Semi Doped
Vikram Sekar and Austin LyonsThe business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 41 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
Listen to this Podcast
Latest Episodes
The physical limits of copper are forcing a shift to optical interconnects in AI data centers. Austin sits down with GlobalFoundries' Thomas Barber to unpack why GF thinks it can lead that transition twice over: once with its long-running silicon pho... more
A retimer is a small, unglamorous chip. Astera turned it into a high-margin franchise. Austin and Vik cover why copper gives up at PCIe speeds, what a retimer does that a redriver can't, and how one H100 socket became a moat. Then Scorpio: can Astera... more
Austin Lyons and Vik Sekar break down the market's recent volatility. They discuss the rising fear around hyperscaler debt, visible in credit default swap (CDS) premiums, and the counter-argument that GPU ROI is actually understated. They then analyz... more
Vik Sekar and Austin Lyons tackle the biggest bottleneck in inference: moving data. They break down the three tiers of datacenter networking — scale up, scale out, scale across — and the core engineering trade-off at each layer: copper vs. optics. To... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Hosts
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 States6 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
India7 months ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #189 | United States/Technology |
Apple Podcasts | #184 |  United Kingdom/Technology |
Apple Podcasts | #48 |  Hong Kong/Technology |
Apple Podcasts | #101 |  Finland/Technology |
Apple Podcasts | #176 |  Singapore/Technology |
Apple Podcasts | #180 |  Taiwan/Technology |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About Semi Doped
What is Semi Doped about and what kind of topics does it cover?
This show covers the business and technology of semiconductors, with in-depth dives into AI hardware, data-center infrastructure, and advanced packaging. Episodes repeatedly explore how system-level design, memory hierarchies, interconnects, and power delivery shape performance and cost, often featuring practitioners and researchers who bridge engineering detail with market strategy. A notable strength is translating complex technical trends into actionable insights for engineers and investment-focused audiences, including real-world implications for hyperscalers, startups, and tooling ecosystems. The format tends to balance rigorous technical discussion with practical industry context, making it valuable for listeners who want to understan... more
Where can I find podcast stats for Semi Doped?
Rephonic provides a wide range of podcast stats for Semi Doped. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Semi Doped and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Semi Doped get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Semi Doped, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for Semi Doped?
Rephonic provides comprehensive predictive audience data for Semi Doped, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does Semi Doped have?
To see how many followers or subscribers Semi Doped has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Semi Doped?
These podcasts share a similar audience with Semi Doped:
1. SemiAnalysis Weekly
2. The Circuit
3. Invest Like the Best with Patrick O'Shaughnessy
4. Training Data
5. Sourcery
How many episodes of Semi Doped are there?
Semi Doped launched 7 months ago and published 41 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?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Semi Doped?
Rephonic pulls ratings and reviews for Semi Doped from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Semi Doped?
Rephonic provides full transcripts for episodes of Semi Doped. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on Semi Doped?
Recent guests on Semi Doped include:
1. Vik Shekhar
2. Vik Sekar
3. Matt Steiner
4. 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.