Transistor Radio

May 02 2024 29
Transistor Radio Podcast artwork

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. Come learn some more about Semiconductors!

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

May 02 2024 47 mins  
In today's episode, we talk AMD earnings and massive capital expenditure raises by the tech giants. Oh and in the middle, we talk about AI-powered baby cradles.

Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

Apr 23 2024 31 mins  
In this episode, we talk about Doug popping the AI bubble, earthquakes in Taiwan, and the Three-Body Problem (which two of us don't remember).

Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

Apr 02 2024 44 mins  
In today's episode, Jon gets hit by an earthquake, and we all ask about the wafers. Doug and Dylan ponder how Intel can get all the money it needs. And Jordan feels fear in a podcast that does not do any post-editing.

Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles

Feb 01 2024 59 mins  
In today's VERY unhinged episode, Doug and Dylan briefly talk about ASML and Intel earnings before pivoting to their true desires - the stainless steel vacuum water bottle industry. Listen to the end for the worst joke of all time.

Episode 17: High-NA EUV, Semiconductor Bears

Jan 15 2024 39 mins  
In this episode, Jon gets asked about EUV. Dylan and Doug talk about Da Bears.

Episode 16: The Coming Automotive Semiconductor Downturn

Jan 10 2024 37 mins  
We are still alive. In this episode of Transistor Radio, Doug is reveling in the downfall of the automotive semiconductor industry. We also talk about our favorite cars.

Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography

Oct 25 2023 43 mins  
In this episode of Transistor Radio, Jon gets called a whip-cracker, Dylan rants about AMD earnings, and Doug declares it spooky earnings season. Oh yeah, AND NOT INVESTMENT ADVICE

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

Oct 18 2023 54 mins  
We join Jordan Schneider from ChinaTalk to discuss the new chip regulations that just dropped.

Episode 13: Is AI the Fiber Bubble All Over Again?

Oct 16 2023 50 mins  
Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.

Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic

Oct 02 2023 35 mins  
In this chaotic episode, Jon gets asked if Zuck is a Chad or a Wojak. Dylan crashes the topic list. And Doug asks if anyone is actually using Github Copilot.