Semi Doped

Vikram Sekar and Austin Lyons

Topics: Technology

No. 195 in TechnologyNew

The business and technology of semiconductors. Alpha for engineers and investors alike.

Latest episodeWhy Marvell Wants Lumentum: Vertical Integration in AI Optics With Cignal AIOctober 30, 2026 · 40 min

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Latest episodes

1. Why Marvell Wants Lumentum: Vertical Integration in AI Optics With Cignal AIOctober 30, 2026 · 40 min
2. How Intel Took EMIB From Science Fiction to High Volume: Intel Foundry's Ravi MahajanOctober 28, 2026 · 46 min
3. RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean ParkOctober 23, 2026 · 66 min
4. MicroVCSELs vs MicroLEDs, a MicroExplainerOctober 20, 2026 · 39 min
5. AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300October 15, 2026 · 49 min
6. Synopsys’s Amazon Deal and GPT-Synopsys: Ravi SubramanianOctober 8, 2026 · 42 min
7. Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has ThatOctober 1, 2026 · 51 min
8. Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan SeverSeptember 29, 2026 · 57 min
9. Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCOSeptember 24, 2026 · 21 min
10. Pacing AI Means More Compute, Not LessSeptember 18, 2026 · 37 min

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