SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Twice weekly | Episodes | 44 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
Listen to this Podcast
Latest Episodes
Recorded Election Day morning, before any results: SemiAnalysis’s model has about 62 GW of US datacenter additions in 2028, most not yet under construction and sitting in states electing a governor. Texas alone is close to 30%.
Jordan Nanos (@Jordan... more
SemiAnalysis just launched GDPx, a benchmark built with 14 specialized data partners across 11 domains where frontier intelligence earns the highest returns. Even the best model scores just 12%.
Jordan Nanos (@JordanNanos) sits down with Max Kan (@... more
Anthropic filed its S-1: revenue per dollar of compute is up 5.2x since Q1 2025, a customer who spent $1 last year now spends $9, and incremental gross margins are running near 90%. Jordan Nanos (@JordanNanos), Doug O'Laughlin (@fabknowledge), Jeremi... more
Every hybrid bonder on the market today brings the die to the wafer. ASML's patents bring the wafer to the die.Sherry Zhang and Howie join Jordan Nanos (@jordananos) to dig into the patents behind ASML's die-to-wafer hybrid bonder, why a track-based ... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
Reviews
- 10/10
Nobody does it better. Love the format and great mix of content topics. Please keep giving this away for free.
Apple Podcasts5CoterieMan
United Statesa month ago - Hire an audio engineer
Guys, please fix your audio setup. The microphone noise, phones buzzing, typing on keyboards, etc. makes this hard to listen to.
Apple Podcasts2bluesky485United States3 months ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #161 |  India/Business |
Apple Podcasts | #186 |  Singapore/Business |
Apple Podcasts | #211 |  Finland/Business |
Apple Podcasts | #248 |  Saudi Arabia/Business |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About SemiAnalysis Weekly
What is SemiAnalysis Weekly about and what kind of topics does it cover?
SemiAnalysis Weekly covers semiconductors and AI with a tech-forward lens, frequently diving into AI compute economics, data-center dynamics, and hardware strategy. Episodes commonly feature deep-dive tech topics (from processor and accelerator developments to 800V DC data-center power), plus market and governance angles around AI labs, frontend token economics, and open vs closed ecosystems. The show often pairs industry veterans, researchers, and operators to unpack complex topics, making it valuable for listeners who want practical context on how hardware, software, and capital interact in AI infrastructure. Noteworthy is a consistent focus on practical implications for buyers, builders, and policy, plus hands-on teardown and benchmarkin... more
Where can I find podcast stats for SemiAnalysis Weekly?
Rephonic provides a wide range of podcast stats for SemiAnalysis Weekly. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to SemiAnalysis Weekly and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does SemiAnalysis Weekly get?
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for SemiAnalysis Weekly, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for SemiAnalysis Weekly?
Rephonic provides comprehensive predictive audience data for SemiAnalysis Weekly, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does SemiAnalysis Weekly have?
To see how many followers or subscribers SemiAnalysis Weekly has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to SemiAnalysis Weekly?
These podcasts share a similar audience with SemiAnalysis Weekly:
1. The Circuit
2. Training Data
3. Dwarkesh Podcast
4. BG2Pod with Brad Gerstner and Bill Gurley
5. Invest Like the Best with Patrick O'Shaughnessy
How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched 9 months ago and published 44 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 SemiAnalysis Weekly?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for SemiAnalysis Weekly?
Rephonic pulls ratings and reviews for SemiAnalysis Weekly from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for SemiAnalysis Weekly?
Rephonic provides full transcripts for episodes of SemiAnalysis Weekly. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on SemiAnalysis Weekly?
Recent guests on SemiAnalysis Weekly include:
1. Max Kan
2. Andrew Megalaa
3. Sherry Zhang
4. Jeremie Ontiveros
5. Reyk Knuhtsen
6. Wenyao Gao
7. Kimbo Chen
8. Cam Quilici
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.