Semi Doped
The business and technology of semiconductors. Alpha for engineers and investors alike.
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Episodes (47)
Pacing AI Means More Compute, Not Less
Sep 18, 2026
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TSMC Will Buy High NA After All: ASML's New 6x12-Inch Mask
Sep 14, 2026
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OpenAI’s Jalapeño! Feeling Hot Hot Hot!
Aug 27, 2026
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Grok Bots and How CPUs are used in Agentic AI
Aug 24, 2026
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Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm
Aug 18, 2026
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NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings
Aug 11, 2026
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GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ
Aug 7, 2026
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How Retimers Built an $80B Company: The Story of Astera Labs
Aug 1, 2026
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News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV
Jul 29, 2026
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Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)
Jul 25, 2026
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PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects
Jul 16, 2026
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WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics
Jul 10, 2026
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Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory
Jul 3, 2026
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Qualcomm's HBC Memory, Alphawave, Modular, and more
Jun 29, 2026
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Advanced Packaging, TSMC CoWoS, Intel EMIB
Jun 19, 2026
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Computex Mania 2026: Optics and Power
Jun 12, 2026
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Huawei's Tau Scaling Law: Is the "EUV Killer" Real?
May 29, 2026
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Lithography Masterclass
May 22, 2026
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Cerebras IPO
May 15, 2026
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Gimlet's Cross-Vendor Inference Cloud
May 12, 2026
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Power as the Next Physics Wall for AI
May 8, 2026
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CapEx is just Memory Tax Now, Deepseek V4 NAND impact
May 4, 2026
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Masterclass on Google's TPU v8 Networking
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
Apr 9, 2026
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$300M for 70K Viewers | Intel x Elon, OpenAI x TBPN, Citrini's Strait of Hormuz Stunt
Apr 7, 2026
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NVIDIA's Marvell Strategy, Is Memory Different This Time?, Intel's Ireland Fab
Apr 3, 2026
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ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks
Mar 27, 2026
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MicroLEDs Ain’t Dead, Micron Snags Vera Rubin
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 7, 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 6, 2026
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OpenClaw Makes AI Agents and CPUs Get Real
Feb 3, 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 8, 2026
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Nvidia "Acquires" Groq
Jan 5, 2026
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