Semi Doped
Vikram Sekar and Austin LyonsThe business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 15 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
Listen to this Podcast
Latest Episodes
Austin recaps moderating an agentic AI panel at Synopsys Converge, then gives an in-depth technical breakdown of Meta's MTIA custom silicon. Why they're building it, how chiplets let them ship a new chip every 6 months, and how the roadmap is shiftin... more
This week, Austin and Vik break down the optics vs. copper debate that rocked semis this week. Nvidia dropped $4 billion on Lumentum and Coherent, Credo posted a blowout quarter betting on copper, and then Hock Tan shocked everyone claiming 400G per ... more
This week, we move from optics technology to optics companies. We walk the AI optical supply chain from bottom to top. Main debate: Who has a moat? Who is already priced for perfection? *Not investment advice, do your own due diligence*
AXTI - Indi... more
Austin and Vik delve into the evolving landscape of optics and networking, particularly in relation to AI and data centers.
The conversation covers various scales of networking, including scale across, scale out, and scale up, while also addressing... more
Key Facts
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Reviews
- 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
India2 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #222 |  United States/Technology |
Apple Podcasts | #192 |  United Kingdom/Technology |
Apple Podcasts | #44 |  Taiwan/Technology |
Apple Podcasts | #65 |  Singapore/Technology |
Apple Podcasts | #146 |  Hong Kong/Technology |
Apple Podcasts | #153 |  Spain/Technology |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| 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?
Focusing on the dynamic field of semiconductors, content engages listeners with in-depth discussions about market trends, technological advancements, and industry challenges. Episodes feature interviews with key players, providing insider perspectives on topics like LIDAR technology, AI implications, transistor innovations, and major corporate acquisitions in the semiconductor space. Neatly balancing technical depth with accessibility, it appeals to both engineers and investors interested in the rapidly evolving technology landscape. Unique insights into future applications of semiconductor technology outside traditional domains further enhance its value.
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. The a16z Show
2. Dwarkesh Podcast
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4. Odd Lots
5. Capital Allocators – Inside the Institutional Investment Industry
How many episodes of Semi Doped are there?
Semi Doped launched 2 months ago and published 15 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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