Archive - Semi Doped

Daily Update - August 13th, 2026

CoreWeave backlog hits $104B, YMTC takes 14% NAND share, Cisco forecasts $7.5B in AI sales.

9 hrs ago • Semi Doped

Daily Update - August 12th, 2026

Foxconn profit +35% on AI servers, TSMC CoWoS yield hits 99%, CXMT DDR5 yield reaches 90%, EIA projects record US power demand in 2026-27.

Aug 12 • Semi Doped

Daily Update - August 11th, 2026

Intel raises $20B equity, TSMC July revenue hits NT$467.58B (+44.7% YoY), Nvidia partners with Apollo and KKR on AI infrastructure finance.

Aug 11 • Semi Doped

🎙️ NEWS TAKE: China Optical Ban, AMD, Volta, FMS

The proposed China optical transceiver ban, AMD's $800 million CapEx surprise, Volta Infrastructure's $10 billion deal with Anthropic, and more.

Aug 11 • Semi Doped

35:23

Daily Update - August 10th, 2026

Apple tests Chinese DRAM, Anthropic builds its own chip team, and TSMC's 2nm books are full through 2028 at $30,000 a wafer.

Aug 10 • Semi Doped

Semi Doped Pub Quiz

In September 1955, a physicist who had spent nearly two decades at Bell Labs left to start a company of his own, and the deciding factor in where to put…

Aug 9 • Semi Doped

TIL: Shockley - The man who flunked the test for gifted children

And only went to school after the age of eight.

Aug 8 • Semi Doped

🎙️ NEW EPISODE: GlobalFoundries Thomas Barber: CPO, Silicon Photonics, 300mm, SiGe, OCI, NRZ

Silicon Photonics, 300mm wafers, OCI MSA, NRZ vs. PAM4, Silicon Germanium, and more

Aug 7 • Semi Doped

39:33

Daily Update - August 7th, 2026

AMD acquires Taalas for AI inference silicon, SK Hynix commits 54T won across Y2 and M17 fabs, SpaceX and Tesla plan $16.8B Terafab in Texas, MACOM and…

Aug 7 • Semi Doped

Daily Update - August 6th, 2026

Anthropic builds custom silicon team, Sandisk hits $8.97B revenue up 51%, Foxconn July sales reach $29.34B on AI servers, Celestica raises $3B for data…

Aug 6 • Semi Doped

Daily Update - August 5th, 2026

AMD Q2 beat offset by weak AI outlook, Anthropic commits $10B to Volta Infrastructure, CoreWeave plans 360 MW in Indonesia, Kioxia and Samsung push NAND…

Aug 5 • Semi Doped

🎙️ Semi Doped: 2026.07.29 - Astera Labs

Astera Labs' Aries retimers, PCIe Gen 5 and Gen 6, the Scorpio switch, and more

Aug 4 • Semi Doped

47:44

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