Semiconductors / Hardware / Robotics · Podcasts

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

These are the podcasts Briefwire reads 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 for a line from one of these is a timestamp.

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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.

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 before it goes on the list, and a feed that answers but has stopped publishing is a fail, not a warning. Every source is English-language and public.
Read, so you need not: You do not have to listen to all of them. Each new episode is read from its published transcript, or transcribed when there is none, and the claims worth keeping are pulled out with the timestamp where each was said.
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.

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Podcasts in other industries

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

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