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Semi Doped Pub Quiz
In the spring of 1918, a U.S.
16 hrs ago
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Semi Doped
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1
TIL: The First Red LED was a Laser That had Stopped Working
A story of a coal miner's son, a sealed quartz tube, a shouting match with GE's chemistry department, and a laser that only worked when it was cold.
Aug 22
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4
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Daily Update - August 21, 2026
Broadcom tapping debt markets, Samsung and SK hynix planning shareholder return, strong advanced packaging themes.
Aug 21
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Daily Update - August 20th, 2026
SK Hynix published a CPO roadmap in Nature Electronics, Waymo built a custom robotaxi chip, Micron plans a $10B Boise AI memory campus, and Alibaba…
Aug 20
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Daily Update - August 19th, 2026
Cerebras CS-4, ADI record $4B quarter, SK Hynix does a massive share buyback, Marvell-Google warrant.
Aug 19
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1
Daily Update - August 18th, 2026
Nvidia backs OpenAI's Ohio campus with $105B guarantee, Anthropic posts $11.5B Q2 revenue, Groq still raising money.
Aug 18
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🎙️ NEW EPISODE: Tensordyne's R K Anand: HPE Juniper Fabric, Logarithmic Math, MoE Inference, Air Cooling, 3nm
Juniper's scale-up fabric, 72 chips in a 30kW quarter-rack, logarithmic math, and more
Aug 18
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6
55:31
Daily Update - August 17th, 2026
SMIC beats Q2 estimates, eyes capacity expansion; Nvidia guarantees 4.25 IT-GW of OpenAI's Ohio campus, invests $1.5B in SB Energy; Phison sees NAND gap…
Aug 17
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Semi Doped Pub Quiz
In 1991, company X bought a small email program written at the University of Illinois by a staffer named Steve Dorner. He had called it Eudora, after…
Aug 16
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Semi Doped
10
TIL: The Crack That Helped Discover Doping
A "junk" piece of silicon at Bell Labs led to the p-n junction, the transistor, and the trick this newsletter is named after
Aug 15
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Daily Update - August 14th, 2026
Applied Materials Q3 revenue hit $9.12B (+25% YoY), SMIC topped $3B quarterly for the first time, SanDisk targets mid-to-high-teens NAND growth through…
Aug 14
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Daily Update - August 13th, 2026
CoreWeave backlog hits $104B, YMTC takes 14% NAND share, Cisco forecasts $7.5B in AI sales.
Aug 13
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