Semiconductors
technology / concepttechnology entity
Materials and electronic components used to build computing devices.
48
episodes
with mentions
149
transcript
mentions
Aug 2026
latest
mention
* Counts come from the 2026-07-22 package transcript links: a role and a mention count are recorded per episode.
Featured analysis · Semiconductors
ChatGPT at the Doctor, Claude With a Passport, and 32% Fewer Openings: AI Became Reality Before the Market Agreed on RulesAI models and assistantsWhile OpenAI Scales Back Sora, Google and Anthropic Are Turning Legacy Software Into an Unnecessary LayerImage, video, speech, and music generationChina Is Disrupting the AI Market Not With One Model, but With Patents, Data, Energy, and Deployment SpeedGeopolitics and technology competitionRussia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not ChangeGeopolitics and technology competitionThe US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAChips, compute, and data centersHalf a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a ProductChips, compute, and data centersWhy ChatGPT Is ‘Getting Dumber,’ Apple Is Moving Slowly on AI, and Our Data Is the Most Fragile Part of the SystemAI models and assistants