Semi Doped
Vikram Sekar and Austin LyonsThe business and technology of semiconductors. Alpha for engineers and investors alike.
| Publishes | Twice weekly | Episodes | 37 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
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Latest Episodes
Al Yuen, CEO of PicoJool, talks with Austin about using VCSELs for scale-up optical interconnects in AI data centers. Al explains why gallium arsenide (GaAs) supply is unconstrained while indium phosphide (InP) is limited, and how PicoJool can levera... more
Vik welcomes Val Bercovici from Weka to discuss the rapidly evolving landscape of AI memory and storage. Val explains how Weka's architecture leverages high-bandwidth networks to make storage faster than motherboard DRAM. They dive into KV cache opti... more
Austin and Vik break down the current memory crisis, where AI demand is driving unprecedented profits for memory makers like Micron, while simultaneously causing inflation and price hikes for consumer electronics. They discuss how even premium brands... more
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
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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 States5 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
India6 months ago
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Chart Rankings
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Apple Podcasts | #172 |  Singapore/Technology |
Apple Podcasts | #240 | India/Technology |
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Frequently Asked Questions About Semi Doped
What is Semi Doped about and what kind of topics does it cover?
This show covers the business and technology of semiconductors, with in-depth dives into AI hardware, data-center infrastructure, and advanced packaging. Episodes repeatedly explore how system-level design, memory hierarchies, interconnects, and power delivery shape performance and cost, often featuring practitioners and researchers who bridge engineering detail with market strategy. A notable strength is translating complex technical trends into actionable insights for engineers and investment-focused audiences, including real-world implications for hyperscalers, startups, and tooling ecosystems. The format tends to balance rigorous technical discussion with practical industry context, making it valuable for listeners who want to understan... 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. Dwarkesh Podcast
3. Training Data
4. No Priors: Artificial Intelligence | Technology | Startups
5. Sharp Tech with Ben Thompson
How many episodes of Semi Doped are there?
Semi Doped launched 6 months ago and published 37 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.