Transistor Radio

Delve into the exciting world of 2024's semiconductor landscape! The hosts engage in a humorous take on industry acquisitions and share personal stories about work-life balance. Discover the surprising revival of American manufacturing and hear about Samsung's challenges amid leadership changes. Explore the impact of AI on market dynamics and the notable rise of companies like NVIDIA. Finally, discuss how political shifts could reshape the industry, with a nod to Taiwan's essential role in manufacturing.

Humor takes center stage as the speakers lampoon Intel's ongoing struggles with its delayed 18A technology. Insights into the semiconductor industry reveal how Chinese manufacturing impacts global competitiveness. They humorously tie semiconductor challenges to nuclear power, addressing project management and regulatory hurdles. The camaraderie shines through playful banter, with amusing anecdotes from their group chat. They also delve into industry dynamics, touching on AMD and NVIDIA, and lament the intricate landscape of compliance in tech sales.

Note: I apologize, my audio is a bit quiet. Not sure what happened but my whole onside recording got messed and I had to recover from cloud recording. In today's episode, we talk about recording with Dwarkesh, nuclear reactors, and ask what is going on with Samsung?

Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new conspiracy theory he refuses to divulge.

In today's episode, we talk about Nvidia Blackwell delays, what is a Japan carry trade, and cry over Intel

The hosts discuss overheated semicap, cracked AI programmers in China, the new Etched chip, and nuclear reactors. They delve into semiconductor industry trends, investment concerns, Huawei Ascend AI chip, Western vs Chinese chip development approaches, small modular reactors, and advantages of nuclear power.

I hope you all had a great Memorial Day. In today's episode we talk Nvidia, time in Europe, and egg farming. Updated for some desynced audio and normalized the audio levels

In today's episode, we talk AMD earnings and massive capital expenditure raises by the tech giants. Oh and in the middle, we talk about AI-powered baby cradles.

In this episode, we talk about Doug popping the AI bubble, earthquakes in Taiwan, and the Three-Body Problem (which two of us don't remember).

In today's episode, Jon gets hit by an earthquake, and we all ask about the wafers. Doug and Dylan ponder how Intel can get all the money it needs. And Jordan feels fear in a podcast that does not do any post-editing.