Transistor Radio
Doug Dylan Jon Jordan
A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors!
Episodes
Mentioned books
Jun 29, 2024 • 51min
Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched
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.
May 28, 2024 • 42min
Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs
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
May 2, 2024 • 48min
Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion
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.
Apr 24, 2024 • 31min
Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem
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).
Apr 3, 2024 • 45min
Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions
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.
Feb 1, 2024 • 60min
Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles
In today's VERY unhinged episode, Doug and Dylan briefly talk about ASML and Intel earnings before pivoting to their true desires - the stainless steel vacuum water bottle industry. Listen to the end for the worst joke of all time.
Jan 15, 2024 • 40min
Episode 17: High-NA EUV, Semiconductor Bears
In this episode, Jon gets asked about EUV. Dylan and Doug talk about Da Bears.
Jan 10, 2024 • 38min
Episode 16: The Coming Automotive Semiconductor Downturn
We are still alive. In this episode of Transistor Radio, Doug is reveling in the downfall of the automotive semiconductor industry. We also talk about our favorite cars.
Oct 26, 2023 • 43min
Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography
In this episode of Transistor Radio, Jon gets called a whip-cracker, Dylan rants about AMD earnings, and Doug declares it spooky earnings season.
Oh yeah, AND NOT INVESTMENT ADVICE
Oct 19, 2023 • 54min
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
We join Jordan Schneider from ChinaTalk to discuss the new chip regulations that just dropped.
