Semi Doped
Vikram Sekar and Austin LyonsThe business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 7 | Founded | a month ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
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Latest Episodes
Maia 100 was a pre-GPT accelerator.
Maia 200 is explicitly post-GPT for large multimodal inference.
Saurabh Dighe says if Microsoft were chasing peak performance or trying to span training and inference, Maia would look very different. Higher TDPs. ... more
OpenAI's partnership with Cerebras and Nvidia's announcement of context memory storage raises a fundamental question: as agentic AI demands long sessions with massive context windows, can SRAM-based accelerators designed before the LLM era keep up—or... more
Innoviz CEO Omer Keilaf believes the LIDAR market is down to its final players—and that Innoviz has already won its seat.
In this conversation, we cover the Level 4 gold rush sparked by Waymo, why stalled Level 3 programs are suddenly accelerating, ... more
Austin and Vik discuss why LiDAR is important for autonomy, how modern systems work, and how the technology has evolved. They compare Time of Flight and FMCW architectures, explain why wavelength choice matters, and walk through the tradeoffs between... more
Episode Summary
Austin and Vik break down NVIDIA’s CES 2026 keynote, focusing on Vera Rubin, DGX Spark and DGX Station, uneducated investor panic, and physical AI.
Key Takeaways
• DGX Spark brings server-class NVIDIA architecture to the desktop at... more
Austin and Vik discuss key insights from the IEDM conference.
They explore the significance of IEDM for engineers and investors, the networking opportunities it offers, and the latest innovations in silicon photonics, complementary FETs, NAND flash... more
Key Topics
• What Nvidia actually bought from Groq and why it is not a traditional acquisition
• Why the deal triggered claims that GPUs and HBM are obsolete
• Architectural trade-offs between GPUs, TPUs, XPUs, and LPUs
• SRAM vs HBM. Speed, capacit... more
Key Facts
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #63 |  Singapore/Technology |
Apple Podcasts | #71 |  South Africa/Technology |
Apple Podcasts | #84 |  Israel/Technology |
Apple Podcasts | #170 |  Sweden/Technology |
Apple Podcasts | #238 |  Belgium/Technology |
Apple Podcasts | #244 |  South Korea/Technology |
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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.
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How many listeners does Semi Doped get?
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How many episodes of Semi Doped are there?
Semi Doped launched a month ago and published 7 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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