Semi Doped
Hosted by Austin and Vik and Austin Lyons and Vik Sekar · Vikram Sekar and Austin Lyons
5.0from 20 ratings
- 47
- Episodes
- 43
- Transcribed
- 20
- Ratings
- Daily
- Cadence
- 2026
- First episode
About Semi Doped
The business and technology of semiconductors. Alpha for engineers and investors alike.
- Publisher
- Vikram Sekar and Austin Lyons
- Category
- technology
- Language
- en
- Explicit
- No
- First episode
- 5 Jan 2026
- Latest episode
- 18 Sept 2026
Latest episodes
43 of 47 episodes have a transcript.
18 Sept 2026
Pacing AI Means More Compute, Not Less
14 Sept 2026TRANSCRIPT
TSMC Will Buy High NA After All: ASML's New 6x12-Inch Mask
27 Aug 2026TRANSCRIPT
OpenAI’s Jalapeño! Feeling Hot Hot Hot!
Inside a recent episode
TSMC Will Buy High NA After All: ASML's New 6x12-Inch Mask
Published 14 Sept 2026 · Transcript excerpt
[…] And so it's the mask substrate. It's the companies that are testing it now instead of have building equipment that tests the six by six inch mask. They have to test the six by 12 inch mask. Anything that's automated that was used to carrying around six by six inches has to change to six by 12 inches. And so this is why it takes the whole industry and why those people in the supply chain ultimately need to see the end customers. TSMC, Samsung, Intel say, yes, I will buy this. And they also need the customers to give them the timelines. You know, I want to move to this by, you know, 2030, 2031, 2020, whatever, so that they can all plan, invest in the R&D to make it happen and then plan accordingly. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Semi Doped
Names identified in recent episode analyses. Showing up to five guests.
- R K Anand
- Thomas Barber
- Al Yuen
- Val Bercovici
- Natalie Serrino
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 20 ratings
Pitching Semi Doped
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting pitches.
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Questions about Semi Doped
Who hosts Semi Doped?
Austin and Vik and Austin Lyons and Vik Sekar host the show. Published by Vikram Sekar and Austin Lyons.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Semi Doped take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
43 of 47 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Semi Doped?
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