SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Weekly | Episodes | 22 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
AI and datacenter CapEx hits $11 trillion cumulatively from 2024 to 2029, and $7.1 trillion of that needs funding, roughly 75% debt financed. Dan Nishball (@dnishball), Zane Fong (linkedin.com/in/zanefongzq), and Kang Wen Cheang (linkedin.com/in/chea... more
Coding drives over 70% of lab API revenue, and token austerity policies mostly miss the point. Crystal (@crystalthegg), Max Kan (@maxkan), and Joey Brookhart (@SaasquatchC) break down why blocking teams from Opus saves nothing, while power users at t... more
A year ago, the big three was OpenAI, Anthropic, and Google. Things have changed.Moonshot's Kimi K3 sits above Gemini on every composite benchmark, and it's open source in 10 days.New episode: what K3 reveals about frontier margins, model sizes, and ... more
SMIC's N+3 node shrank the M0 layer over 15% and cut SRAM area 10 to 20%, all without EUV. SemiAnalysis built a lab just for that; Andrew Wagner and Afzal Ahmad walk Jordan Nanos (@JordanNanos) through the STEEL teardown of Huawei's Kirin 9030, from ... more
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Apple Podcasts | #207 |  Canada/Business |
Apple Podcasts | #231 |  Italy/Business |
Apple Podcasts | #146 |  Hong Kong/Business |
Apple Podcasts | #154 |  Switzerland/Business |
Apple Podcasts | #200 |  Spain/Business |
Apple Podcasts | #202 |  Norway/Business |
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Frequently Asked Questions About SemiAnalysis Weekly
What is SemiAnalysis Weekly about and what kind of topics does it cover?
This show centers on deep-dive discussions at the intersection of semiconductors and AI, with a strong emphasis on AI infrastructure, model economics, and data-center hardware. Episodes often feature technical guests and industry analysts who unpack tight topics like token economics, GPU/CPU hardware tradeoffs, wafer-scale designs, and the business implications of AI tooling. A standout trait is the rigorous blend of hands-on engineering detail with market and macro context, frequently anchored by practical frameworks, calculators, and real-world case studies. Listeners can expect a candid, data-driven take on the evolving AI compute stack, where conversations regularly move from hardware design and efficiency to cloud economics, margins, a... more
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Which podcasts are similar to SemiAnalysis Weekly?
These podcasts share a similar audience with SemiAnalysis Weekly:
1. Dwarkesh Podcast
2. Training Data
3. The MAD Podcast with Matt Turck
4. The a16z Show
5. Sourcery
How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched 5 months ago and published 22 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. Niko Ciminelli
2. Haroon Inam
3. Justin Lebar
4. Dylan Patel
5. Chaim Eisenberg
6. Simi Sherman
7. Daniel Nishball
8. Sam Harshe
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