Semi Doped
Claim This Podcastby Vikram Sekar and Austin Lyons
Podcast Overview
<p>The business and technology of semiconductors. Alpha for engineers and investors alike.</p>
Language
🇺🇲
Publishing Since
1/5/2026
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Recent Episodes
July 29, 2026
3 Stories Behind the Semi Selloff: Hyperscaler CDS, SK Hynix Earnings, China's DUV
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 actually understated. They then analyze the paradox of SK Hynix's massive stock drop despite record growth, and explain why China's new DUV lithography tool makes 3D chip stacking essential to their strategy. Key Takeaways: * Hyperscaler debt fears are quantified by rising credi...
July 25, 2026
Datacenter Interconnects: Copper vs. Optics, Nvidia's 78-Layer PCB, Co-Packaged Optics (CPO)
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 each layer: copper vs. optics. Topics include Nvidia's extreme measures to keep scale-up fabric electrical (a 78-layer mid-plane PCB), why Co-Packaged Optics is the "holy grail" everyone wants and no one can ship, and the serviceability problem standing in its way. Key Takeaways:...
July 16, 2026
PicoJool's Al Yuen: The Case for GaAs VCSELs in Scale-Up Interconnects
Austin interviews Al Yuen, CEO of PicoJool, about leveraging GaAs VCSELs for scalable AI data center interconnects and the future of optical networking.
39 total episodes available with 33 transcripts
Recent guests on Semi Doped
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Al Yuen
Guest
Val Bercovici
Guest
Natalie Serrino
Guest
Beltir
Guest
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Frequently asked questions
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- What is Semi Doped?
<p>The business and technology of semiconductors. Alpha for engineers and investors alike.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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