Transistor Radio

32 Episodes

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

   Published: 3/26/2025
2. Episode 31: The Boys Make a Space Fab

   Published: 2/14/2025
3. Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

   Published: 2/6/2025
4. Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

   Published: 1/4/2025
5. Episode 28: Top 3 Stories of Semiconductors 2024

   Published: 11/26/2024
6. Episode 27: Intel, Nuclear, and China WFE

   Published: 10/30/2024
7. Episode 26: Nuclear, Samsung

   Published: 10/9/2024
8. Episode 25: Intel, Oracle and AI

   Published: 9/17/2024
9. Episode 24: Nvidia Delays, Japan Carry Trade, and Intel

   Published: 8/7/2024
10. Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

    Published: 6/29/2024
11. Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

    Published: 5/28/2024
12. Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion

    Published: 5/2/2024
13. Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

    Published: 4/24/2024
14. Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

    Published: 4/3/2024
15. Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles

    Published: 2/1/2024
16. Episode 17: High-NA EUV, Semiconductor Bears

    Published: 1/15/2024
17. Episode 16: The Coming Automotive Semiconductor Downturn

    Published: 1/10/2024
18. Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography

    Published: 10/26/2023
19. Episode 14: Revised China Chip Controls - ChinaTalk Crossover

    Published: 10/19/2023
20. Episode 13: Is AI the Fiber Bubble All Over Again?

    Published: 10/16/2023