Everything semiconductors and AI. Covering the spectrum.

SemiAnalysis Weekly is the podcast from the SemiAnalysis research team. Each week the analysts who write the reports sit down and talk through what they found: datacenter power, memory pricing, neocloud economics, foundry capacity, the tokenomics of the frontier labs. No guests booked for the sake of guests. The people on the mic are the people who did the work.

Episodes run 35 to 75 minutes and publish most weeks. Every episode gets chapter marks, the referenced reports, and a speaker-labelled transcript on this site.