Joined May 2019
- Tweets 532
- Following 315
- Followers 17,837
- Likes 942
110 Photos and videos
May 15
Oh my god. Is it true? Another episode of Transistor Radio?! Yes it is here. @dylan522p @jordanschneider @fabknowledge @ellehcimnehs (I was asleep) welcome Michelle to TR!
youtu.be/VuVoUiOfZg4
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Asianometry retweeted
In this week's episode @tculpan of @culpium and Jon of @asianometry discuss the rising cost of DRAM, and what it really says about modern oligopolies.
And yes, we have a @YouTube channel.
youtu.be/8Mr4td6Q010?si=3ixL… via @YouTube
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Apr 29
The second episode of Supply Chained is out! @tculpan and I chat about Binning, and what it means for the hot hot hot Macbook Neo. open.spotify.com/episode/3fL…
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Asianometry retweeted
Apr 23
Wow.
I'm amazed & delighted by the incredibly fast uptake and interest in the @Supply_Chained podcast hosted by myself and @asianometry Jon.
Never expected such intense interest.
Many thanks
Available across all plaftforms >>
pod.link/1894962569
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Apr 21
Check out Supply Chained. It's a new project with me and Culpium. The first episode covers TSMC earnings. Thrilling stuff.
From @asianometry’s Jon and @tculpan of @Culpium comes a fresh new podcast.
Introducing “Supply-Chained”.
Episode One is out now through all the usual podcast channels.
Tune in.
open.spotify.com/show/65X5Ce…
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Asianometry retweeted
From @asianometry’s Jon and @tculpan of @Culpium comes a fresh new podcast.
Introducing “Supply-Chained”.
Episode One is out now through all the usual podcast channels.
Tune in.
open.spotify.com/show/65X5Ce…
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Asianometry retweeted
I had the honor of helping @asianometry with a video on $LITE.
Jon is one of the reasons I started writing publicly.
youtu.be/6GlyVh4BaCc
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Mar 5
Yes. TR is back. Today, the @fabknowledge @dylan522p @jordanschneider and myself talk SemiAnalysis' obsession with Claude Code, ASML's 3 shot thing, and the Qwen turbulence.
youtu.be/jdDAkpy5hiY
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Jan 29
The latest episode of TR was live and in-person with @dylan522p @fabknowledge @jordanschneider and special guest @JeremieEO of SemiAnalysis
youtu.be/pLupVXQ6dy8
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Jan 8
In today's TR, @fabknowledge @dylan522p and @jordanschneider discuss beards and Claude Code. youtu.be/RETM1nG9Gho
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25 Nov 2025
In today's TR episode, @fabknowledge , @dylan522p , @jordanschneider , and Wei discuss who now has the AI Mandate of Heaven and then compare the AI bubble to the railroads. youtu.be/0V25VD7eRS8?si=XEDB…
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Watching an @asianometry video with the wife before bed
Me: "Do you know what he's talking about?"
Wife: "I know he's not talking about the kind of wafers I like"
😂😂🤣🤣🤣
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10 Oct 2025
In today's episode of Transistor Radio, @dylan522p @fabknowledge @jordanschneider and Wei of SemiAnalysis discuss InferenceMAX (a long time dream of Dylan's), video games, and rare earths.
youtu.be/Av54nOR-aos
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7 Oct 2025
I’m at SEMICON West this week walking the floor and attending show events. If you see me walking around, say hello!
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1 Oct 2025
Unfortunately we did another episode of Transistor Radio. In today's episode, @dylan522p @fabknowledge and @jordanschneider and WeiZ of SA talk Intel, China, Huawei, and Sora 2. Btw Dylan also reveals the semi tool he most wants to f#%k.
youtube.com/watch?v=we6AvdGI…
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26 Sep 2025
A toast to Pasquale Pistorio, who passed away today. He helped turn around SGS in Italy, one of the precursors to STMicroelectronics. I covered the remarkable turnaround story in a prior video.
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Asianometry retweeted
28 Aug 2025
Always wonderful to spend time chatting chips with Jon Y!
@asianometry
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20 Aug 2025
I'll be at SEMICON West this year in Arizona. I am looking forward to checking stuff out and meeting folks. If you want to say hello, please email me or DM me and we can figure it out.
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