Transistor Radio
Episodes
TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness
05 Mar 2026
Contributed by Lukas
Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.
TR 43: TR Live with Jeremie from SemiAnalysis
29 Jan 2026
Contributed by Lukas
Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.
TR42: Beards, Wafer Fabrication Equipment, Claude Code
08 Jan 2026
Contributed by Lukas
In today's wonderful episode, Doug, Dylan and Jordan discuss the latest Fabricated Knowledge post and beard hygiene. And Doug tells us about how a...
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 and then compare the AI bubble to the railroads.
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 earths.
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, WeiZ of SA, and Jon talk Intel, China, Huawei, and ...
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. In today's episode, we talk about the Nvidia H2...
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 appearance.
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 we just talked in circles.
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 AI Mandate of Heaven, and slop.
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 about what the CFO is wearing before Jordan and D...
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 on tariffs.
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. Dylan, Doug, Jordan and Jon talk GTC, Intel (finally),...
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 possible successor to Tim Cook.
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 Deepseek V3 and dispel several misunderstandings. W...
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 stories of 2024.
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 for all of you guys. We talk about Intel, nuclear re...
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 messed and I had to recover from cloud recording....
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 conspiracy theory he refuses to divulge.
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 over Intel
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 tip top form. In this episode, we talk about overhea...
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 egg farming. Updated for some desynced audio 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 giants. Oh and in the middle, we talk about AI-powered...
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 Problem (which two of us don't remember).
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 Dylan ponder how Intel can get all the money it needs...
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 before pivoting to their true desires - the stainless ...
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 automotive semiconductor industry. We also talk about...
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, and Doug declares it spooky earnings season. Oh y...
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. And Doug asks if anyone is actually using Github C...
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, Linear Direct Drive
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 and industry structure
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 technology controls.
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 semiconductors.
Episode 3: Geopolitics and Semiconductors
21 Mar 2022
Contributed by Lukas
Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors. In particular Neon gas really isn't a crisis - listen for...
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 surprising guide and capex growth bodes well for ...