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Transistor Radio
Teknologi

Episode 15: TSMC earnings, AMD speculation, Qualcomm, Nanoimprint Lithography

43 min•26 oktober 2023

In this episode of Transistor Radio, Jon gets called a whip-cracker, Dylan rants about AMD earnings, and Doug declares it spooky earnings season.

Oh yeah, AND NOT INVESTMENT ADVICE

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TR42: Beards, Wafer Fabrication Equipment, Claude Code
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TR41: Mandate of Heaven (Nov 2025 Edition)
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TR 40: InferenceMAX, Video games, Rare earths
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TR39: Dylan's "Favorite" Semi Equipment, Intel, China
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TR38: H20, GPT-5, Ajinomoto Build-up Film
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Episode 37.5: Peak Software w. MechaDylan
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