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
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 dive into TSMC's impressive Q4 results, revealing a surprising $40–44B capex plan and a bullish revenue forecast. They explore the rising importance of lagging-edge nodes amid shifts in demand from sectors like automotive and IoT. The discussion touches on AMD and NVIDIA's strategies amid supply constraints, as well as the implications of Intel's aggressive roadmap. The podcast also highlights the fragile supply chains and commoditized suppliers shaping the semiconductor landscape, while connecting it all to the growing demand for advanced computing solutions.
