Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Episode 27: Intel, Nuclear, and China WFE
|
Oct 30, 2024 |
Episode 26: Nuclear, Samsung
|
Oct 09, 2024 |
Episode 25: Intel, Oracle and AI
|
Sep 17, 2024 |
Episode 24: Nvidia Delays, Japan Carry Trade, and Intel
|
Aug 07, 2024 |
Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched
|
Jun 29, 2024 |
Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs
|
May 28, 2024 |
Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion
|
May 02, 2024 |
Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem
|
Apr 24, 2024 |
Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions
|
Apr 03, 2024 |
Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles
|
Feb 01, 2024 |
Episode 17: High-NA EUV, Semiconductor Bears
|
Jan 15, 2024 |
Episode 16: The Coming Automotive Semiconductor Downturn
|
Jan 10, 2024 |
Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography
|
Oct 26, 2023 |
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
|
Oct 19, 2023 |
Episode 13: Is AI the Fiber Bubble All Over Again?
|
Oct 16, 2023 |
Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic
|
Oct 02, 2023 |
Episode 11: Jon Y of Asianometry Joins Transistor Radio
|
Sep 25, 2023 |
Episode 10: Jon from Asianometry joins to Talk TSMC Earnings
|
Apr 28, 2023 |
Episode 9: Why AWS will miss the next wave of Cloud
|
Apr 21, 2023 |
Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide
|
Apr 05, 2023 |
Episode 7: Where are we in the Inventory Cycle?
|
Feb 21, 2023 |
Episode 6: Intel Should Cut the Dividend, Memory Market Overview
|
Feb 14, 2023 |
Episode 5: Export Controls and the US / China Economic War
|
Nov 03, 2022 |
Episode 4: Backside Power and CXL
|
Jun 30, 2022 |
Episode 3: Geopolitics and Semiconductors
|
Mar 21, 2022 |
Episode 2: Intel's Investor Day
|
Feb 21, 2022 |
Episode 1: TSMC's Q4 2021 Earnings
|
Jan 28, 2022 |