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AI Hardware & Chips: Daily News Podcast Transcripts

YesOui · 156 episodes with transcripts

AI Hardware & Chips Daily — daily briefing on the semiconductor and AI hardware industry. Nvidia, AMD, Intel, TSMC, chip policy, export controls, data centre infrastructure, and the hardware powering the AI race. 6-10 stories per episode. Technically grounded, commercially aware.

Spoken has transcripts of 156 AI Hardware & Chips: Daily News episodes, with the speakers named. The newest listed here is from October 20, 2026.

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156 episodes of AI Hardware & Chips: Daily News have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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curl -s -H "x-api-key: YOUR_KEY" \
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  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
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      sleep 0.34
    done

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Latest AI Hardware & Chips: Daily News transcripts

TSMC's HBM Lock-In, Taiwan Export Crimes & Intel's Tesla Signal

October 20, 2026

Jamie Cole (0:00)

AI Hardware & Chips Daily News I'm Jamie Cole, thanks for joining me. Today, the ASML choke point.

Japan has formally approved TSMC's second Kumato fab for 3-nanometer logic production, starting December 2028 The cap is 6000 wafers per month, and that ceiling isn't a policy choice, it's a physics problem. ASML produces roughly 50-60 EEV lithography systems per year. Each one costs over $150 million.

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