All Episodes

TR 44: Claude Code (Again), ASML (briefly), Qwen Crazyness

TR 43: TR Live with Jeremie from SemiAnalysis

TR42: Beards, Wafer Fabrication Equipment, Claude Code

TR41: Mandate of Heaven (Nov 2025 Edition)

TR 40: InferenceMAX, Video games, Rare earths

TR39: Dylan's "Favorite" Semi Equipment, Intel, China

TR38: H20, GPT-5, Ajinomoto Build-up Film

Episode 37.5: Peak Software w. MechaDylan

Episode 37: Meta, Bees ... and other stuff

Episode 36: The AI Mandate of Heaven, Slop

Episode 35: What Nvidia's CFO is Wearing, EDA, Middle East Talk

Episode 34: Huawei, H20, and Tariffs

Episode 33: Tariff Sadness

Episode 32: Nvidia GTC, Intel, Goated Chinese Robots, Coreweave

Episode 31: The Boys Make a Space Fab

Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine

Episode 29: Christmas, Deepseek v3, Al Pastor, Microplastics

Episode 28: Top 3 Stories of Semiconductors 2024

Episode 27: Intel, Nuclear, and China WFE

Episode 26: Nuclear, Samsung

Episode 25: Intel, Oracle and AI

Episode 24: Nvidia Delays, Japan Carry Trade, and Intel

Episode 23: Existential Thoughts on Semicap, Huawei Ascend, Etched

Episode 22: Happy Memorial Day! Nvidia Earnings, Eggs

Episode 21: AMD Earnings, What AI Will do to the Kids, Big Tech CapEx explosion

Episode 20 - Earnings preview, TSMC earnings, Three-Body Problem

Episode 19 (with guest, Jordan of ChinaTalk) - Post-earthquake, Intel Foundry, Nvidia GTC Reactions

Episode 18 - ASML, Intel earnings; Stainless Steel Vacuum Water Bottles

Episode 17: High-NA EUV, Semiconductor Bears

Episode 16: The Coming Automotive Semiconductor Downturn

Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography

Episode 14: Revised China Chip Controls - ChinaTalk Crossover

Episode 13: Is AI the Fiber Bubble All Over Again?

Episode 12: Zuck is Back, LLMs the new Computing Interface, Amazon-Anthropic

Episode 11: Jon Y of Asianometry Joins Transistor Radio

Episode 10: Jon from Asianometry joins to Talk TSMC Earnings

Episode 9: Why AWS will miss the next wave of Cloud

Episode 8: OFC Recap: Linear Direct Drive, and a Basic Datacenter Networking Guide

Episode 7: Where are we in the Inventory Cycle?

Episode 6: Intel Should Cut the Dividend, Memory Market Overview

Episode 5: Export Controls and the US / China Economic War

Episode 4: Backside Power and CXL

Episode 3: Geopolitics and Semiconductors

Episode 2: Intel's Investor Day

Episode 1: TSMC's Q4 2021 Earnings