
The business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 12 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||

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
In this episode of the Semi Doped podcast, Austin and Vik delve into the current state of the semiconductor industry, focusing on the memory crisis driven by increasing demand from AI applications. They discuss the implications of rising memory price... more
In this episode, Vik and Wayne Nelms discuss the emerging financial exchange for GPU compute, exploring its implications for the AI infrastructure market. They discuss the value of compute, pricing dynamics, hedging strategies, and the future of GPU ... more
Vik and Val Bercovici discuss the evolution of storage solutions in the context of AI, focusing on Weka's innovative approaches to context memory, high bandwidth flash, and the importance of optimizing GPU usage.
Val shares insights from his extens... more
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Thankyou. Absolutely and wholeheartedly love your show. Both your Substack are joy to read. Every. Single. Time.
With gratitude 🙏
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #169 | |
Apple Podcasts | #149 | |
Apple Podcasts | #140 | |
Apple Podcasts | #77 | |
Apple Podcasts | #86 | |
Apple Podcasts | #90 |
Listeners, social reach, demographics and more for this podcast.
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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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Semi Doped launched 2 months ago and published 12 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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