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Artwork for Transistor Radio

Transistor Radio

Doug Dylan Jon Jordan
NVIDIA
Intel
Semiconductors
China
AMD
Openai
AI Chips
Claude Code
TSMC
Tariffs
Semiconductor Manufacturing
Semi-Analysis
Nuclear Power
SMIC
Google
Export Controls
Huawei
Samsung
Deepseek
Taiwan

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!

PublishesMonthlyEpisodes46Founded4 years ago
Number of ListenersCategory
Technology

Listen to this Podcast

Artwork for Transistor Radio

Latest Episodes

Yes TR is back. Welcoming Michelle to Transistor Radio!

YouTube

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.

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

Michelle Shen
Analyst at Semi Analysis
Semi Analysis
Episode: TR45: Michelle's Debut!
Jordan Schneider
Expert in semiconductor technology and politics
ChinaTalk
Episode: Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

Hosts

Doug
Host of Transistor Radio with a role in Semi-Analysis; frequent presenter and conversational lead.
Jordan Schneider
Co-host known for industry context and banter, often representing SemiAnalysis perspectives.
Dylan Patel
Co-host frequently contributing industry commentary and analysis.

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 States7 months ago
  • I’m rooting for you

    Boosting ratings in hopes that it helps Dylan find a wife

    Apple Podcasts
    5
    Zdd2
    United States9 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 Statesa year ago
  • Knowledgeable hosts but lacks structure

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

    Apple Podcasts
    4
    mikeye9
    United Statesa year 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 States2 years ago

Listeners Say

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

Guests and hosts deliver industry-savvy takes that help translate complex tech into actionable context.
Listeners appreciate the mix of solid technical insight with casual banter and real-world industry anecdotes.
Some episodes feel unfocused or rambly, but the depth on semiconductors and AI topics remains strong.

Chart Rankings

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

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.

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Frequently Asked Questions About Transistor Radio

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

A tech-focused show that blends semiconductor market analysis with casual, personality-driven banter. Episodes frequently dive into chipmakers, AI models, pricing, and supply chains, while weaving in offbeat anecdotes and pop culture bits. Listeners likely get practical industry takeaways alongside entertaining debates about company culture, leadership, and tech trends, making it appealing to engineers, product and business leaders, and tech enthusiasts who enjoy context-rich conversations with a sprinkle of humor and personality. A standout aspect is the mix of rigorous industry insight from frequent guests with irreverent, group-host dynamics that keep topics approachable without losing depth.

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How many listeners does Transistor Radio get?

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Which podcasts are similar to Transistor Radio?

These podcasts share a similar audience with Transistor Radio:

1. The Circuit
2. ChinaTalk
3. No Priors: Artificial Intelligence | Technology | Startups
4. Invest Like the Best with Patrick O'Shaughnessy
5. Unsupervised Learning with Jacob Effron

How many episodes of Transistor Radio are there?

Transistor Radio launched 4 years ago and published 46 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 Transistor Radio?

Recent guests on Transistor Radio include:

1. Michelle Shen
2. Jordan Schneider

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