Transistor Radio

Episode 37: Meta, Bees ... and other stuff Jun 26, 2025

The topic of today's original episode was unavailable for recording due to conflict reasons so we just talked in circles.

Episode 36: The AI Mandate of Heaven, Slop Jun 03, 2025

Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the AI Mandate of Heaven, and slop.

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk May 29, 2025

In today's episode of Transistor Radio, we don't talk about Nvidia earnings but instead talk about what the CFO is wearing before Jordan and Dylan go back and forth on the Middle East chips deals.

Episode 34: Huawei, H20, and Tariffs Apr 18, 2025

In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take on tariffs.

Episode 33: Tariff Sadness Apr 08, 2025

Sorry about the weird intro, I got cut off.

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave Mar 26, 2025

In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally), and then Coreweave versus hyperscalers.

Episode 31: The Boys Make a Space Fab Feb 14, 2025

Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate.

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine Feb 06, 2025

In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only possible successor to Tim Cook.

Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics Jan 04, 2025

Happy new year, every one. In tonight's unhinged episode, Dylan recounts a wild Christmas. We talk Deepseek V3 and dispel several misunderstandings. We discuss Al Pastor and its differences with shawarma. And close with microplastics.

Episode 28: Top 3 Stories of Semiconductors 2024 Nov 26, 2024

In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.

Episode 27: Intel, Nuclear, and China WFE Oct 30, 2024

Another episode of Transistor Radio. We continue to worsen the show's quality to make it more fun for all of you guys. We talk about Intel, nuclear reactors and China WFE.

Episode 26: Nuclear, Samsung Oct 09, 2024

Note: I apologize, my audio is a bit quiet. Not sure what happened but my whole onside recording got messed and I had to recover from cloud recording.

In today's episode, we talk about recording with Dwarkesh, nuclear reactors, and ask what is going on with Samsung?

Episode 25: Intel, Oracle and AI Sep 17, 2024

Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new conspiracy theory he refuses to divulge.

Episode 24: Nvidia Delays, Japan Carry Trade, and Intel Aug 07, 2024

In today's episode, we talk about Nvidia Blackwell delays, what is a Japan carry trade, and cry over Intel

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched Jun 29, 2024

I am traveling today so I don't have my regular mic. Dylan podcasted from bed, but Doug is in tip top form. In this episode, we talk about overheated semicap, the cracked AI programmers in China, that new Etched chip, and nuclear reactors again

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs May 28, 2024

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

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 24, 2024

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 03, 2024

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

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

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

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 26, 2023

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 19, 2023

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

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

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.

Episode 11: Jon Y of Asianometry Joins Transistor Radio Sep 25, 2023

Doug, Dylan, and Jon talk about Huawei and various other topics

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings Apr 28, 2023

Doug, Dylan, and Jon talk about the TSMC earnings result.

Episode 9: Why AWS will miss the next wave of Cloud Apr 21, 2023

Dylan and Doug talk about why Amazon will miss the next wave in cloud computing

Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide Apr 05, 2023

We talk about the entire data center networking stack, how it all works, and the big news at OFC, Linear Direct Drive

Episode 7: Where are we in the Inventory Cycle? Feb 21, 2023

Doug and Dylan talk about the inventory cycle and where we are versus history.

Episode 6: Intel Should Cut the Dividend, Memory Market Overview Feb 14, 2023

Doug and Dylan talk about Intel and why they should cut the dividend

We talk about memory spending and industry structure

Episode 5: Export Controls and the US / China Economic War Nov 03, 2022

Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls.

Episode 4: Backside Power and CXL Jun 30, 2022

Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors.

Episode 3: Geopolitics and Semiconductors Mar 21, 2022

Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors.
In particular Neon gas really isn't a crisis - listen for more!

Episode 2: Intel's Investor Day Feb 21, 2022

Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals.

Episode 1: TSMC's Q4 2021 Earnings Jan 28, 2022

Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide and capex growth bodes well for the entire semiconductor industry.

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