Semiconductors / Hardware / Robotics podcasts worth following, and what each is good for

These are the podcasts Briefwire has chosen to cover Semiconductors / Hardware / Robotics, each one fetched and checked before it is listed. Where operators and investors reason out loud at length. The receipt is a timestamp wherever the publisher’s transcript carries one.

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The list

In no ranked order. The note beside each says what it is good for, which is a different thing from how big it is.

Most podcasts publish no transcript, and an episode published without one is not read. Being on this list does not mean a show’s episodes are read: only those that come with a transcript reach a brief.

Each note describes the publication in its own terms. Briefwire reads what these sources publish, in public, and nothing else.

Arm Newsroom
Architecture licensing, ecosystem and datacenter-CPU announcements from the IP company under everything.
Robot Talk
Researcher and founder interviews across robotics applications.
Moore's Lobby
Electronics-engineering interviews on design constraints and component selection.
Fabricated Knowledge
A semiconductor analyst modelling the chip cycle and capex; the financial read on silicon.
Chipstrat (Austin Lyons)
An engineer-analyst working through AI-silicon strategy in public - NPUs, inference economics, DRAM supply.
The Amp Hour
Long-running electronics-engineering conversation; component supply and design practice from working engineers.
Embedded.fm
Elecia White interviewing embedded-systems engineers; how hardware products actually get built.
The Six Five
Moorhead and Newman debriefing chip-industry news weekly and interviewing silicon executives on the record.
The Circuit
Ben Bajarin and Jay Goldberg on the business of semiconductors; the analyst conversation the industry listens in on.

How the list was made, and what we do with it

Chosen by hand: Every source is here because people who work in Semiconductors / Hardware / Robotics say substantive things on it, not because it is large. Enough of them to cover the field, few enough to audit.
Checked before listing: Each feed is fetched and checked when it is added and again whenever the library is re-checked by hand: one whose newest item is more than six months old fails, and one quiet for more than three is flagged but can stay listed. Every source is English-language and public.
Read, so you need not: Where a show publishes a transcript, you need not listen: each new episode that comes with one is read from it, and the claims worth keeping are pulled out with the timestamp where each was said, where the transcript is timed. An episode published without a transcript is not read.
When it is read: Briefwire reads a beat’s sources through the day while a trial or paid account tracks it. A beat nobody tracks may not be read at all, and its page shows the library, not a live feed.
Sent as a brief: The 12 lines that rank highest across the whole Semiconductors / Hardware / Robotics beat go out daily or weekly. A claim several independent sources made ranks higher — that counts agreement, not accuracy.

The podcasts are one part of the beat. Every Semiconductors / Hardware / Robotics source, all media — or just the blogs and newsletters or YouTube channels.

Run one of these, or think one is missing? How sources are attributed, and how to reach us.

Podcasts in other industries

Terms on this page

Semiconductors / Hardware / Robotics in 12 lines a brief, each with a receipt.

14 days of Desk, every seat, card on file — cancel before the trial ends and the card is never charged.

Start the 14-day trial Why there is no public sample