Podcast

Semi Doped

The business and technology of semiconductors. Alpha for engineers and investors alike.

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Latest episodes

  1. NEWS TAKE: China's Optical Ban, Volta's $10B Anthropic Deal, AMD's Earnings11 Aug 2026
  2. GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ7 Aug 2026
  3. How Retimers Built an $80B Company: The Story of Astera Labs1 Aug 2026
  4. News Take: Hyperscaler CDS, SK Hynix Earnings, China's DUV29 Jul 2026
  5. Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)25 Jul 2026
  6. PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects16 Jul 2026
  7. WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics10 Jul 2026
  8. Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory3 Jul 2026
  9. Qualcomm's HBC Memory, Alphawave, Modular, and more29 Jun 2026
  10. Advanced Packaging, TSMC CoWoS, Intel EMIB19 Jun 2026