Semi Doped
Vikram Sekar and Austin LyonsThe business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 28 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
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Latest Episodes
Gimlet Labs runs an inference cloud built on heterogeneous silicon. Their software traces a PyTorch workload, segments it into its component parts, and schedules each piece onto the best-suited hardware — connecting chips from different vendors on a ... more
What's common to optics and power that ruins everything in the era of AI?
Resistance.
The same physics that drove interconnects to optics is now driving low-voltage power delivery up to 800V. Austin Lyons (Chipstrat) and Vik Sekar (Vik's Newsletter... more
The hyperscaler memory tax quarter.
More CapEx? Pssh. We knew flops needed scaling.
But $25B at Microsoft alone just to pay higher component prices?Â
A memory tax. That's the news.
NAND? Sold out. HBM? Sold out.
What we cover:
• SanDisk revenue... more
Google's Cloud Next 2026 keynote? Fire. 🔥
The TPU is now two chips instead of one — 8t for training, 8i for inference — but more interestingly, it's two scale-up networking topologies too.
Austin Lyons (Chipstrat) and Vik Sekar (Vik's Newsletter) ... more
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Reviews
- Amazing Amazing! 🩶👾
Semi Doped has quickly become my absolute favorite due to its insightful and well-researched content, including detailed interviews with industry experts and comprehensive analysis of current trends.
I always learn something new from every episode, thanks to the clear explanations that make even the most complex topics accessible and understandable.
Thanks so much, Vik and Austin, for all the hard work! Your effort truly means a lot. 🚀🚀
Apple Podcasts5Overclocked Espresso
United States3 months ago - Best thing to listen if you’re into tech and semiconductor space
Thankyou. Absolutely and wholeheartedly love your show. Both your Substack are joy to read. Every. Single. Time.
With gratitude 🙏
Apple Podcasts5Iuy123
India4 months ago
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #215 | United States/Technology |
Apple Podcasts | #116 |  United Kingdom/Technology |
Apple Podcasts | #36 |  Hong Kong/Technology |
Apple Podcasts | #50 |  Saudi Arabia/Technology |
Apple Podcasts | #52 |  Norway/Technology |
Apple Podcasts | #94 |  United Arab Emirates/Technology |
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Frequently Asked Questions About Semi Doped
What is Semi Doped about and what kind of topics does it cover?
A technology-focused show about the business and engineering of semiconductors and AI hardware. Episodes center on memory dynamics, multi-vendor silicon strategies, data-center AI infrastructure, and the economics of owning versus renting hardware, with nuanced takes on interconnects, optics, and accelerator ecosystems. Hosts mix market analysis, technical debates, and anecdotes from field deployments and startups, often exploring open-source and compiler software questions alongside hardware architecture. The format often features high-level industry outlooks, practical implications for engineers and executives, and guest perspectives from chip designers and researchers, making it valuable for both industry professionals and investors seek... more
Where can I find podcast stats for Semi Doped?
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How many listeners does Semi Doped get?
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What are the audience demographics for Semi Doped?
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How many subscribers and views does Semi Doped have?
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Which podcasts are similar to Semi Doped?
These podcasts share a similar audience with Semi Doped:
1. Cheeky Pint
2. Invest Like the Best with Patrick O'Shaughnessy
3. No Priors: Artificial Intelligence | Technology | Startups
4. Sharp Tech with Ben Thompson
5. The a16z Show
How many episodes of Semi Doped are there?
Semi Doped launched 4 months ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Semi Doped?
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Where can I see ratings and reviews for Semi Doped?
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What guests have appeared on Semi Doped?
Recent guests on Semi Doped include:
1. Vik Sekar
2. Matt Steiner
3. Reiner Pope
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.