Semi Doped
By Vikram Sekar and Austin Lyons
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Image by Vikram Sekar and Austin Lyons
Category: Technology
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Subscribers: 4
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Episodes: 26
Description
The business and technology of semiconductors. Alpha for engineers and investors alike.
| Episode | Date |
|---|---|
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CapEx is just Memory Tax Now, Deepseek V4 NAND impact
|
May 04, 2026 |
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Masterclass on Google's TPU v8 Networking
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Apr 24, 2026 |
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Meta VP Matt Steiner on Ads Infra, GPUs, MTIA, and LLM-Written Kernels
|
Apr 20, 2026 |
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Credo + Dust Photonics, XPO, Nuvacore
|
Apr 17, 2026 |
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Is Intel Finally Back with a $300B market cap? OpenClaw can Dream?
|
Apr 10, 2026 |
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Reiner Pope (MatX): Designing AI Chips From First Principles for LLMs
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Apr 09, 2026 |
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$300M for 70K Viewers | Intel x Elon, OpenAI x TBPN, Citrini's Strait of Hormuz Stunt
|
Apr 07, 2026 |
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NVIDIA's Marvell Strategy, Is Memory Different This Time?, Intel's Ireland Fab
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Apr 03, 2026 |
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ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks
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Mar 27, 2026 |
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MicroLEDs Ain’t Dead, Micron Snags Vera Rubin
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Mar 20, 2026 |
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Quick Takes: Nvidia Keynote at GTC
|
Mar 17, 2026 |
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Meta's Inference Accelerator & Applied Optoelectronics (AAOI)
|
Mar 13, 2026 |
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The Great Optics-Copper Crossroads
|
Mar 07, 2026 |
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Optical Supply Chain: What would you buy?
|
Feb 27, 2026 |
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Optical Networking Supercycle - ALL the Tech You NEED to know
|
Feb 20, 2026 |
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Memory Mayhem & AI Capex Madness
|
Feb 13, 2026 |
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The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn
|
Feb 10, 2026 |
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A New Era of Context Memory with Val Bercovici from WEKA
|
Feb 06, 2026 |
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OpenClaw Makes AI Agents and CPUs Get Real
|
Feb 03, 2026 |
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An Interview with Microsoft's Saurabh Dighe About Maia 200
|
Jan 28, 2026 |
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Can Pre-GPT AI Accelerators Handle Long Context Workloads?
|
Jan 26, 2026 |
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An Interview with Innoviz CEO Omer Keilaf about current LiDAR market dynamics
|
Jan 22, 2026 |
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LiDAR, Explained: How It Works and Why It Matters
|
Jan 19, 2026 |
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Nvidia CES 2026
|
Jan 12, 2026 |
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Insights from IEDM 2025
|
Jan 08, 2026 |
|
Nvidia "Acquires" Groq
|
Jan 05, 2026 |