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. Come learn some more about Semiconductors!

Latest Episodes:

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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