
The business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 34 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||

Qualcomm flew Austin to New York for its investor day, where the communications company laid out a plan to make data center, automotive, and IoT two-thirds of its business by FY29. Austin was in the room and asked Cristiano Amon a question on the rec... more
New episode: Advanced packaging for AI chips, from wire bonds to TSMC CoWOS and Intel EMIB.
Packaging is no longer an afterthought. It is the chip, and Intel's EMIB challenges TSMC's CoWOS.
• Three CoWOS flavors: silicon, organic RDL, local bridges... more
Austin and Vik discuss their recent experience at Computex, where they met for the first time in person after six months of podcasting together.
They share insights about the massive show, the people they connected with, and the exciting developmen... more
Huawei dropped a paper claiming 1.4nm-class performance without EUV, and the internet immediately declared ASML dead and US export controls useless. Austin and Vik recorded one day after Memorial Day to unpack what Huawei actually announced at ISCAS ... more
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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. 🚀🚀
Thankyou. Absolutely and wholeheartedly love your show. Both your Substack are joy to read. Every. Single. Time.
With gratitude 🙏
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #36 | |
Apple Podcasts | #45 |
Recent interactions between the hosts and their guests.
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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
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Semi Doped launched 6 months ago and published 34 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Semi Doped include:
1. Vik Shekhar
2. Vik Sekar
3. Matt Steiner
4. Reiner Pope
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