Episodes

  • Episode 28: Top 3 Stories of Semiconductors 2024
    Nov 26 2024

    In today's joint ChinaTalk-Transistor Radio, Dylan, Doug, Jon, and Jordan go through their top 3 stories of 2024.

    Show More Show Less
    37 mins
  • Episode 27: Intel, Nuclear, and China WFE
    Oct 30 2024

    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 reactors and China WFE.

    Show More Show Less
    39 mins
  • Episode 26: Nuclear, Samsung
    Oct 9 2024

    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.


    In today's episode, we talk about recording with Dwarkesh, nuclear reactors, and ask what is going on with Samsung?

    Show More Show Less
    39 mins
  • Episode 25: Intel, Oracle and AI
    Sep 17 2024

    Yes we are still around. In this episode we talk Intel, Oracle, and Strawberry. Dylan touts a new conspiracy theory he refuses to divulge.

    Show More Show Less
    43 mins
  • Episode 24: Nvidia Delays, Japan Carry Trade, and Intel
    Aug 7 2024

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

    Show More Show Less
    43 mins
  • Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched
    Jun 29 2024

    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 overheated semicap, the cracked AI programmers in China, that new Etched chip, and nuclear reactors again

    Show More Show Less
    51 mins
  • Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs
    May 28 2024

    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 normalized the audio levels

    Show More Show Less
    42 mins
  • Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion
    May 2 2024

    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 baby cradles.

    Show More Show Less
    48 mins