Supply Chained

Afleveringen

1. High-Bandwidth Flash

   3 november 2026 · 20 min

   Afspelen

   Tim & Jon look at the strengths and shortcomings of a new alternative to HBM

2. Jon Goes to Semicon

   27 oktober 2026 · 18 min

   Afspelen

   Jon & Tim take a look at Semicon West, and reveal what Jon told the audience

3. The Terafab Kerfuffle: Tim's Scoop Caused a Stir, But What's Next for the Epic Fab?

   20 oktober 2026 · 22 min

   Afspelen

   Tim & Jon discuss fanciful ideas like Terafab, Flying Cars and Elon Musk agreeing to share

4. Anthropic IPO: Parsing the Prospectus Leak Reports

   13 oktober 2026 · 26 min

   Afspelen

   Tim & Jon examine the early data and recall a vaguely familiar time when IPOs were hot

5. Supply Chains & Mother Nature: When Thai Floods Hit HDDs

   6 oktober 2026 · 18 min

   Afspelen

   Tim & Jon recall the year massive floods hit Thailand, and the lessons to be learnt for the supply-chained

6. Adventures in Chip Design

   29 september 2026 · 16 min

   Afspelen

   Jon & Tim discuss advances in AI-systems for designing chips, and where they still fall short.

7. TSMC, ASML, and High NA EUV

   21 september 2026 · 17 min

   Afspelen

   Jon & Tim discuss something even more awesome and challenging than EUV.

8. Hot Chips and SEMICON Taiwan

   15 september 2026 · 22 min

   Afspelen

   Tim & Jon share spicy takes from the two hottest chip events on the calendar.

9. The Myth of Micron: Not so American After All

   8 september 2026 · 19 min

   Afspelen

   Jon & Tim discuss how Micron zigged when peers zagged, and the "Myth of Micron".

10. Bye Bye Tim Cook

    1 september 2026 · 13 min

    Afspelen

    Jon & Tim look at some forgotten facets of his time at Apple, and how John Ternus may make some changes when he takes power.

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