Search across episodes, people, companies, and topics — or ask the AI agent for deeper research and structured analysis.

Browse all available podcasts, episodes, and categories. Explore Technology shows and discover new content to follow.

Manage your subscribed podcasts. New episodes are automatically analyzed with AI when published, so you never miss important discussions.

Your AI analysis feed. Every episode you analyze appears here with key insights, summaries, and extracted intelligence.

Browse individuals mentioned across analyzed episodes. See who's being discussed, in what context, and how often.

Track companies and organizations referenced in podcast discussions. Monitor brand mentions and competitive intelligence.

Explore recurring topics and themes extracted from analyzed episodes. Discover what subjects are driving podcast conversations.

Spot emerging trends identified by AI across analyzed episodes. See what's gaining momentum in podcast discussions.

Browse brands and advertisers identified across analyzed episodes. See which companies sponsor which shows and how often.

Semiconductor capital expenditure cycles

Discussed in 2 analyzed podcast episodes across 2 shows

Discussed On

Bloomberg Tech Latent Space: The AI Engineer Podcast

Episodes

Bloomberg Tech · Jul 16, 2026

TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move

TSMC U.S. Manufacturing Expansion Semiconductor Capital Expenditure Cycles AI Chip Demand and Supply Chain Autonomous Maritime Defense Technology Geopolitical Semiconductor Reshoring

Latent Space: The AI Engineer Podcast

Latent Space: The AI Engineer Podcast · Feb 24, 2026

Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis

Claude Code AI programming assistant Global memory shortage (HBM/DRAM)Semiconductor supply chain constraints AI infrastructure scaling challenges Microsoft's AI strategy dilemma