Samsung

    Publisert: 9.10.2024
  8. Episode 25: Intel, Oracle and AI

    Publisert: 17.9.2024
  9. Episode 24: Nvidia Delays, Japan Carry Trade, and Intel

    Publisert: 7.8.2024
  10. Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

    Publisert: 29.6.2024
  11. Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

    Publisert: 28.5.2024
  12. Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion

    Publisert: 2.5.2024
  13. Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

    Publisert: 24.4.2024
  14. Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

    Publisert: 3.4.2024
  15. Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles

    Publisert: 1.2.2024
  16. Episode 17: High-NA EUV, Semiconductor Bears

    Publisert: 15.1.2024
  17. Episode 16: The Coming Automotive Semiconductor Downturn

    Publisert: 10.1.2024
  18. Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography

    Publisert: 26.10.2023
  19. Episode 14: Revised China Chip Controls - ChinaTalk Crossover

    Publisert: 19.10.2023
  20. Episode 13: Is AI the Fiber Bubble All Over Again?

    Publisert: 16.10.2023

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A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors!

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