Transistor Radio

May 27 2024 43 mins 31

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!

Subscribe on Podcast Addict

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

May 27 2024 41 mins

I hope you all had a great Memorial Day. In today's episode we talk Nvidia, time in Europe, and egg farming. Updated for some desynced audio and normalized the audio levels

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.