SemiAnalysis Weekly
Claim This Podcastby Jordan Nanos, Doug O'Laughlin
Podcast Overview
<p>Everything semiconductors and AI</p><p>Covering the spectrum</p>
Language
🇺🇲
Publishing Since
2/13/2026
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Recent Episodes
September 18, 2026
Ep. 032 - 300 Data Center Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos
Maya Barkin, Reyk Knühtsen, and Jordan Nanos explain the impact of over 300 data center moratoriums on the US project pipeline.
September 16, 2026
Ep. 031 - EMERGENCY EPISODE: Are We Doomed? | Jordan Nanos, Doug O'Laughlin, Max Kan, Joey Brookhart
Jordan Nanos interviews Doug O'Laughlin, Max Kan, and Joey Brookhart about AI compute pacing, safety concerns, and industry shifts.
September 14, 2026
Ep. 030 - Long Live the Short King: Why 4-HI HBM Wins (Memory) | Myron Xie, Jordan Nanos
Myron Xie and Jordan Nanos discuss why NVIDIA's next flagship GPU features less HBM memory, exploring supply chain challenges and strategic design choices in this interview.
33 total episodes available with 16 transcripts
Recent guests on SemiAnalysis Weekly
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Maya Barkin
Guest
Reyk Knühtsen
Guest
Jeremie Eliahou Ontiveros
Guest
Jordan Nanos
Guest
Doug O'Laughlin
Guest
Joey Brookhart
Guest
Max Kan
Guest
Myron Xie
Guest
Eric Wen
Guest
Nigel Chiang
Guest
Nico Bontigui
Guest
Robert Boswell
Guest
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Frequently asked questions
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- What is SemiAnalysis Weekly?
<p>Everything semiconductors and AI</p><p>Covering the spectrum</p> - How often does this podcast release new episodes?
This podcast updates daily.
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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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