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Artwork for Transistor Radio

Transistor Radio

Doug Dylan Jon Jordan
NVIDIA
Intel
China
Semiconductors
AMD
AI Chips
Semiconductor Manufacturing
TSMC
SMIC
Export Controls
Nuclear Power
Taiwan Semiconductor
High-Na EUV
Samsung
Deepseek
Openai
Automotive Semiconductors
Japan Carry Trade
AI Labs
Mobileye

A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors!

PublishesMonthlyEpisodes45Founded4 years ago
Number of ListenersCategory
Technology

Listen to this Podcast

Artwork for Transistor Radio

Latest Episodes

Today, the Slop Sons talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.

YouTube

Jeremie Ontiveros of SemiAnalysis joins the Transistor Radio pod for a live in-person episode.

YouTube

In today's wonderful episode, Doug, Dylan and Jordan discuss the latest Fabricated Knowledge post and beard hygiene. And Doug tells us about how awesome Claude Code has become.

In today's episode, Doug, Dylan, Jordan, and Wei discuss who now has the AI Mandate of Heaven and then compare the AI bubble to the railroads.

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jordan Schneider
From China Talk, a guest discussing the software landscape
China Talk
Episode: Episode 37.5: Peak Software w. MechaDylan

Hosts

Dylan
Co-host of Transistor Radio; frequent presence across episodes; focuses on semiconductor and AI topics.
Jordan
Co-host of Transistor Radio; provides industry context and lively banter.
Doug
Co-host of Transistor Radio; often leads discussions on market dynamics and AI tooling.
John
Co-host of Transistor Radio; contributes industry analysis and guest interactions.

Reviews

4.6 out of 5 stars from 119 ratings
  • easily the worst thing i’ve ever listened to

    except when they bully jordan

    Apple Podcasts
    5
    highNAgooner
    United States4 months ago
  • I’m rooting for you

    Boosting ratings in hopes that it helps Dylan find a wife

    Apple Podcasts
    5
    Zdd2
    United States6 months ago
  • Complicit listener

    I don’t know why this is my favorite podcast but it is and I lol multiple times an episode. I’m not proud that I like this so much but here we are. Great balance zingers with a pinch of aloha.

    Apple Podcasts
    5
    BS_30
    United States9 months ago
  • Knowledgeable hosts but lacks structure

    Doesn’t feel like the hosts even prep the slightest for the show.

    Apple Podcasts
    4
    mikeye9
    United States10 months ago
  • Homely and compelling semiconductor insights

    A delightfully casual (and free) podcast by the semiconductor mavens at SemiAnalysis, occasionally co-hosted by professional podcaster friend Jordan Schneider.

    Typical topics cover semiconductor manufacturing and research, AI model progress, support infrastructure for high-tech industry build-out, and the technological struggle between leaders in these fields.

    Features disarmingly casual personal moments that provide insights into the hosts’ personal routines and fascination with zeitgeist cur... more

    Apple Podcasts
    5
    ˈlɛnɚd wɔŋ
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

A few critiques note variability in presentation quality and pacing across episodes.
Balanced mix of deep semiconductor knowledge and casual banter is appealing to insiders.
Casual, approachable tech coverage helps translate complex topics for a broader audience.
Some listeners want more structure and prep from hosts, not just freeform discussion.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#133
United Arab Emirates/Technology
Apple Podcasts
#207
Sweden/Technology

Talking Points

Recent interactions between the hosts and their guests.

Episode 37.5: Peak Software w. MechaDylan
Q: What are the implications for incumbents like Salesforce?
While demand for software may increase, it is uncertain if incumbents will capture that market share as smaller, AI-driven solutions emerge.
Episode 37.5: Peak Software w. MechaDylan
Q: Is there a ceiling on how much software the world needs?
The possibility of software saturation exists, particularly if more users start developing their own solutions and bypass traditional software.
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
Q: What are your thoughts on the EDA tool restrictions?
The EDA restrictions have never made any sense, and there's concern about China's capacity to replicate these tools.
Episode 14: Revised China Chip Controls - ChinaTalk Crossover
Q: To what extent do you think someone can or will try to run a truck through that carve out?
It would be significantly harder to make a version for China that performs like current chips.
Episode 16: The Coming Automotive Semiconductor Downturn
Q: How long do you think it'll be?
I think at least two quarters, if not three.

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 Transistor Radio

What is Transistor Radio about and what kind of topics does it cover?

This show centers on semiconductors and AI-in-technology with a signature mix of breaking industry news, candid opinions, and offbeat banter. Across recent episodes, discussions swing between chip manufacturing dynamics, AI model ecosystems, and tooling: from Claude Code spending and fast-moving AI deployments to benchmarking tools and the geopolitical nuances shaping supply chains. The hosts' humor and personal anecdotes create a breezy, conversational rhythm, while delivering sharp analysis on market players, policy moves, and corporate strategy. A standout is the blend of technical depth with casual culture references, making dense topics approachable without sacrificing rigor.

Listeners may appreciate the unapologetically technical len... more

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Which podcasts are similar to Transistor Radio?

These podcasts share a similar audience with Transistor Radio:

1. ChinaTalk
2. Dwarkesh Podcast
3. Sharp Tech with Ben Thompson
4. TBPN
5. Odd Lots

How many episodes of Transistor Radio are there?

Transistor Radio launched 4 years ago and published 45 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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Recent guests on Transistor Radio include:

1. Jordan Schneider

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