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Semi Doped Semi Doped Vikram Sekar and Austin Lyons Pray, Ponder, and Search - Sharing Truth and Light Pray, Ponder, and Search - Sharing Truth and Light Pray, Ponder, and Search (Jared Hess) 九霄电波 九霄电波 九霄电波 Pittsburgh News Today | 2 Min News | The Daily News Now! Pittsburgh News Today | 2 Min News | The Daily News Now! The Daily News Now! Easy Portugués Easy Portugués Easy Portugués Vancouver News Today | 2 Min News | The Daily News Now! Vancouver News Today | 2 Min News | The Daily News Now! The Daily News Now! I'll Buy the Popcorn Podcast I'll Buy the Popcorn Podcast I'll Buy the Popcorn Podcast The Sick Podcast with Tony Marinaro / Le Sick Podcast avec Tony Marinaro The Sick Podcast with Tony Marinaro / Le Sick Podcast avec Tony Marinaro The Sick Podcast The Newsmax Daily The Newsmax Daily Newsmax Podcasts Money Healing Club Podcast Money Healing Club Podcast Rachel Duncan REDE (Relatos Desclasificados) REDE (Relatos Desclasificados) REDE (Relatos Desclasificados) The Sauce with Dawn Burns The Sauce with Dawn Burns The Sauce and M-PAK Media LLC Locked On Twins - Daily Podcast On The Minnesota Twins Locked On Twins - Daily Podcast On The Minnesota Twins Locked On Podcast Network, Brandon Warne, Dave Brown Hello and Welcome Hello and Welcome The Nation Network MedinaCheikh Tidjani MedinaCheikh Tidjani Daahiratoul Imaane La Segunda Guerra Mundial (E/P/T) La Segunda Guerra Mundial (E/P/T) La Segunda Guerra Mundial (E/P/T) Mañanas BLU con Néstor Morales Mañanas BLU con Néstor Morales Bumbox Podcast Capital, la Bolsa y la Vida Capital, la Bolsa y la Vida Capital Radio Mess World Mess World Jessica DeFino 台灣通勤第一品牌 台灣通勤第一品牌 台灣通勤第一品牌 Straight Shooters Straight Shooters Nick Piccone, Vaughn Johnson Becoming The Main Character Becoming The Main Character Jameson Olsen MMR - ممر MMR - ممر MMR - مــمر Code source Code source Le Parisien Bl1dPOD Bl1dPOD Bl1dPOD Bahamas News Today | 2 Min News | The Daily News Now! Bahamas News Today | 2 Min News | The Daily News Now! The Daily News Now! Wise About Texas Wise About Texas Ken Wise Fatto in casa da Benedetta Fatto in casa da Benedetta Benedetta Rossi Fresno News Today | 2 Min News | The Daily News Now! Fresno News Today | 2 Min News | The Daily News Now! The Daily News Now! College Basketball News Today | 2 Min News | The Daily News Now! College Basketball News Today | 2 Min News | The Daily News Now! The Daily News Now! Getting Down to Business Getting Down to Business Getting Down to Business THE HALF ASSED PODCAST NETWORK THE HALF ASSED PODCAST NETWORK DRINKS WITH RON Los Angeles News Today | 2 Min News | The Daily News Now! Los Angeles News Today | 2 Min News | The Daily News Now! The Daily News Now! Opération beurre de cinoche Opération beurre de cinoche CHOQ.ca Dave & Chuck the Freak's Tasty Bits Podcast Dave & Chuck the Freak's Tasty Bits Podcast Dave & Chuck the Freak Figarinos Fahrradladen - Der MDR Tweens Hörspiel-Podcast für Kinder Figarinos Fahrradladen - Der MDR Tweens Hörspiel-Podcast für Kinder Mitteldeutscher Rundfunk Ab ins Bett - Die tägliche Gute-Nacht-Geschichte Ab ins Bett - Die tägliche Gute-Nacht-Geschichte Marco König
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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