Über diesen Podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
50 Folgen · Technologie
Semi Doped
Über diesen Podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
Neue Folgen
- Synopsys’s Amazon Deal and GPT-Synopsys: Ravi Subramanian8. Okt. · 42 Min.
- Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That1. Okt. · 51 Min.
- Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever29. Sept. · 57 Min.
- Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCO24. Sept. · 21 Min.
- Pacing AI Means More Compute, Not Less18. Sept. · 37 Min.
- TSMC Will Buy High NA After All: ASML's New 6x12-Inch Mask14. Sept. · 50 Min.
- OpenAI’s Jalapeño! Feeling Hot Hot Hot!27. Aug. · 55 Min.
- Grok Bots and How CPUs are used in Agentic AI24. Aug. · 45 Min.
- Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm18. Aug. · 56 Min.
- NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings11. Aug. · 35 Min.
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