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Transistor Radio

#200
Language: en Technology

Activity Overview

Episode publication activity over the past year

Last Checked: 2025-12-07 03:16:30.602159

TR41: Mandate of Heaven (Nov 2025 Edition)

25 Nov 2025

Contributed by Lukas

In today's episode, Doug, Dylan, Jordan, and Wei discuss who now has the AI Mandate of Heaven an...

TR 40: InferenceMAX, Video games, Rare earths

10 Oct 2025

Contributed by Lukas

In today's episode of Transistor Radio, the boys discuss InferenceMAX, video games, and rare ear...

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

01 Oct 2025

Contributed by Lukas

Unfortunately we did another episode of Transistor Radio. In today's episode, Dylan, Doug, Jordan, W...

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

12 Aug 2025

Contributed by Lukas

For the second episode in a row, Dylan doesn't make it through an episode of Transistor Radio. I...

Episode 37.5: Peak Software w. MechaDylan

10 Jul 2025

Contributed by Lukas

Dylan is sick so this is not an official Transistor Radio episode. But MechaDylan does make an appea...

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

26 Jun 2025

Contributed by Lukas

The topic of today's original episode was unavailable for recording due to conflict reasons so w...

Episode 36: The AI Mandate of Heaven, Slop

03 Jun 2025

Contributed by Lukas

Three of the Transistor Four are together today. In today's episode we discuss NSF funding, the ...

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

29 May 2025

Contributed by Lukas

In today's episode of Transistor Radio, we don't talk about Nvidia earnings but instead talk...

Episode 34: Huawei, H20, and Tariffs

18 Apr 2025

Contributed by Lukas

In today's podcast, the boys talk about how cracked Huawei is, discuss H20, and Dylan gives his take...

Episode 33: Tariff Sadness

08 Apr 2025

Contributed by Lukas

Sorry about the weird intro, I got cut off.

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

26 Mar 2025

Contributed by Lukas

In today's episode, we have some droplets of alpha for people willing to wade through the crap. Dyla...

Episode 31: The Boys Make a Space Fab

14 Feb 2025

Contributed by Lukas

Dylan, Doug and Jon talk about fabricating chips in space, Intel (not), TSMC rumors, and Le Stargate...

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

06 Feb 2025

Contributed by Lukas

In today's episode, we talk Google earnings, rank the AI labs, and discuss Apple's only poss...

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

04 Jan 2025

Contributed by Lukas

Happy new year, every one. In tonight's unhinged episode, Dylan recounts a wild Christmas. We talk D...

Episode 28: Top 3 Stories of Semiconductors 2024

26 Nov 2024

Contributed by Lukas

In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 sto...

Episode 27: Intel, Nuclear, and China WFE

30 Oct 2024

Contributed by Lukas

Another episode of Transistor Radio. We continue to worsen the show's quality to make it more fun fo...

Episode 26: Nuclear, Samsung

09 Oct 2024

Contributed by Lukas

Note: I apologize, my audio is a bit quiet. Not sure what happened but my whole onside recording got...

Episode 25: Intel, Oracle and AI

17 Sep 2024

Contributed by Lukas

Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new co...

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

07 Aug 2024

Contributed by Lukas

In today's episode, we talk about Nvidia Blackwell delays, what is a Japan carry trade, and cry ...

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

29 Jun 2024

Contributed by Lukas

I am traveling today so I don't have my regular mic. Dylan podcasted from bed, but Doug is in ti...

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

28 May 2024

Contributed by Lukas

I hope you all had a great Memorial Day. In today's episode we talk Nvidia, time in Europe, and ...

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

02 May 2024

Contributed by Lukas

In today's episode, we talk AMD earnings and massive capital expenditure raises by the tech gian...

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

24 Apr 2024

Contributed by Lukas

In this episode, we talk about Doug popping the AI bubble, earthquakes in Taiwan, and the Three-Body...

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

03 Apr 2024

Contributed by Lukas

In today's episode, Jon gets hit by an earthquake, and we all ask about the wafers. Doug and Dyl...

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

01 Feb 2024

Contributed by Lukas

In today's VERY unhinged episode, Doug and Dylan briefly talk about ASML and Intel earnings befo...

Episode 17: High-NA EUV, Semiconductor Bears

15 Jan 2024

Contributed by Lukas

In this episode, Jon gets asked about EUV. Dylan and Doug talk about Da Bears.

Episode 16: The Coming Automotive Semiconductor Downturn

10 Jan 2024

Contributed by Lukas

We are still alive. In this episode of Transistor Radio, Doug is reveling in the downfall of the aut...

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

26 Oct 2023

Contributed by Lukas

In this episode of Transistor Radio, Jon gets called a whip-cracker, Dylan rants about AMD earnings,...

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

19 Oct 2023

Contributed by Lukas

We join Jordan Schneider from ChinaTalk to discuss the new chip regulations that just dropped.

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

16 Oct 2023

Contributed by Lukas

Doug talks the Fiber bubble. Jon and Dylan ponder the similarities with AI.

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

02 Oct 2023

Contributed by Lukas

In this chaotic episode, Jon gets asked if Zuck is a Chad or a Wojak. Dylan crashes the topic list. ...

Episode 11: Jon Y of Asianometry Joins Transistor Radio

25 Sep 2023

Contributed by Lukas

Doug, Dylan, and Jon talk about Huawei and various other topics

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

28 Apr 2023

Contributed by Lukas

Doug, Dylan, and Jon talk about the TSMC earnings result.

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

21 Apr 2023

Contributed by Lukas

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

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

05 Apr 2023

Contributed by Lukas

We talk about the entire data center networking stack, how it all works, and the big news at OFC, Li...

Episode 7: Where are we in the Inventory Cycle?

21 Feb 2023

Contributed by Lukas

Doug and Dylan talk about the inventory cycle and where we are versus history. 

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

14 Feb 2023

Contributed by Lukas

Doug and Dylan talk about Intel and why they should cut the dividend We talk about memory spending ...

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

03 Nov 2022

Contributed by Lukas

Dylan and Doug talk about the recent export controls and the China x US escalation of semiconductor ...

Episode 4: Backside Power and CXL

30 Jun 2022

Contributed by Lukas

Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semico...

Episode 3: Geopolitics and Semiconductors

21 Mar 2022

Contributed by Lukas

Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors. In part...

Episode 2: Intel's Investor Day

21 Feb 2022

Contributed by Lukas

Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals. 

Episode 1: TSMC's Q4 2021 Earnings

28 Jan 2022

Contributed by Lukas

Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The...