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Semi Doped Semi Doped Vikram Sekar and Austin Lyons ABC and The Klaxon – Federal Politics ABC and The Klaxon – Federal Politics ABC, Anthony Klan Jim Cornette’s Drive-Thru Jim Cornette’s Drive-Thru Arcadian Vanguard Cards Central Cards Central STL Sports Central Les Nuits de France Culture Les Nuits de France Culture France Culture Ma perché? Ma perché? OnePodcast CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co CEO Podcasts 生而為人邊有咁簡單 生而為人邊有咁簡單 表姐表妹9吹人生 Monsters In The Morning Monsters In The Morning iHeartRadio and Real Radio 104.1 Stay In Process Stay In Process Drake Davis RTTBROS RTTBROS Gene Kissinger Real Estate Exam Prep Real Estate Exam Prep Ran Chen, EA, CFP® The Zach and Pat Show The Zach and Pat Show Zach Fagas, Patrick Doyle This Teenage Life This Teenage Life This Teenage Life Daily Dad Jokes Daily Dad Jokes Klassic Studios Aviation News Talk – Pilot Stories, Safety Tips & General Aviation News Aviation News Talk – Pilot Stories, Safety Tips & General Aviation News Max Trescott | Aviation News Talk Network Bannon`s War Room Bannon`s War Room WarRoom.org Winnipieg News Today | 2 Min News | The Daily News Now! Winnipieg News Today | 2 Min News | The Daily News Now! The Daily News Now! Alex Bones Show Alex Bones Show Anthony Michaels ETH Daily - Ethereum News ETH Daily - Ethereum News ETH Daily Aberdeen News Today | 2 Min | The Daily News Now! Aberdeen News Today | 2 Min | The Daily News Now! The Daily News Now! The Reel Rejects The Reel Rejects Reel Rejects happy healthy hustle happy healthy hustle Dr. Christiane Schroeter Enlightened Empowered Evolved Podcast Enlightened Empowered Evolved Podcast Loot Bryon Smith Yeni Şafak Yazarlar Yeni Şafak Yazarlar Yeni Şafak Awards Chatter Awards Chatter The Hollywood Reporter The MeidasTouch Podcast The MeidasTouch Podcast MeidasTouch Network SBS Italian - SBS in Italiano SBS Italian - SBS in Italiano SBS The LA Report The LA Report LAist Studios Klik Klik SME.sk Dobré ráno | Denný podcast denníka SME Dobré ráno | Denný podcast denníka SME SME.sk مجله‌های زنده رادیو فردا مجله‌های زنده رادیو فردا رادیوفردا The Mindset Meditation Podcast The Mindset Meditation Podcast The Mindset Industries Relaxing Music - Sleep Podcast Relaxing Music - Sleep Podcast The Mindset Meditation RPGBOT.Podcast RPGBOT.Podcast RPGBOT.net The Arena with Kasie Hunt The Arena with Kasie Hunt CNN Podcasts More than the Score More than the Score BBC World Service
Semi Doped

Todo

Semi Doped

Vikram Sekar and Austin Lyons

Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory

July 03, 2026 9:00am 50 min

Austin and Vik break down the current memory crisis, where AI demand is driving unprecedented profits for memory makers like Micron, while simultaneously causing inflation and price hikes for consumer electronics. They d...

Qualcomm's HBC Memory, Alphawave, Modular, and more

June 29, 2026 11:00am 59 min

Qualcomm flew Austin to New York for its investor day, where the communications company laid out a plan to make data center, automotive, and IoT two-thirds of its business by FY29. Austin was in the room and asked Cristi...

Advanced Packaging, TSMC CoWoS, Intel EMIB

June 19, 2026 2:00pm 1:09

New episode: Advanced packaging for AI chips, from wire bonds to TSMC CoWOS and Intel EMIB.Packaging is no longer an afterthought. It is the chip, and Intel's EMIB challenges TSMC's CoWOS.Three CoWOS flavors: silicon, or...

Computex Mania 2026: Optics and Power

June 12, 2026 12:00pm 48 min

Austin and Vik discuss their recent experience at Computex, where they met for the first time in person after six months of podcasting together. They share insights about the massive show, the people they connected with,...

Huawei's Tau Scaling Law: Is the "EUV Killer" Real?

May 29, 2026 8:00am 38 min

Huawei dropped a paper claiming 1.4nm-class performance without EUV, and the internet immediately declared ASML dead and US export controls useless. Austin and Vik recorded one day after Memorial Day to unpack what Huawe...

Lithography Masterclass

May 22, 2026 9:00am 1:03

Spend one hour here and you've caught up on the entire arc of semiconductor lithography. Austin and Vik run a masterclass on the technology that decides who gets to make leading-edge chips, and why so few companies can a...

Cerebras IPO

May 15, 2026 10:00am 50 min

Cerebras IPO is the only thing to talk about this week. 🔥IPO prices at $185/share. Pops nearly 70% right after. The first wafer-scale chip company to make it public — after a 40-year curse killed every prior attempt.A wa...

Gimlet's Cross-Vendor Inference Cloud

May 12, 2026 11:00am 48 min

Gimlet Labs runs an inference cloud built on heterogeneous silicon. Their software traces a PyTorch workload, segments it into its component parts, and schedules each piece onto the best-suited hardware — connecting chip...

Power as the Next Physics Wall for AI

May 08, 2026 2:00pm 41 min

What's common to optics and power that ruins everything in the era of AI?Resistance.The same physics that drove interconnects to optics is now driving low-voltage power delivery up to 800V. Austin Lyons (Chipstrat) and V...

CapEx is just Memory Tax Now, Deepseek V4 NAND impact

May 03, 2026 7:00pm 45 min

The hyperscaler memory tax quarter.More CapEx? Pssh. We knew flops needed scaling.But $25B at Microsoft alone just to pay higher component prices? A memory tax. That's the news.NAND? Sold out. HBM? Sold out.What we cover...

Masterclass on Google's TPU v8 Networking

April 24, 2026 4:00pm 46 min

Google's Cloud Next 2026 keynote? Fire. 🔥The TPU is now two chips instead of one — 8t for training, 8i for inference — but more interestingly, it's two scale-up networking topologies too.Austin Lyons (Chipstrat) and Vik ...

Meta VP Matt Steiner on Ads Infra, GPUs, MTIA, and LLM-Written Kernels

April 20, 2026 4:00pm 39 min

Matt Steiner, VP of Monetization Infrastructure, Ranking & AI Foundations at Meta, walks through how Meta's ad system actually works, and why the infrastructure behind it differs from what you'd build for LLMs.We cover A...

Credo + Dust Photonics, XPO, Nuvacore

April 17, 2026 8:00am 38 min

Austin and Vik discuss Credo's acquisition of Dust Photonics, XPO as the new standard for scale-out (maybe instead of CPO?) and some thoughts about Nuvacore entering the CPU scene for agentic AI.Gavin Baker's tweet: http...

Is Intel Finally Back with a $300B market cap? OpenClaw can Dream?

April 10, 2026 4:00am 34 min

In this episode, Austin and Vik discuss if Intel is finally back with CPU partnerships with Google, and heterogeneous inference with SambaNova, while market cap soars above $300B. Vik tries to get his OpenClaw instance t...

Reiner Pope (MatX): Designing AI Chips From First Principles for LLMs

April 09, 2026 4:00pm 38 min

Reiner Pope is the co-founder and CEO of MatX, the startup building chips designed from first principles for LLMs. Before MatX, Reiner was on the Google Brain team training LLMs, and his co-founder Mike Gunter was on the...

$300M for 70K Viewers | Intel x Elon, OpenAI x TBPN, Citrini's Strait of Hormuz Stunt

April 07, 2026 4:00pm 36 min

Intel Foundry just partnered with Elon Musk’s Terafab. What is Terafab anyway, why vertically integrated fabs make sense but the economics don’t (yet!), and what Intel is doing here (hint: no idea).Then: OpenAI acquires ...

NVIDIA's Marvell Strategy, Is Memory Different This Time?, Intel's Ireland Fab

April 03, 2026 12:00pm 42 min

In this episode, Austin and Vik analyze NVIDIA's $2 billion investment in Marvell NVLink Fusion, exploring its implications for AI infrastructure, interconnect protocols, and the broader chip ecosystem. They also discuss...

ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks

March 27, 2026 12:00pm 52 min

In this episode, Austin and Vik analyze recent developments in GloFo patent lawsuits, the impact of TurboQuant on AI inference, and ARM's strategic move into silicon for agentic AI workloads. Read Vik's substack: https:/...

MicroLEDs Ain’t Dead, Micron Snags Vera Rubin

March 20, 2026 10:00am 43 min

Austin and Vik break down a packed week in semiconductors, covering GTC, OFC, and Micron earnings. The conversation kicks off with Jensen Huang's bold claim that engineers should spend $250K/year on AI tokens, and whethe...

Quick Takes: Nvidia Keynote at GTC

March 17, 2026 8:00am 58 min

Vik and Austin unpack the Nvidia GTC keynote with fresh, top-of-mind takes while trying to breakdown key announcements, what matters and what doesn't. They discuss Groq's LPX, optics+copper for scale up, new CPU requirem...

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