Episodes

  • Beyond Silicon: SiC & GaN

    Beyond Silicon: SiC & GaN
    May 20 2025

    Silicon has ruled the chip world for decades, but new materials are shaking things up. Join Sabrina and Carlos as they dive into Silicon Carbide and Gallium Nitride, two “supermaterials” powering the latest advances in EVs, data centers, and more. Hear how Navitas and Wolfspeed are taking different paths in this fast-growing market-and what it all means for the future of semiconductors.
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    26 mins
  • Semiconductor 101

    Semiconductor 101
    May 20 2025

    Curious about the semiconductor boom but overwhelmed by jargon and headlines? In this episode, Sabrina (investment pro) and Carlos (semiconductor expert) break down the basics of the trillion-dollar chip industry, from ecosystem pillars to the global battlegrounds shaping AI and tech. Whether you’re new to chips or want to understand the real players beyond Nvidia and TSMC, this episode will give you the big picture and the stories behind the silicon.
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    24 mins