technology
Hosted by Vikram Sekar and Austin Lyons · technology · EN-US
The business and technology of semiconductors. Alpha for engineers and investors alike.
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
31%
Guest openness
Selective
Sign up to generate a grounded pitch for Semi Doped.
Signup to Generate a PitchSemi Doped is hosted by Vikram Sekar and Austin Lyons. The show has published 54 episodes to date.
Recent episodes include "Why Marvell Wants Lumentum: Vertical Integration in AI Optics With Cignal AI" (30 October 2026, 40 minutes), "How Intel Took EMIB From Science Fiction to High Volume: Intel Foundry's Ravi Mahajan" (28 October 2026, 46 minutes), and "MicroVCSELs vs MicroLEDs, a MicroExplainer" (20 October 2026, 39 minutes).
Semi Doped publishes roughly weekly, with episodes averaging 46 minutes across 54 episodes.
Booking probability for Semi Doped is 31%, and the host is rated Selective on guests. Semi Doped requires a Pod Score of 80 or higher. Semi Doped's contact route on record: public web form.
The strongest fits for Semi Doped are Semiconductors & Electronic Components. Semi Doped has a technology audience.
Vikram Sekar and Austin Lyons hosts Semi Doped, a technology podcast with 54 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Semi Doped
Marvell's potential acquisition of Lumentum is a strategic vertical integration play to capture the massive value optical components now unlock in the AI era. Andrew Schmitt and Scott Wilkinson of market research firm...
Semi Doped
Intel's EMIB technology represents a scalable, cost-effective advanced packaging solution that now serves as a core strategic differentiator for its foundry services. Ravi Mahajan, a distinguished engineer at Intel...
Semi Doped
Austin Lyons and Vik Sekar host a micro-explainer on the two competing micro-emitter technologies for AI interconnects: microLEDs and microVCSELs. They break down Credo's surprising pivot at OCP from its microLED...
Semi Doped
Microsoft's Maia 300 is a fully co-designed system, optimized to solve the memory-bound "data movement problem" of emerging agentic AI workloads. Saurabh Dighe, Corporate VP of Azure Hardware Systems at Microsoft, sits...
Semi Doped
The push to run AI agents on edge devices will not be driven by model labs or hardware vendors, but by service providers like Meta whose ad-based business models create a powerful financial incentive to offload massive...
Semi Doped
As embedded flash hits a physical and economic scaling wall below 22nm, a new on-chip memory is needed. Ilan Sever of WeeBit Nano joins to explain how Resistive RAM (ReRAM) is positioned to become the new standard by...
Semi Doped
Qualcomm re-entered the data center inference market late — competitive GPUs, XPUs, and custom accelerators are already out there. Durga Malladi (EVP/GM, Technology Planning, Edge & Data Center) explains why they didn't...
Semi Doped
The debate over "pacing" AI for safety is a red herring, as the practical outcome of more safety work is not a slowdown but a net increase in demand for compute hardware. Austin Lyons and Vik Sekar unpack Dario Amodei's...
Semi Doped
The emergence of user-friendly AI agents is creating massive new hardware demand, which in turn is forcing the semiconductor industry into a complex, multi-year transition to High NA EUV lithography and an entirely new...
Semi Doped
Austin and Vik react to OpenAI's Jalapeño announcement at Hot Chips. Plus extra spicy questions like should OpenAI sell it, how much of this was AI-written RTL, and where is Anthropic's chip? Key Takeaways: - The chip's...
Semi Doped
The rise of user-friendly agentic AI platforms will create a massive new demand category for dedicated, high-core-count "agentic CPUs" to execute tasks in parallel, fundamentally reshaping the server CPU market beyond...
Semi Doped
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...
Semi Doped
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...
Semi Doped
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...
Semi Doped
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...
Semi Doped
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...
Semi Doped
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...
Semi Doped
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...
Semi Doped
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...
Semi Doped
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...
Recent guests on Semi Doped. Study who booked and why before you pitch.
GlobalFoundries
Weka
Chipstrat
Vik's Newsletter
PitchCentric classifies Semi Doped under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ
