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Semi Doped
by Vikram Sekar and Austin Lyons
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Latest episodes
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RF Over Plastic Is a Third Option Between Copper and Optics: Point2's Sean Park
October 23, 2026 · 1 hr 6 minA novel third option is emerging for data center interconnects between short-reach copper and power-hungry optics. Point2 CEO Sean Park joins Vik Sekar to explain his company's Active RF Cable (ARC) technology, which sends high-frequency…
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MicroVCSELs vs MicroLEDs, a MicroExplainer
October 20, 2026 · 39 minAustin 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 acquisition to a…
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AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300
October 15, 2026 · 49 minMicrosoft'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 down with Austin to…
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Synopsys’s Amazon Deal and GPT-Synopsys: Ravi Subramanian
October 8, 2026 · 42 minThe demand for workload-specific hardware is forcing a strategic shift in the semiconductor IP business. Synopsys's Ravi Subramanian joins Austin to discuss why the company is moving to a new royalty-based model for its custom "application…
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Every Muse User Gets 2 CPUs and 8GB in Meta's Cloud. Your Phone Already Has That
October 1, 2026 · 51 minThe 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 cloud compute costs…
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Flash Hit Its Physical Limit. ReRAM Is the Replacement: WeeBit Nano's Ilan Sever
September 29, 2026 · 57 minAs 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 offering a low-cost…
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Qualcomm's Durga Malladi: HBC vs HBM, Dragonfly AI 250, and Winning on TCO
September 24, 2026 · 21 minQualcomm 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 build another…
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Pacing AI Means More Compute, Not Less
September 18, 2026 · 37 minThe 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 call to slow down…
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TSMC Will Buy High NA After All: ASML's New 6x12-Inch Mask
September 14, 2026 · 50 minThe 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 12-inch photomask…
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OpenAI’s Jalapeño! Feeling Hot Hot Hot!
August 27, 2026 · 55 minAustin 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 core design…
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Grok Bots and How CPUs are used in Agentic AI
August 24, 2026 · 45 minThe 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 just feeding…
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Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm
August 18, 2026 · 56 minTensordyne 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 fabric from partner…
About the show
The business and technology of semiconductors. Alpha for engineers and investors alike.