Episode 4: Backside Power and CXL
Episode 4: Backside Power and CXL
Doug and Dylan talk about Backside Power Delivery networks, CXL, and other emerging trends in semiconductors.
30 Jun 2022
•
48mins
Episode 3: Geopolitics and Semiconductors
Episode 3: Geopolitics and Semiconductors
Doug and Dylan talk about geopolitical implications and macro concerns for semiconductors. In particular Neon gas real... Read more
21 Mar 2022
•
34mins
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Episode 2: Intel's Investor Day
Episode 2: Intel's Investor Day
Listen to Dylan and Doug talk about Intel's Investor day and their new financial goals.
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Episode 1: TSMC's Q4 2021 Earnings
Episode 1: TSMC's Q4 2021 Earnings
Dylan and Doug talk about why they are so excited for Taiwan Semiconductor Company's Q4 results. The surprising guide an... Read more
28 Jan 2022
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59mins
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