Transistor Radio

Technology

Transistor Radio

by 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!

45 episodes

EN language

All Episodes

1

TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness

50:06 Mar 5, 2026

2

TR 43: TR Live with Jeremie from SemiAnalysis

35:56 Jan 29, 2026

3

TR42: Beards, Wafer Fabrication Equipment, Claude Code

55:34 Jan 8, 2026

4

TR41: Mandate of Heaven (Nov 2025 Edition)

50:18 Nov 25, 2025

5

TR 40: InferenceMAX, Video games, Rare earths

55:00 Oct 10, 2025

6

TR39: Dylan's "Favorite" Semi Equipment, Intel, China

50:55 Oct 1, 2025

7

TR38: H20, GPT-5, Ajinomoto Build-up Film

1:07:43 Aug 12, 2025

8

Episode 37.5: Peak Software w. MechaDylan

25:48 Jul 10, 2025

9

Episode 37: Meta, Bees ... and other stuff

51:50 Jun 26, 2025

10

Episode 36: The AI Mandate of Heaven, Slop

1:01:25 Jun 3, 2025

11

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

34:13 May 29, 2025

12

Episode 34: Huawei, H20, and Tariffs

37:17 Apr 18, 2025

13

Episode 33: Tariff Sadness

49:43 Apr 8, 2025

14

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

50:04 Mar 26, 2025

15

Episode 31: The Boys Make a Space Fab

42:41 Feb 14, 2025

16

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

44:30 Feb 6, 2025

17

Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

51:34 Jan 4, 2025

18

Episode 28: Top 3 Stories of Semiconductors 2024

36:52 Nov 26, 2024

19

Episode 27: Intel, Nuclear, and China WFE

39:19 Oct 30, 2024

20

Episode 26: Nuclear, Samsung

39:08 Oct 9, 2024

21

Episode 25: Intel, Oracle and AI

42:51 Sep 17, 2024

22

Episode 24: Nvidia Delays, Japan Carry Trade, and Intel

42:34 Aug 7, 2024

23

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

51:01 Jun 29, 2024

24

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

41:55 May 28, 2024

25

Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion

47:42 May 2, 2024

26

Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

31:21 Apr 24, 2024

27

Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

44:46 Apr 3, 2024

28

Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles

59:47 Feb 1, 2024

29

Episode 17: High-NA EUV, Semiconductor Bears

39:42 Jan 15, 2024

30

Episode 16: The Coming Automotive Semiconductor Downturn

37:43 Jan 10, 2024

31

Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography

43:20 Oct 26, 2023

32

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

54:02 Oct 19, 2023

33

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

50:14 Oct 16, 2023

34

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

35:32 Oct 2, 2023

35

Episode 11: Jon Y of Asianometry Joins Transistor Radio

57:52 Sep 25, 2023

36

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

48:17 Apr 28, 2023

37

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

37:52 Apr 21, 2023

38

Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

35:33 Apr 5, 2023

39

Episode 7: Where are we in the Inventory Cycle?

32:42 Feb 21, 2023

40

Episode 6: Intel Should Cut the Dividend, Memory Market Overview

34:20 Feb 14, 2023

41

Episode 5: Export Controls and the US / China Economic War

29:36 Nov 3, 2022

42

Episode 4: Backside Power and CXL

48:21 Jun 30, 2022

43

Episode 3: Geopolitics and Semiconductors

34:46 Mar 21, 2022

44

Episode 2: Intel's Investor Day

53:01 Feb 21, 2022

45

Episode 1: TSMC's Q4 2021 Earnings

59:42 Jan 28, 2022

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