About this podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
50 episodes · Technologie
Semi Doped
About this podcast
The business and technology of semiconductors. Alpha for engineers and investors alike.
Recent episodes
- Synopsys’s Amazon Deal and GPT-Synopsys: Ravi Subramanian8 Oct · 42 min
- Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That1 Oct · 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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