Transistor Radio

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**Transistor Radio**

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!

Latest Episodes:

TR46: AI Mandate of Heaven 2026 Aug 21, 2026

Show notes

So it is another TR episode slop, and for this one we rank the AI labs mandate of heaven.

TR45: Michelle's Debut! May 15, 2026

Show notes

Yes TR is back. Welcoming Michelle to Transistor Radio!

TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness Mar 05, 2026

Show notes

Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

TR 43: TR Live with Jeremie from SemiAnalysis Jan 29, 2026

Show notes

Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.

TR42: Beards, Wafer Fabrication Equipment, Claude Code Jan 08, 2026

Show notes

In today's wonderful episode, Doug, Dylan and Jordan discuss the latest Fabricated Knowledge post and beard hygiene. And Doug tells us about how awesome Claude Code has become.

TR41: Mandate of Heaven (Nov 2025 Edition) Nov 25, 2025

Show notes

In today's episode, Doug, Dylan, Jordan, and Wei discuss who now has the AI Mandate of Heaven and then compare the AI bubble to the railroads.

TR 40: InferenceMAX, Video games, Rare earths Oct 10, 2025

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In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare earths.

TR39: Dylan's "Favorite" Semi Equipment, Intel, China Oct 01, 2025

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Unfortunately we did another episode of Transistor Radio. In today's episode, Dylan, Doug, Jordan, WeiZ of SA, and Jon talk Intel, China, Huawei, and Sora 2.

TR38: H20, GPT-5, Ajinomoto Build-up Film Aug 12, 2025

Show notes

For the second episode in a row, Dylan doesn't make it through an episode of Transistor Radio. In today's episode, we talk about the Nvidia H20 rev-share/tax/tariff, the GPT-5 galaxy brain, and ABF.

Episode 37.5: Peak Software w. MechaDylan Jul 10, 2025

Show notes

Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appearance.

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