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Transistor Radio

Latest episodes

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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.
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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.
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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.
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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
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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.
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Oct 16, 2023 • 50min

Episode 13: Is AI the Fiber Bubble All Over Again?

Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.
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Oct 2, 2023 • 36min

Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic

In this chaotic episode, Jon gets asked if Zuck is a Chad or a Wojak. Dylan crashes the topic list. And Doug asks if anyone is actually using Github Copilot.
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Sep 25, 2023 • 58min

Episode 11: Jon Y of Asianometry Joins Transistor Radio

Doug, Dylan, and Jon talk about Huawei and various other topics
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Apr 28, 2023 • 48min

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

Doug, Dylan, and Jon talk about the TSMC earnings result.
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Apr 21, 2023 • 38min

Episode 9: Why AWS will miss the next wave of Cloud

Dylan and Doug talk about why Amazon will miss the next wave in cloud computing

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