Semi Doped
Vikram Sekar and Austin LyonsThe business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 31 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
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Latest Episodes
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
Spend one hour here and you've caught up on the entire arc of semiconductor lithography. Austin and Vik run a masterclass on the technology that decides who gets to make leading-edge chips, and why so few companies can afford to.
The thread is econo... more
Cerebras IPO is the only thing to talk about this week. 🔥
IPO prices at $185/share. Pops nearly 70% right after. The first wafer-scale chip company to make it public — after a 40-year curse killed every prior attempt.
A water-cooler-style convo on... more
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
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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
India5 months ago
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Chart Rankings
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Apple Podcasts | #219 |  United Kingdom/Technology |
Apple Podcasts | #196 | India/Technology |
Apple Podcasts | #233 |  Ireland/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. The Circuit
2. Invest Like the Best with Patrick O'Shaughnessy
3. Yet Another Value Podcast
4. The MAD Podcast with Matt Turck
5. The a16z Show
How many episodes of Semi Doped are there?
Semi Doped launched 5 months ago and published 31 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 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.