Transistor Radio
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!
Latest episodes
5 snips
Apr 5, 2023 • 36min
Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide
Learn about the structure of a data center network, different types of networking cards and switches, and various kinds of optics. Explore the advancements in networking speed, form factor, and the role of transceivers. Understand the significance of DSP in networking and the debate between linear direct drive and DSP technology. Discover Google's clever solution to switching and their focus on energy efficiency, scalability, and networking strategy.
Feb 21, 2023 • 33min
Episode 7: Where are we in the Inventory Cycle?
Doug and Dylan talk about the inventory cycle and where we are versus history.
Feb 14, 2023 • 34min
Episode 6: Intel Should Cut the Dividend, Memory Market Overview
Doug and Dylan talk about Intel and why they should cut the dividend
We talk about memory spending and industry structure
Nov 3, 2022 • 30min
Episode 5: Export Controls and the US / China Economic War
Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor technology controls.
Jun 30, 2022 • 48min
Episode 4: Backside Power and CXL
Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors.
Mar 21, 2022 • 35min
Episode 3: Geopolitics and Semiconductors
Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors.
In particular Neon gas really isn't a crisis - listen for more!
Feb 21, 2022 • 53min
Episode 2: Intel's Investor Day
Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals.
Jan 28, 2022 • 60min
Episode 1: TSMC's Q4 2021 Earnings
Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide and capex growth bodes well for the entire semiconductor industry.
