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Hosted by Vikram Sekar and Austin Lyons · 🇺🇸 US · EN-US · 42 episodes
Established thought leaders with verified media credentials.
The business and technology of semiconductors. Alpha for engineers and investors alike.
Vikram Sekar and Austin Lyons hosts Semi Doped, a technology show with 42 episodes published.
Tensordyne co-founder and CPO R K Anand joins Austin to discuss the company's strategy for disrupting AI inference. RK explains how Tensordyne combines power-efficient logarithmic math with a battle-hardened networking f
Austin Lyons and Vik Sekar break down three stories that hit semis last week. They analyze a proposed US ban on Chinese optical transceivers that threatens to cut off 50% of the global supply, the market's reaction to AM
The physical limits of copper are forcing a shift to optical interconnects in AI data centers. Austin sits down with GlobalFoundries' Thomas Barber to unpack why GF thinks it can lead that transition twice over: once wit
Austin Lyons and Vik Sekar break down the market's recent volatility. They discuss the rising fear around hyperscaler debt, visible in credit default swap (CDS) premiums, and the counter-argument that GPU ROI is actually
Vik Sekar and Austin Lyons tackle the biggest bottleneck in inference: moving data. They break down the three tiers of datacenter networking — scale up, scale out, scale across — and the core engineering trade-off at eac
Al Yuen, CEO of PicoJool, talks with Austin about using VCSELs for scale-up optical interconnects in AI data centers. Al explains why gallium arsenide (GaAs) supply is unconstrained while indium phosphide (InP) is limite
Vik welcomes Val Bercovici from Weka to discuss the rapidly evolving landscape of AI memory and storage. Val explains how Weka's architecture leverages high-bandwidth networks to make storage faster than motherboard DRAM
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
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,
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 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
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 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
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
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
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 c
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
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
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: htt
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
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Semi Doped is hosted by Vikram Sekar and Austin Lyons. The show is categorised under technology and has published 42 episodes.
Semi Doped has published 42 episodes.
Semi Doped regularly covers technology. It sits in the technology category.
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