All Episodes
Semi Doped — 13 episodes
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Title
1
Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)
2
PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects
3
WEKA's Val Bercovici: KV Cache, DeepSeek V4, HBF, SLC vs QLC NAND, CXL, NVLink, Tokenomics
4
Micron's Record Profits, Apple's CXMT Plea: AI is Eating All the Memory
5
Qualcomm's HBC Memory, Alphawave, Modular, and more
6
Advanced Packaging, TSMC CoWoS, Intel EMIB
7
Computex Mania 2026: Optics and Power
8
Huawei's Tau Scaling Law: Is the "EUV Killer" Real?
9
Lithography Masterclass
10
Cerebras IPO
11
Gimlet's Cross-Vendor Inference Cloud
12
Power as the Next Physics Wall for AI
13
CapEx is just Memory Tax Now, Deepseek V4 NAND impact