SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Weekly | Episodes | 9 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
This week the team from ChipBook (formerly Chips & Wafers) joins. Jordan Nanos talks with Chaim Eisenberg and Simi Sherman as they explore how they build the ChipBook with open source data, and how that drives investment decisions. This episode dives... more
Jordan Nanos (@jordannanos) Daniel Nishball (@dnishball) and Sam Harshe (@sharshe02) break down how SemiAnalysis is deploying Claude Code agents across its Singapore office at a scale that outpaces Meta on a per-employee basis. They cover the practic... more
The Core Research team is on SemiAnalysis Weekly this week. Jordan Nanos, Nick Doyle, Nigel Chiang, and Konrad Wang walk through the biggest bottlenecks in AI infrastructure: TSMC capacity constraints, PCB and substrate shortages, memory cycle dynami... more
This week, Sravan Kundojjala (@SKundojjala) and Ivan Chiam ( from our team join Jordan (@JordanNanos) to break down the AI silicon shortage — and why its ripple effects are hitting everything from GPU pricing to your next smartphone.We cover what's d... more
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Apple Podcasts | #137 |  Singapore/Business |
Apple Podcasts | #170 |  India/Business |
Apple Podcasts | #170 |  Indonesia/Business |
Apple Podcasts | #194 |  Hong Kong/Business |
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Frequently Asked Questions About SemiAnalysis Weekly
What is SemiAnalysis Weekly about and what kind of topics does it cover?
A deep-drequent look at the intersection of semiconductors, AI compute, data center economics, and grid infrastructure. The episodes emphasize memory scarcity, AI model deployment, and the evolving economics of AI hardware, with frequent focus on memory pricing, data-center power, and the demand drivers behind hyperscalers and enterprises. Discussions often blend technical detail with real-world implications for pricing, procurement, and policy-level macro effects, including energy markets, grid design, and industry leadership shifts. A recurring strength is the ability to translate dense hardware and energy topics into practical implications for operators, utilities, and software/systems teams, punctuated by hands-on case studies, dashboar... more
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Which podcasts are similar to SemiAnalysis Weekly?
These podcasts share a similar audience with SemiAnalysis Weekly:
1. Cheeky Pint
2. No Priors: Artificial Intelligence | Technology | Startups
3. Semi Doped
4. The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
5. The MAD Podcast with Matt Turck
How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched 2 months ago and published 9 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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What guests have appeared on SemiAnalysis Weekly?
Recent guests on SemiAnalysis Weekly include:
1. Jeremie Eliahou Ontiveros
2. Cam Quilici
3. Bryan Shan
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