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In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race. We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won't save us. This is not just a geopolitical showdown - it's a race for superintelligence, and the clock is ticking. ------
Daniel Mahncke and Shawn O'Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world's leading-edge chip production, fabricating Apple's A- and M-series processors, Nvidia's AI GPUs, and virtually every 3nm part on the planet. In this episode, you'll learn how Morris Chang's radical bet rewired the semiconductor industry, why extreme scale and EUV mastery give TSMC a moat rival chipmakers can't cross, how its Arizona and Japan fabs fit into a strategy shaped by China-Taiwan tension, and how wafer volumes, node mix, and multi-billion-dollar capex translate into free-cash-flow and ROIIC. Daniel and Shawn also debate the right way to price the ever-present geopolitical “wipe-out” tail risk, and ask whether today's market price offers a margin of safety on what could be the most important company in the world. Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 07:39 - How TSMC evolved from a government-backed project to a trillion-dollar company 07:45 - How the semiconductor industry works 16:10 - Where TSMC's dominance comes from 31:27 - What moat protects TSMC's business 39:54 - What the competitive landscape looks like 43:55 - Where future growth is coming from 49:45 - How geopolitical risk is impacting TSMC 1:03:25 - Whether TSMC is attractively valued at its current levels 1:09:18 - Whether Shawn & Daniel add TSM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Sign Up for The Intrinsic Value Community. Interview with TSMC Founder Morris Chang Quartr's Overview of TSMC NZS Semiconductor Whitepaper Check out our previous Intrinsic Value breakdowns: Nintendo, Airbnb, AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: • Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
十年之前，中共囂張狂妄的宣稱「中國製造2025」，定下七成晶片由其國內自產的目標！ 十年過去了，中共拼死拼活居然只做出兩成出頭？台灣人看到都要笑出來了？ 華為和中芯國際，沒EUV曝光機卻敢高調宣稱要做3奈米？是技術突破，是天方夜譚，還是又一場精心策畫的表演，想方設法撈國家的錢？ 中國半導體出口看似暴衝，逆差卻越來越大？賣越多賠越慘，錢到底燒去哪了？ 在此同時，台灣和美國的民主晶片聯盟，在台積電和輝達領軍下，早已一路橫掃全球AI供應鏈，中國還有追上的可能嗎？ 習近平的晶片大夢，會不會全都是泡沫？都是一剎的花火？ 有專業內容也有踢爆牛皮的笑話，想看嗎？哈哈哈哈
For nearly forty years, Chemically Amplified Resists or CARs (say it separately) dominated the semiconductor industry. But technological changes present opportunities for major industrial shifts. And the introduction of EUV is perhaps the biggest technological change in the past 10 years. EUV's rise has opened the door to a perhaps-revolutionary new photoresist, and two very interesting new players supporting them. In this video, we talk about the new metal oxide and dry resists, developed for the EUV era and beyond.
For nearly forty years, Chemically Amplified Resists or CARs (say it separately) dominated the semiconductor industry. But technological changes present opportunities for major industrial shifts. And the introduction of EUV is perhaps the biggest technological change in the past 10 years. EUV's rise has opened the door to a perhaps-revolutionary new photoresist, and two very interesting new players supporting them. In this video, we talk about the new metal oxide and dry resists, developed for the EUV era and beyond.
Cela fait maintenant une semaine que Robert Francis Prevost est devenu Léon XIV. Il y a une semaine, dans le secret de la chapelle Sixtine, le doyen du Collège des cardinaux a interrogé le pape tout juste élu… De quel nom veux-tu être appelé ? Léon. Il s'en est expliqué deux jours plus tard : Léon XIV a choisi de mettre ses pas dans ceux de Léon XIII, et de l'encyclique historique Rerum novarum. Publié en 1891 - le 15 mai d'ailleurs - ce texte aborde la question sociale dans le contexte de la première grande révolution industrielle. Que dit-il dans le détail, et qu'est ce que cela permet de dire du nouveau pape ? François Euvé, Jésuite, théologien, rédacteur en chef de la revue Études est au micro de Pierre-Huges Dubois. Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
While attending an ASML presentation at SEMICON Korea, I noticed a tidbit on one of the slides. A key part of their future EUV roadmap has been growing the power source to 800 watts or more. But it had not been super clear to me how they were going to do that, other than maybe raising the speed of the tin pellets. Then I saw the slide and it showed something new, at least to me. Three laser pulses rather than two. Now how about that? No, this is not an Onion article. This looks to be real. In this video, I want to talk about lasers and EUV light sources. And how three is better than two.
While attending an ASML presentation at SEMICON Korea, I noticed a tidbit on one of the slides. A key part of their future EUV roadmap has been growing the power source to 800 watts or more. But it had not been super clear to me how they were going to do that, other than maybe raising the speed of the tin pellets. Then I saw the slide and it showed something new, at least to me. Three laser pulses rather than two. Now how about that? No, this is not an Onion article. This looks to be real. In this video, I want to talk about lasers and EUV light sources. And how three is better than two.
When the semiconductor industry first started on EUV lithography, almost everyone believed that the optics would be the hardest things to do. Wavefront error—deviations of a light wave from its ideal—comes from imperfections in mirrors and lenses. A good lens aims for lambda/10 error; EUV optics must hit lambda/50. With EUV's 13.5 nm wavelength, that's 260 picometers. For context, a water molecule is 275 pm wide. That's the total error budget—for the entire six-mirror system. Because errors add in quadrature, each mirror gets 106 pm rms. But mirrors double light deviation on reflection, so surface accuracy must be halved: 53 pm rms. That's the radius of a hydrogen atom. It is 20 times harder for an EUV system with six mirrors to achieve the same wavefront performance of a DUV system with 60 surfaces. In this video, we go back to the machine you guys all know and love (again) and the finest multilayer mirrors ever made in history.
When the semiconductor industry first started on EUV lithography, almost everyone believed that the optics would be the hardest things to do. Wavefront error—deviations of a light wave from its ideal—comes from imperfections in mirrors and lenses. A good lens aims for lambda/10 error; EUV optics must hit lambda/50. With EUV's 13.5 nm wavelength, that's 260 picometers. For context, a water molecule is 275 pm wide. That's the total error budget—for the entire six-mirror system. Because errors add in quadrature, each mirror gets 106 pm rms. But mirrors double light deviation on reflection, so surface accuracy must be halved: 53 pm rms. That's the radius of a hydrogen atom. It is 20 times harder for an EUV system with six mirrors to achieve the same wavefront performance of a DUV system with 60 surfaces. In this video, we go back to the machine you guys all know and love (again) and the finest multilayer mirrors ever made in history.
Pour l'avant-dernier épisode de sa série de carême sur l'espérance, La Foi Prise au Mot vous invite à une méditation sur les raisons d'espérer dans notre le monde d'aujourd'hui. Nous le savons, le monde traverse une série de crises aux dimensions multiples : crises environnementales, crises économiques, crises (géo)politiques ou encore crises technologiques. Face à ces défis, il serait facile de céder au découragement. Pourtant, l'espérance chrétienne ne repose pas sur une simple vision optimiste de l'avenir, mais sur une certitude profonde : Dieu demeure présent et continue d'agir dans l'histoire. Quels sont aujourd'hui les signes d'espérance ? Comment garder confiance lorsque les épreuves se multiplient ? Loin d'être une illusion ou une fuite devant la réalité, l'espérance est une force qui pousse à l'action et engage chacun à oeuvrer pour un monde plus juste et plus fraternel. En redécouvrant cette vertu essentielle, chaque croyant devient un témoin et un artisan d'espérance. Avec Johannes Hermann, ornitologue et le père François Euvé s.j., rédacteur en chef de la revue Études.
Social media is passing around an announcement that Huawei is testing a China-domestically developed EUV machine. This machine uses an EUV light source known as Laser-induced Discharge Plasma, or LDP. This is in contrast to ASML's method, which is called the Laser Produced Plasma or LPP method. It is claimed that LDP is much more efficient than LPP. Smaller, simpler and with better energy efficiency. Has ASML just been DeepSeek'd? I have been asked to speak on this via email and Twitter. I guess I have to do it. There is so little out there about how this machine works, so I am not going to speculate. But people have tried LDP before and we can talk about that. Feel free to extrapolate from there. In today's cope video, let's take a look at the Laser-Induced Discharge Plasma EUV light source.
Social media is passing around an announcement that Huawei is testing a China-domestically developed EUV machine. This machine uses an EUV light source known as Laser-induced Discharge Plasma, or LDP. This is in contrast to ASML's method, which is called the Laser Produced Plasma or LPP method. It is claimed that LDP is much more efficient than LPP. Smaller, simpler and with better energy efficiency. Has ASML just been DeepSeek'd? I have been asked to speak on this via email and Twitter. I guess I have to do it. There is so little out there about how this machine works, so I am not going to speculate. But people have tried LDP before and we can talk about that. Feel free to extrapolate from there. In today's cope video, let's take a look at the Laser-Induced Discharge Plasma EUV light source.
Our modern world depends on chips, and our most modern chips depend on complex machines that use a process called extreme ultraviolet lithography. All of these machines are made by one company: ASML. The WSJ's Ben Cohen met one of the machine's mechanics and got a rare, behind-the-scenes tour of a factory where one of them operates. He explains the nearly sci-fi tech behind EUV lithography and gives us a peek into the one tool responsible for all the tech in your life. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Can Japan solve climate change with $3 million? Why are Japanese companies creating AI Customers? Why aren't any of Japan's Universities in the Global Top 100 for AI?SHOW NOTESJAPANIAEA Upbeat, but Niigata Governor Delays Kashiwazaki-Kariwa RestartSUPPLY CHAIN WARJapan to give $3 mil to help Pacific islands fight climate changeChina's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rolloutU.S. to levy fees on ships linked to China, push allies to do similar – draft executive orderSOCIETY 5.0 Hitachi uses generative AI to create "AI customers" and generate catchy slogansNissan tests driverless vehicles in city streets filled with cars and peopleJapanese university unveils AI program for medical student trainingJapan research team develops technology to visualize acne-causing bacteria using AIOnce-reluctant builders now using unmanned machinery, AIIbaraki's Tsukuba and Tsuchiura cities to introduce AI into childcare facility admission selection processRelease of Japanese voice platform models "Izanami" and "Kushinada"Trinity, the AI camera company, launches "unlimited SIM plan for security cameras" that does not require an internet connectionAI: The Future of Ibaraki - Part 1: Efficiency (3) Automatic detection of fires and floods, 24-hour non-stop safety monitoringOsaka Metro to start offering "face recognition ticket gate" service from March 25thNEC unveils completely contactless "face recognition payment" to be introduced at the World ExpoWave, an autonomous driving startup backed by SoftBank Group, moves closer to launching commercial services49 Chinese universities in the top 100 for AI, zero in Japan; half of top US researchers are from China'Another DeepSeek moment'? Chinese start-up launches new AI agent, sparking widespread attention
不停錶的生活 隨時都要有好心情 來點新感覺 讓你帶著自信前行 無論是甜蜜草莓夾心、濃郁花生夾心、浪漫可可夾心 還是星級主廚監製的鮪魚沙拉、以及新登場的金黃蛋沙拉 時尚輕巧美味，新感覺夾心土司，7-11現正優雅販售中 https://sofm.pse.is/798dyw -- NISSAN電驅學院活動開課中！ 試乘新能源車款ARIYA、X-TRAIL e-POWER、KICKS e-POWER，就有機會獲得「價值5萬元 Formula E電動方程式賽事日本東京站雙人之旅」，入主再享4萬配件金及低頭款低月付方案。 和郭泓志一同探索你的電動車適配度：https://sofm.pse.is/798dw9 －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ 台積電加碼投資美國引發關注，對台積電股東來說是好事？台積電會變成美積電？台積電美國廠全部完工的話，美國產能占台積電全球產能多少？未來毛利率會下降嗎？研發中心搬去美國，還能根留台灣？台灣原本仰賴的「矽盾」還撐得住嗎？從「台灣的台積電」，發展到「世界的台積電」，對台灣在世界的地位有何影響？！精彩訪談內容，請鎖定@華視三國演議！ 本集來賓：#洪岳農 #矢板明夫 主持人：#汪浩 以上言論不代表本台立場 #台積電 #川普 #亞利桑那 #矽盾 電視播出時間
台積電宣布追加千億美元投資美國，另一邊，歐盟正努力提升半導體自給率。其中，捷克積極吸引台灣供應鏈投資，歐洲半導體產業迎來新一波發展契機。而作為台積電關鍵夥伴的艾司摩爾，EUV技術也進一步強化了歐洲的布局，隨著台積電德國廠建設進展，台積電在歐洲半導體生態系的角色愈加重要，甚至有可能面臨進一步擴產的要求。 留言告訴我你對這一集的想法： https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》
En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan las últimas declaraciones y políticas de Donald Trump, desde su propuesta de un "Iron Dome" para proteger a Estados Unidos hasta los aranceles a semiconductores taiwaneses, pasando por el polémico DOGE que ya ha recortado $420 millones en contratos. También discuten su programa de buyouts para empleados federales y su visión sobre DeepSeek AI como un llamado a la innovación tecnológica.Luego, profundizan en los resultados financieros de Starbucks, que enfrenta desafíos con la caída del tráfico en sus tiendas globales, pero muestra señales de recuperación gracias a su estrategia "Back to Starbucks". A continuación, revisan el impresionante desempeño de ASML, líder en tecnología EUV, que reportó ingresos récord impulsados por la creciente demanda en inteligencia artificial.Finalmente, cierran con un análisis sobre lo que podría suceder en la reunión del FOMC hoy, destacando cómo cualquier indicio de un cambio en las tasas de interés podría impactar los mercados globales.
繼陽明第一廳口碑熱銷後，城揚建設集團全新奢綠鉅作，廳綠廳水_廳見正義站: https://bit.ly/3McdIxo 2024 全新公園新品，台鐵正義站綠鄰，東高雄首屈一指黃金地段!地點在 2 千坪正義公園前，陽明國中自由學區。精品廳院、飯店奢華，規劃健身房、双 KTV、閱覽室、交誼廳、運動 Bar、多功能教室，奢華貴氣 -- 夜間管理成本增加,社區要漲管理費嗎? 想取消夜間人力,擔心不安全,包裹管理不便嗎? 華岡智慧化社區, 夜間無人,安全與便利不變, 變的是『不漲的管理費』。 漲 45%與省 30%,怎麼選? 華岡為社區打造安全、便利、節流 了解更多: https://sofm.pse.is/722zur －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ 「國家體制決定經濟命運」，2025世界大趨勢將會是美國強大→中國弱化→歐洲沉淪？川普主張的強勢美元政策會讓美國獨享「通脹的繁榮」，其他市場面臨「通縮的衰退」嗎？中國的內卷將進一步全球化，台灣許多陷入紅色殺戮的資本家，可能逐漸滅頂？過去20年，南韓靠中國快速崛起，現在則呈現挨打的局面，南韓政局的不確定性影響經濟，朝小野大，也是台灣的一面鏡子？！精彩訪談內容，請鎖定@華視三國演議！ 本集來賓：#謝金河 #矢板明夫 主持人：#汪浩 以上言論不代表本台立場 #川普2.0 #供應鏈 #AI #中國經濟 電視播出時間
2025年的半導體大事，就是台積電將量產2奈米晶片，這期封面故事，將解密台積獨家靠山「歐洲鐵三角」：荷蘭的艾斯摩爾，以及德國的兩個隱形冠軍鏡片蔡司與雷射器廠商創浦。 這期雜誌中，資深主筆黃亦筠花了近半年心力邀約，遠赴歐洲，前進荷蘭南部的艾司摩爾總部，成為全球第一位見到百億EUV的記者。而這台EUV將讓台積電進入「埃米」時代（10埃米等於1奈米）。 除了荷蘭，天下採訪團隊也深入艾斯摩爾的歐洲鐵三角，探究荷德聯盟成功的秘辛。 有趣的是，蔡司與創浦都位在歐洲不起眼的小鎮。地處偏僻，加上沒有上市、不追求短期利益，反而讓他們更專注在研發，累積可觀專利。讓他們可以從傳產走向高科技，成為艾斯摩爾的研發夥伴，一起打造全球最複雜機台EUV。 荷蘭與台灣都是小國，在半導體設備領域，艾斯摩爾也曾經是後進者。台灣半導體供應鏈是不是可以從中獲得啟發？ 這集決策者聽天下，我們連線遠在紐西蘭的臺灣科技大學機械工程系 鄭正元教授，為我們解析台灣的護國神山，是否能突破重重挑戰，帶領台灣各個產業突破重圍。 主持人：天下雜誌總編輯 陳一姍 來賓： 臺灣科技大學 機械工程系 鄭正元教授 製作團隊：黃柏維 ＊延伸閱讀： 解密台積獨家靠山 荷德小鎮艾司摩爾軍團，百億元EUV打開「埃米」時代 https://cwpodcast2025.pse.is/6xyamu ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn
**川普威脅收回巴拿馬運河 提名佛州郡委員任大使 **艾司摩爾執行長老實說 陸買不到EUV 晶片技術將落後15年 **南韓代理總統也停職！韓悳洙彈劾案通過 **柯文哲涉貪3千萬交保！具保人身分曝光「非陳佩琪」竟是黃國昌妻子 **京華城案柯文哲3000萬元交保 北檢將提抗告 **柯文哲交保返家：感謝上蒼給我機會反省人生 **500萬交保！步出北院掩面哭泣 應曉薇喊：我沒做錯事 **柯文哲交保蔡壁如喊想念 盼返民眾黨中央共商未來 **許芷瑜男友稱柯文哲家藏現金 北檢擬查財產來源 【寶島聯播網提醒您，未經審判證明有罪確定前，推定其為無罪】 ❤️歡迎訂閱、收看、收聽，按讚、分享 【版權屬寶島聯播網所有，未經授權，不得轉載、重製，有需求請來信告知】 ------
Als je te klein bent om de bullebak aan te kunnen, moet je gewoon je mooiste speelgoed aan de sterkste van de klas laten zien. Dat is wat Nissan dacht toen het met Honda ging praten over een mogelijke fusie. De combinatie zou de grootste zijn sinds de komst van autoreus Stellantis. Nissan heeft de elektrische Leaf te bieden, Honda de sterke balans. Wel een nadeel: de rivalen bouwden jarenlang fabrieken bij elkaar in de buurt. Medewerkers van beide bedrijven zijn niet bepaald zeker van hun baan. Verder bespreken we een onvrijwillig huwelijk. Het Italiaanse Unicredit breidde stiekem zijn belang in het Duitse Commerz uit tot 28 procent. De Italiaanse grootbank heeft de trouwjurk voor het Duitse Commerz al gekocht, maar die laatste is stomverbaasd. Toch heeft Duitsland niks te willen: zodra de ECB toestemming geeft, mag UniCredit een bod uitbrengen op de Duitse ex-staatsbank. Verder hoor je waarom Unilever de worsten van Unox de deur uitdoet, waarom beleggers in Birkenstock steeds blijer worden en waarom Pieter Lakeman nog altijd denkt dat Ralph Hamers wél vervolgd gaat worden vanwege gebrekkige witwascontroles bij ING.See omnystudio.com/listener for privacy information.
Als je te klein bent om de bullebak aan te kunnen, moet je gewoon je mooiste speelgoed aan de sterkste van de klas laten zien. Dat is wat Nissan dacht toen het met Honda ging praten over een mogelijke fusie. De combinatie zou de grootste zijn sinds de komst van autoreus Stellantis. Nissan heeft de elektrische Leaf te bieden, Honda de sterke balans. Wel een nadeel: de rivalen bouwden jarenlang fabrieken bij elkaar in de buurt. Medewerkers van beide bedrijven zijn niet bepaald zeker van hun baan. Verder bespreken we een onvrijwillig huwelijk. Het Italiaanse Unicredit breidde stiekem zijn belang in het Duitse Commerz uit tot 28 procent. De Italiaanse grootbank heeft de trouwjurk voor het Duitse Commerz al gekocht, maar die laatste is stomverbaasd. Toch heeft Duitsland niks te willen: zodra de ECB toestemming geeft, mag UniCredit een bod uitbrengen op de Duitse ex-staatsbank. Verder hoor je waarom Unilever de worsten van Unox de deur uitdoet, waarom beleggers in Birkenstock steeds blijer worden en waarom Pieter Lakeman nog altijd denkt dat Ralph Hamers wél vervolgd gaat worden vanwege gebrekkige witwascontroles bij ING.See omnystudio.com/listener for privacy information.
Welcome back to another insightful clip of Market Mondays! In this clip, our hosts Rashad Bilal and Ian Dunlap dive deep into the fascinating world of semiconductor technology and its critical importance in the AI industry. We kick things off with a thorough discussion about Nvidia, one of the most innovative and high-performing companies in the tech world. Over recent years, Nvidia has made significant strides in the development of GPUs (Graphics Processing Units) and AI technologies. With their groundbreaking advancements, they have established themselves as one of the leading companies shaping the future of technology.Rashad provides a comprehensive explanation of the intricate relationship between Nvidia, TSM (Taiwan Semiconductor Manufacturing Company), and ASML. TSM is the manufacturer behind Nvidia's cutting-edge chips, but they rely on ASML for the production of crucial lithography machines — specifically the EUV (Extreme Ultraviolet Lithography) machines. These machines are essential for creating wafers with 3 and 5 nanometer counts, which are vital for the efficiency and speed of GPUs.Ian further elaborates on the technical intricacies, highlighting the importance of these nanometer measurements and why companies like Nvidia opt for them to ensure superior performance. Together, Rashad and Ian explain how this tight-knit supply chain functions, emphasizing the necessity for all parties involved to be operating smoothly for the continued success of tech giants like Nvidia and AMD.Rashad also raises a critical point about the geopolitical aspects of semiconductor manufacturing. He highlights that while TSM has a significant presence in Taiwan, the establishment of a new foundry in Arizona, USA, is an encouraging step towards reducing dependency on imports. This development, tied to the larger CHIP Act, shows how political actions are directly influencing the tech landscape.Towards the latter part of the discussion, Ian shares some investment tips. He advises viewers to set entry points for high growth tech stocks at 25% from the top, as well as the importance of patience in the investment process. Rashad concurs, offering a slightly different metric range of 15-20% and pointing out the potential mistakes new investors might need to avoid, particularly chasing stocks that have already peaked.In an exciting twist, Ian demonstrates the utility of using AI tools like ChatGPT for investment research. By querying ChatGPT about ASML's monopoly on EUV machines, viewers can clearly see the critical role ASML plays in the semiconductor industry and why it's a dominant force that's hard to compete with.If you're an investor, tech enthusiast, or someone interested in the future of AI and semiconductor technologies, this episode is packed with invaluable insights and practical tips. Don't miss out on understanding the nuances of the tech supply chain, the impact of geopolitical developments, and strategic investment advice!Be sure to LIKE, COMMENT, and SUBSCRIBE for more industry-shaping discussions every week. Share your thoughts with us in the comments below – what are your predictions for the future of semiconductors and AI? *Hashtags:*#MarketMondays #Nvidia #TSM #ASML #Semiconductors #AI #Technology #InvestmentTips #GPUs #EUV #TechIndustry #Investing #StockMarket #ChipsAct #TechTalk #QuantumComputingTune in to stay ahead of the curve with Market Mondays!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Dutch lithography juggernaut ASML (Nasdaq: ASML) has been one of the semiconductor industry's best performing stocks of the past decade. Yet its high-flying shares have sold off 33% in the past three months, perhaps due to its underwhelming forward guidance that could indicate slowing demand. ASML has looked to Intel (Nasdaq: INTC) for much of its growth this past year. Intel has been all-in on expanding its foundry group and aggressively placed orders for six of ASML's latest-and-greatest EUV machines last year. That was a huge sign of confidence, and ASML's shares shot up 50% during the first half of 2024. Yet now facing a cash-crunch, Intel is delaying its new $30 billion Germany fab and is pushing out many of its previously-expected orders. That caused ASML to pull back on its fiscal year forecast and to suffer the wrath of a displeased and suddenly-very-grumpy market. With ASML regain the confidence of investors? Will Intel be an opportunity or a liability going forward? 7investing CEO Simon Erickson shares his thoughts in today's podcast. Would you like to see all of 7investing's stock market recommendations and monthly Best Buys? Learn more about how you can take our service for a 7-day free trial at 7investing.com/subscribe.
A mirror inside ASML's EUV lithography machine reflects just 70% of the EUV light it receives. With 10-12 reflections in the machine, this can get inefficient. Just 1% of the photons hit the wafer. Electrical power efficiency is said to be less than 0.2%. It also contributes to troublesome stochastic defects, since not enough EUV photons hit the resist to overcome quantum effects. So a recent paper from Professor Tsumoru Shintake at the Okinawa Institute of Science & Technology caught my eye. It proposes a simplified setup with radically fewer mirrors. But Shintake makes it clear to me that his system no way challenges ASML's. In fact, it should complement it. I think this thing can work. In today's video, I want to walk you through this interesting new thing cooking up in beautiful Okinawa.
A mirror inside ASML's EUV lithography machine reflects just 70% of the EUV light it receives. With 10-12 reflections in the machine, this can get inefficient. Just 1% of the photons hit the wafer. Electrical power efficiency is said to be less than 0.2%. It also contributes to troublesome stochastic defects, since not enough EUV photons hit the resist to overcome quantum effects. So a recent paper from Professor Tsumoru Shintake at the Okinawa Institute of Science & Technology caught my eye. It proposes a simplified setup with radically fewer mirrors. But Shintake makes it clear to me that his system no way challenges ASML's. In fact, it should complement it. I think this thing can work. In today's video, I want to walk you through this interesting new thing cooking up in beautiful Okinawa.
Why are we doing an episode about ASML, a business that the BBC referred to in 2020 as "a relatively obscure Dutch company,"? It started with host, Eeke's, curiosity about an iconic company from her homeland of the Netherlands. But the deeper we descended into the ASML world of semiconductors, chips, and lithography, the more we all realized that we had something pretty special on our hands. ASML owns 100 percent of the extreme ultraviolet lithography (EUV) market. These are the machines that the biggest chip producers like TSMC, Intel, and Samsung rely on to power the world's most innovative chips. Their monopoly was a hard won. When they started investing in EUV in the 1980s, neither ASML nor anyone else in the industry knew whether this technology was possible. It was truly science fiction. Then over the span of 40 years, ASML was a part of the most mind breaking technological advancements, beating out competitors in the United States and Japan to ultimately dominate the lithography market. And, enable us to keep up with Moore's Law (which perhaps would be more aptly called 'Moore's Challenge.') ASML is Europe's second largest company, all run from a field in Veldhoven, the Netherlands, and in this process, they have built one of the biggest technical moats in the industry.
Machines that build machines. It's a curious paradox. Whenever you consider something that builds itself, physically, it could conjure thoughts of an infinity loop or an M.C. Escher painting. The never-ending loop of technology. The extreme ultraviolet (EUV) lithography machine, a marvel of modern engineering, etches patterns onto silicon wafers with unparalleled precision, giving birth to the microchips that power our world. A machine so advanced, so intricate, that it holds the power to create the very building blocks of our digital age. It gives birth to the state of the art in semiconductors. Indeed, the future pulled forward to today. As we marvel at the bleeding edge of technology, we often overlook the humble components that make it all possible. Inside every EUV lithography machine, a symphony of legacy technologies plays out, from power management diodes to analog circuits. These unsung heroes, though less glamorous than their cutting-edge counterparts, are the backbone of innovation. In the wake of the COVID-19 pandemic, the world has witnessed the fragility of global semiconductor supply chains. Black swan events have exposed the dangers of over-reliance on a single source, leading to shortages that ripple across industries. It is a stark reminder that the latest and greatest cannot exist without the tried and true. [pause] As we navigate this era of rapid technological advancement, let us not forget the importance of balance. The yin and yang of old and new, of leading and lagging-edge, are forever intertwined in the dance of progress. The lead guitar and vocals may provide the memorable moments in your favorite songs, but have you ever heard a song without the drums? Modern architecture can inspire and awe, but ever tried to build a house without a concrete foundation? Trips to the zoo to visit the tigers provide moments of wonder; what would happen if the protective glass was removed? Remember that next time you marvel at the latest gadget or gizmo. Take a moment to appreciate the unassuming components that make it all possible. For in the grand scheme of innovation, every piece of the puzzle matters, no matter how small, outdated, or seemingly invisible. How does Microchip Technology provide the critical components for producing Microchip Technology? Links from the episode: Guests: Leon Gross
Welcome to another insightful clip of Market Mondays! Today, we're diving deep into ASML, a pivotal player in the semiconductor industry that has remained somewhat under the radar despite its enormous influence. Join hosts Rashad Bilal, Ian Dunlap, and Troy Millings as they dissect the role of ASML in the chipmaking ecosystem and what the future holds for this tech giant.ASML is known for its near-monopoly on EUV (Extreme Ultraviolet) lithography technology, which is critical in creating the most advanced semiconductors. Although we frequently discuss industry giants like Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC), it's crucial to understand the importance of the equipment that makes their success possible. And that's where ASML comes in.#### Key Points Discussed:- **ASML's Market Position**: Rashad introduces ASML as a gateway company vital to the technology ecosystem, highlighting its near-monopoly on EUV technology.- **Market Trends**: Ian and Troy discuss the current state of the semiconductor market, including a "chip recession," and how ASML is faring amidst these challenges.- **Price Predictions and Investment Strategy**: Ian provides an analysis of ASML's price fluctuations and offers insights on potential entry points for investors, emphasizing the value of being strategic, especially amidst market volatility.- **Technological Importance**: Troy elaborates on ASML's critical role in the semiconductor supply chain, particularly in creating nanometer chips that companies like Nvidia and TSMC rely on.- **Long-term Outlook**: The hosts discuss the future prospects of ASML, including the potential for geopolitical tensions affecting its market, but they also affirm its integral role in the continuing advancements in AI and chipmaking.#### Why ASML Matters:- **Monopoly on Cutting-edge Tech**: ASML's technology is indispensable for manufacturing the next generation of semiconductors, positioning it as a linchpin in the tech supply chain.- **Investment Potential**: Despite a 30% drop from its pandemic high, the hosts see significant long-term value in ASML, making it a compelling consideration for any tech-focused portfolio.- **Geopolitical Factors**: As a Dutch company, ASML operates within a complex landscape of international trade, which could either present opportunities or pose challenges, depending on the geopolitical climate.ASML is not a straightforward investment. Ian likens its volatility to that of Tesla, where the highs can be incredibly rewarding, but the lows can also be gut-wrenching. That's why knowing when to enter and exit positions is crucial.Moreover, the discussion highlights the broader implications of ASML's technology for the AI market and future chip innovations. For those interested in the mechanics of the tech supply chain and long-term investment strategies, this episode is a must-watch.Stay plugged into Market Mondays for more expert analyses and in-depth discussions on the key players and trends shaping the financial landscape. Make sure to like, comment, and subscribe for more valuable content.Hashtags:#MarketMondays #ASML #Investing #Semiconductors #TechStocks #Nvidia #TSMC #EUVTechnology #StockMarket #FinancialEducation #InvestFest #IanDunlap #RashadBilal #TroyMillings #AI #ChipRecession #LongTermInvestmentDon't miss this crucial episode as we peel back the layers on ASML, a company that may not be in the spotlight as much as its peers, but is undoubtedly a cornerstone in the world of technology and finance. Tune in to Market Mondays and stay ahead of the curve!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
台積電是吃電怪獸嗎？如果是的話，台灣怎麼辦？今年六月，台積電董事長劉德音在股東會上表示，台積電的用電量在2030年將來到台灣整體用電量的11-12%，這讓許多人感到有些驚訝，而造成台積電用電量大增的主因，矛頭似乎都指向二奈米晶片所需的極紫外光微影設備EUV。但是，艾司摩爾的EUV真的如此耗電嗎？ 此外，在台灣科技產業發展上，無論是半導體先進製程、AI資料中心、電動車，都需要仰賴足夠的電力，然而台灣的電力足夠嗎？未來會不會缺電？在綠能議題上，儲能技術可能有什麼樣的發展？ 這集節目的來賓是兩位麻省理工學院的台灣校友李政鋒與周奕成，他們正在集結其他MIT校友組成「Power Taiwan」，試圖導入MIT的科學方法來解決台灣用電問題。他們將如何應付能源這個超級難題呢？ 主持人：天下雜誌總主筆 陳良榕 來賓：世代群業董事 李政鋒、Power Taiwan發起人 周奕成 製作團隊：李洛梅、劉駿逸 ＊免費下載《天下每日報App》體驗1個月：https://bit.ly/3wQEJ4P ＊訂閱阿榕伯科技電子報：https://bit.ly/42A6BWj ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn
This week on Sinica, Paul Triolo rejoins the show for a deep, deep dive into China's response to American export controls on advanced semiconductors and related technologies. How much hurt has the policy put on Chinese firms — and how far along is China in finding its way toward technological autonomy? Kevin Xu, author of the fantastic "Interconnected" newsletter, joins to talk about some of the big ideas he's written about in recent months and to play co-host as we grill Paul on China's efforts to get out from under American controls.9:10 – The downplaying of generative AI in the Third Plenum's decision document 18:25 – Why the Middle East is an appealing and important region for major AI players 26:20 – Why chip wars have evolved into to cloud wars 29:36 – How China has fared in trying to achieve its goal of indigenous advanced semiconductor manufacture31:50 – Semiconductors: What lies within the “small yard” versus what products are unaffected under U.S. export controls35:42 – The quality and reliability caveat to China's goal of self-sufficiency in semiconductor manufacture 38:35 – The success of the Biden administration's export controls and whether the controls have really put the hurt on anyone 46:00 – The Harmony operating system 47:47 – The importance of packaging 50:45 – Paul explains what he calls “China Semiconductor Industry Policy 3.0” and its predecessors57:03 – China's EUV lithography challenge1:03:14 – DUV lithography and multi-patterning, and the importance of collaboration across the ecosystemin the process of making semiconductors at scale 1:11:50 – Huawei's progress so far and remaining major hurdles and bottlenecks 1:18:42 – Paul and Kevin's thoughts on whether the American strategic class will regret its approach to export controls and whether there is an off-ramp Recommendations:Paul: Ed Conway's Material World: The Six Raw Materials That Shape Modern Civilization Kevin: Thurston Clarke's The Last Campaign: Robert F. Kennedy and 82 Days That Inspired America Kaiser: The House of the Dragon (2022- ) TV series See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Wir sprechen mit Prof. Dr. Karl Stöger über die politischen Vorgänge zum Abstimmungsverhalten Österreichs im Rat zur RenaturierungsVO und ordnen diese rechtlich ein. Gegenstand sind insb. auch die unterschiedlichen Gutachten zu Rechtsfragen der Bindungswirkung von Länderstellungnahmen, zu §23d Abs 2 B-VG und zu § 5 Bundesministeriengesetz. Links: https://www.politico.eu/article/rogue-austria-environment-minister-leonore-gewessler-burns-bridges-save-eu-nature-restoration-law/ https://www.bmk.gv.at/service/publikationen/veroeffentlichungen-BVG.html https://info.bml.gv.at/im-fokus/studien-und-gutachten/rechtsgutachten-auslegung-von-paragraf-5-bundesministeriengesetz.html https://t.co/yaBjFIMq3o https://t.co/9Na4Se1TGi Art. 16 EUV: https://ris.bka.gv.at/eli/bgbl/iii/1999/85/A16/NOR40157434?Abfrage=Bundesnormen&Kundmachungsorgan=&Index=&Titel=EUV&Gesetzesnummer=&VonArtikel=16&BisArtikel=&VonParagraf=&BisParagraf=&VonAnlage=&BisAnlage=&Typ=&Kundmachungsnummer=&Unterzeichnungsdatum=&FassungVom=22.06.2024&VonInkrafttretedatum=&BisInkrafttretedatum=&VonAusserkrafttretedatum=&BisAusserkrafttretedatum=&NormabschnittnummerKombination=Und&ImRisSeitVonDatum=&ImRisSeitBisDatum=&ImRisSeit=Undefined&ResultPageSize=100&Suchworte=&Position=1&SkipToDocumentPage=true&ResultFunctionToken=a1911ace-1ab5-453d-b615-02111d81cc6f WVK, insb Art 46, 47: https://www.ris.bka.gv.at/GeltendeFassung.wxe?Abfrage=Bundesnormen&Gesetzesnummer=10000684 Art. 23d B-VG https://www.ris.bka.gv.at/GeltendeFassung.wxe?Abfrage=Bundesnormen&Gesetzesnummer=10000138 § 5 BMG, https://www.ris.bka.gv.at/GeltendeFassung.wxe?Abfrage=Bundesnormen&Gesetzesnummer=10000873 § 302 StGB https://www.ris.bka.gv.at/GeltendeFassung.wxe?Abfrage=Bundesnormen&Gesetzesnummer=10002296 Proposal for a REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL on nature restoration, COM/2022/304 final, https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A52022PC0304 Abstimmung im Rat: https://www.linkedin.com/search/results/content/?keywords=gewessler%20anzeige&sid=)VZ&update=urn%3Ali%3Afs_updateV2%3A(urn%3Ali%3Aactivity%3A7209864332988370946%2CBLENDED_SEARCH_FEED%2CEMPTY%2CDEFAULT%2Cfalse) Anzeige § 302 StGB https://www.ots.at/presseaussendung/OTS_20240617_OTS0084/stocker-volkspartei-bringt-strafanzeige-wegen-amtsmissbrauch-gegen-gewessler-ein https://www.oe24.at/oesterreich/politik/das-ist-die-oevp-strafanzeige-gegen-gewessler/598363591#google_vignette
News; campaigning intensifies as Czechia counts down to the Euro elections; On the Road with Kafka: a new book reveals places linked to the famous Prague-born Jewish writer; Czechs in the EU: Václav Havel's legacy
On today's show Andrew and Bill begin with President William Lai's inauguration in Taiwan, including the PRC responses we've seen so far, recent activity around Kinmen island, and a Bloomberg report that ASML's EUV machines can be shut down remotely in the event of an invasion of Taiwan. From there: Friday's announcement of relief plans for the real estate sector, and more thoughts on the challenges facing policymakers as they look to revive consumer sentiment. Then: Questions on the People's Bank of China, a recent push into gold purchases, EV capacity, tariffs on foreign cars, and the latest Central Committee member to be investigated for corruption. At the end: Temu and Shein inspire a Saturday Night Live skit, and Rep. Mike Gallagher is formally sanctioned by the PRC.
Peace Matters - A Podcast on Contemporary Geopolitics and International Relations
The unprovoked and illegal war of aggression of Russia against Ukraine ended the assumption that a conventional war within Europe is a relict of the past. With the European Security Architecture in crisis, if even still existing, the EU member states understood the importance of their neighboring countries in South Eastern Europe and in Eastern Europe for their own security. With the granting of EU candidate status to Ukraine, Moldova and Georgia, the nearly two decades long period of enlargement-fatigue came to an end. However, six states in the so-called Western Balkans have been in the process for many years and yet Croatia was the last country to become a member of the EU in 2013. Challenges are still manifold when it comes to the rule of law, corruption, nationalism, emigration on the side of the candidate countries. On the other hand, especially in the countries of the Western Balkans the EU has lost its credibility due to not following its own promises after reforms. The way into the EU is still long and technical, but there are many attempts to make the process more feasible and merit-based. However, the EU also needs to address the most crucial questions on how it wants to deal with an enlarged EU. How is this possible when decision-making processes on foreign policy decisions are still based on unanimity? While the decision to grant the countries in the east a European perspective has widely been acknowledged as a geopolitical decision, what does that imply for the values of the EU, codified in Art 2 of the EUV? How credible is this European perspective for the candidate countries who are all on different tracks and made different reforms? What is the cost of non-enlarging the EU? With an expected shift towards right-wing parties in the upcoming EU elections in June, what does that mean for a “New EU”? These and other questions have been addressed in this Podcast with the excellent experts Kristof BENDER and Milena MIHAJLOVIĆ. Guests: Kristof Bender (Austria) is the Deputy Chirman at the European Stability Initiative (ESI). He leads various ESI research projects on EU enlargement and on South Eastern Europe. Educated in sociology in Vienna and Paris, he has worked in South East Europe in various capacities since 1997, including managing higher education projects in Bosnia for the World University Service, as Attaché for Humanitarian Affairs in the Austrian Embassy in Belgrade, as a researcher for the International Centre for Migration Policy Development and as a consultant for various institutions, including the Austrian Federal Chancellery, DFID and SIDA. Part of the ESI team since early 2000, Kristof has been living in Bosnia and Herzegovina, Macedonia, Montenegro and Serbia, and is currently based in Vienna. He is also a Europe's Futures fellow at the IWM Vienna (Institut für die Wissenschaften vom Menschen), a board member of the Kosovo Civil Society Foundation (KCSF) and an advisory board member of Institute Alternativa (Montenegro). Milena Mihajlovic is one of the founders and Programme Director at the European Policy Centre (CEP), independent, non-profit think-tank based in Belgrade, Serbia. Milena is a proven expert in the field of public administration reform, in Serbia and in the Western Balkan region. Before co-founding CEP, Lazarevic worked for almost six years as a civil servant in the Serbian administration, first in the EU Integration Office of the Serbian Government (SEIO) and later in the Ministry of Public Administration. She is a Soros scholar and has an MA degree in European studies from the College of Europe and an MA in European Administrative Law from Belgrade University. Moderation: Stephanie Fenkart, Director of the IIP The episode was recorded on 13 May 2024.
✍︎: The Curious Worldview Newsletter - the ultimate compliment to the podcast...Jos Benschop – SVP Science ASML - Episode #56Chris Miller – Chip War - Episode #81ASML Bloody Good BusinessFollow me on Instagram - @ryanfhoggWatch on youtube - https://youtu.be/Kxmf6P-JHa8ASML is certainly among the most critical businesses to the modern economy. They make the machines that make the microchips which makes modernity go round. You've likely heard of TSMC, the Taiwanese behemoth at the centre of Chinese geopolitics and how these are in fact the guys that make these amazing microchips. That is true! But they make them on ASML machines, and that's the critical point to take home. The insane complexity of ASML's EUV machine is impossible to fully appreciate. Jos Benschop, ASMLS senior vice president of Technology he makes the claim that ASML's EUV machine is the most complex machine ever made by man.When words are overused they lose their meaning, but truly ASML's EUV machine is by definition, unbelievable.The CTO Martin Van De Brink has recently retired from ASML – and his cultural legacy really forms the narrative for Marc's Book – with plenty of fun anecdotes.Marc Hijink is the guest on this episode, he is a Dutch journalist and tech reporter for Handelsblad and recently went down a three year journey with unparalleled access to ASML and produced a wonderful history of this phenomenal company. 00:00 – Who Is Marc Hijink & ASML02:38 – Writing ‘Focus' A Dream Project07:38 – ASML Origins & Culture17:23 – Culture & Martin Van De Brink24:35 – The Geopolitics Of ASML26:58 – Complexity Of The EUV Machine & ASML's Appetite For Risk44:55 – What About The Software? + Recruitment Against Meta, Google, OpenAI50:13 – Growing At 800 Employees A Month55:28 – Fragility Of ASML's Client Base57:17 – Focus58:38 – Serendipity In ASML & Marc's Life
Best Ethical, ESG Stocks, for 2024. Covers stocks from AI, to tech, to healthcare, renewable energy, healthcare, and many more. By Ron Robins, MBA Transcript & Links, Episode 129, May 3, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 129 titled “Best Ethical, ESG Stocks, for 2024.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 6 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 1) Best Ethical, ESG Stocks, for 2024 I'm starting this episode with this article, 13 Best Ethical Companies to Invest in 2024. It's by Ramish Cheema at Insider Monkey and appeared on finance.yahoo.com. Here are some quotes from Mr. Cheema from his article. “We ranked the top 30 most valuable holdings of the Vanguard ESG U.S. Stock ETF (ESGV) by the number of hedge funds that had bought the shares during the fourth quarter of 2023 and picked the top stocks… Hedge funds' top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here). 13. Adobe Inc. (NASDAQ:ADBE) Hedge Fund Shareholders: 105 Its Photoshop software is one of the best known image editing software in the world, and in April 2024, Adobe shared that it will add artificial intelligence features to Photoshop later this year. 12. Thermo Fisher Scientific Inc. (NYSE:TMO) Hedge Fund Shareholders: 111 Thermo Fisher Scientific is one of the biggest medical instruments and devices companies in the world. The shares are rated Buy on average. 11. UnitedHealth Group Incorporated (NYSE:UNH) Hedge Fund Shareholders: 113 UnitedHealth Group is the largest healthcare benefits provider and plan manager in the U.S. 2024 has been quite a controversial year for the firm after it was targeted through a cyber attack earlier this year that disrupted healthcare services across America. 10. Advanced Micro Devices, Inc. (NASDAQ:AMD) Hedge Fund Shareholders: 120 Advanced Micro Devices is an American semiconductor designer that makes and sells CPUs, GPUs, and other silicon products… Wall Street appears to be quite optimistic about the firm's future prospects, as it has rated the shares Strong Buy. 9. Salesforce, Inc. (NYSE:CRM) Hedge Fund Shareholders: 131 Salesforce is an American enterprise software company that enables firms to manage their customer relationships… the shares are up after reports indicate that Salesforce is no longer pursuing a multi billion dollar acquisition to grow its business operations. 8. Apple Inc. (NASDAQ:AAPL) Hedge Fund Shareholders: 131 April 2024 hasn't been a great month for the firm, as not only have its shares proved to be lackluster in gains, but multiple reports share that consumer interest in the Apple Vision Pro headset is declining. 7. Mastercard Incorporated (NYSE:MA) Hedge Fund Shareholders: 141 Mastercard is a financial technology firm that acts as a gateway between merchants and consumers. It's… rated (a) Strong Buy on average. 6. Visa Inc. (NYSE:V) Hedge Fund Shareholders: 162 Visa Inc. is another payment gateway platform and services provider. Like Mastercard, it was also at the center of a bullish analyst note from Morgan Stanley in April 2024 that indicated that Visa Inc. was benefiting from the surge in global travel. 5. NVIDIA Corporation (NASDAQ:NVDA) Hedge Fund Shareholders: 173 NVIDIA Corporation is Wall Street's artificial intelligence darling. Its shares are up by 198% over the past year… 4. Alphabet Inc. (NASDAQ:GOOGL) Hedge Fund Shareholders: 214 Alphabet Inc. is one of the biggest technology companies in the world. The firm was out with an announcement worthy of its size in April 2024 when it announced that it would invest $640 million to set up a new data center in The Netherlands. 3. Meta Platforms, Inc. (NASDAQ:META) Hedge Fund Shareholders: 242 Meta Platforms, Inc. is the biggest social media and communications company in the world. Its CEO Mark Zuckerberg appeared to have thrown a curve ball in the AI market in April 2024 when Meta Platforms announced its Llama 3 model which it claims is one of the most powerful open source AI platforms in the world. 2. Amazon.com, Inc. (NASDAQ:AMZN) Hedge Fund Shareholders: 293 Amazon.com is one of the biggest eCommerce retailers in the world. Like other mega cap stocks, it is also focusing heavily on AI, and announced plans in April through which its AWS business division seeks to host other businesses' AI models. 1. Microsoft Corporation (NASDAQ:MSFT) Hedge Fund Shareholders: 302 Microsoft is a global consumer software and enterprise computing giant. The firm scored a big win in April 2024 when beverages giant Coca Cola signed a $1.1 billion deal with it to use Microsoft's AI and cloud computing platforms.” End quotes. ------------------------------------------------------------- 2) Best Ethical, ESG Stocks, for 2024 This next article comes from investorplace.com, a site with a prolific output of articles related to renewable energy. This new article is titled The Power of the Sun: 3 Solar Energy Stocks Primed for 5X Gains. It's by Faizan Farooque. Now some quotes from Mr. Farooque. “1. Array Technologies (NASDAQ:ARRY) has surpassed Wall Street projections four times… Despite tremendous success, Array stock is down 31% in 2024 due to lower-than-expected annual expectations. The company's reduction of its annual prediction has lowered the stock's price, making it ideal for investors looking for inexpensive solar stocks. Analysts predict a 68% upside. 2. Canadian Solar (NASDAQ:CSIQ) The company has missed profit expectations seven times in a row, with the most recent miss being 350%. All it can do is focus on its business and grow. To do this, Canadian Solar is constructing a 5GW solar cell factory in Jeffersonville, Indiana, at a cost of $800 million… Investors will hope the expansion into China and the new $800 million plant will help realize the stock's 84% upside potential. 3. First Solar's (NASDAQ:FSLR) path forward will depend on its aggressive expansion in the solar business. It's spending $1.2 billion to expand its U.S. manufacturing capabilities… First Solar also paid $38 million to buy the Swedish perovskite expert Evolar. It is hoped that this buy will speed up the creation of very efficient tandem photovoltaic (PV) technology… The potential upside of over 22% reflects this narrative, placing it highly among solar stocks.” End quotes. ------------------------------------------------------------- 3) Best Ethical, ESG Stocks, for 2024 This third article comes by way of a new website to me, techopedia.com. The article is titled Best ESG Stocks to Invest in 2024 and it's by Jim Halley. Now some brief comments by Mr. Halley on each company. “1. ASML Holding (NASDAQ: ASML) The Dutch company has a monopoly on EUV lithography machines that are used to imprint patterns on silicon chips. 2. Microsoft (NASDAQ: MSFT) The tech company hasn't let its profit goals get in the way of ESG progress and has invested heavily in renewable energy. It has set ambitious goals for reducing water use and to be carbon neutral. 3. Hermes International (OTC: HESAF) The luxury goods retailer sells longer-lasting goods to protect the environment and has a science-based target to lower greenhouse gas emissions in its supply chain and operations. 4. Fortinet (NASDAQ: FTNT) The cybersecurity company has lowered its carbon footprint, avoiding 455 tons of CO2 emissions by using eco-friendly packaging. It also uses 100% renewable energy in 80% of its owned sites. 5. Check Point Software Technologies (NASDAQ: CHKP) The Israeli company focuses on cybersecurity services. It said it's looking to be carbon neutral by 2040. It also focuses on charitable work and gender equality. 6. Colgate-Palmolive (NYSE: CL) Founded in 1806, it's one of the oldest companies in the US stock market. It has a diverse workforce, with 42% of its senior managers and directors being minorities (Black, Asian or Latino). 7. Adobe (NASDAQ: ADBE) The software company gets high sustainability scores by using renewable energy sources and reducing waste. It also has several diversity and inclusion initiatives. 8. Brookfield Renewable Partners (NYSE: BEP) It develops and operates renewable power and sustainable assets, including hydroelectric, wind, utility-scale solar power. It pays an above-average dividend. 9. Constellation Energy (NASDAQ: CEG) The electrical power and natural gas management services provider has the US's largest carbon-free nuclear presence after investing in the South Texas Project Electric Generating Station. 10. Applied Materials (NASDAQ: AMAT) The world's No. 1 semiconductor wafer fabrication equipment maker gets high ESG scores because it uses 100% renewable energy – wind and solar power – in the US, and 70% globally.” End quotes ------------------------------------------------------------- 4) Best Ethical, ESG Stocks, for 2024 The fourth article is another one from the investorplace.com site titled 7 Alternative Energy Stocks to Buy on the Fossil Fuel Fallout. It's by Josh Enomoto. Here are some quotes from Mr. Enomoto on each of his picks. “1. NextEra Energy (NYSE:NEE) generates, transmits, distributes and sells electric power to retail and wholesale customers in North America. Per its public profile, the company generates electricity through wind, solar, nuclear, natural gas and other clean energy... It's one of the alternative energy stocks to keep on your radar. 2. Cameco (NYSE:CCJ) provides uranium for electricity generation. It operates through multiple segments, with its mainline uranium unit involved in the exploration for, mining, milling, purchase and sale of uranium concentrate. It also features a fuel unit that engages in the refining and fabrication of the commodity… It's an unignorable component of alternative energy stocks to buy. 3. Ormat Technologies (NYSE:ORA) (Is engaged in geothermal energy production.) Geothermal is exactly what it sounds like — extracting energy from the earth's core. It's sustainable, renewable and doesn't involve building ugly wind turbines that could impact wildlife. Notably, the company is a strong financial performer. Last fiscal year, it posted an average positive earnings surprise of 22.58%. 4. First Solar (NASDAQ:FSLR) provides photovoltaic (PV) solar energy solutions in the United States, France, Japan, Chile and internationally. Per its public profile, the company manufactures and sells PV solar modules with a thin film semiconductor technology that provides a lower-carbon alternative to conventional crystalline silicon PV solar modules… It's still risky but it could be a compelling wager for alternative energy stocks. 5. Clearway Energy (NYSE:CWEN) Per its corporate profile, Clearway has approximately 6,000 net megawatts (MW) of installed wind, solar and energy generation projects. It also features approximately 2,500 net MW of natural gas-fired generation facilities… The most optimistic analyst believes that Clearway Energy has… over 62% upside potential. 6. Brookfield Renewable (NYSE:BEPC) owns and operates a portfolio of renewable power and sustainable solution assets primarily in the U.S., Europe, Colombia and Brazil. According to its corporate profile, Brookfield operates hydroelectric, wind, solar and distributed energy and sustainable solutions with an installed capacity of approximately 19,161 MW… Shares feature a moderate buy consensus view. 7. Clean Energy Fuels (NASDAQ:CLNE) provides natural gas as alternative fuels for vehicle fleets and related fueling solutions in the U.S. and Canada… Clean Energy Fuels ranks as the highest-risk, highest-reward prospect on this list of alternative energy stocks. Analysts rate shares a consensus strong buy… projecting over 215% upside potential.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order 1. Title: Qualcomm a Top Socially Responsible Dividend Stock With 2.1% Yield (QCOM) on nasdaq.com. By BNK Invest. 2. Title: This ESG ETF Is Bucking the Trend on etftrends.com. By Nick Peters-Golden. 3. Title: 10 Best Brokers For ESG Investing in 2024 on benzinga.com. By Sam Boughedda. 4. Title: Invest in the Planet: 3 Sustainable Stocks for Earth Day 2024 on investorplace.com. By Andrea van Schalkwyk. 5. Title: 3 Renewable-Focused ETFs Just Hit 3-Year Lows. Are They Worth Buying Now? On fool.com. By Daniel Foelber. 6. Title: 7 stock picks for ESG-conscious investors on equities.com. By Faizan Farooque. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Best Ethical, ESG Stocks, for 2024.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on May 17th. Bye for now. © 2024 Ron Robins, Investing for the Soul
ASML stock is taking a tumble after its latest earnings. It seemed the market was totally focused on the first deliveries of its newest EUV lithography machine to Intel (INTC) to fuel next-gen chip manufacturing, but was ignoring the financial guidance ASML management had provided a few months ago. Shares are giving back some of their 2024 gains, but it's no surprise. This was always going to be a "transition year" for the company. Chip Stock Investor breaks it down and explains its call for this top semiconductor manufacturing equipment provider.
This is Matt Reustle. Today, we are breaking down Intel. In the late 80s, a newly appointed CEO, Andy Grove, pivoted to exit memory chips and focus on logic chips. They were the leading edge chip designer, but Intel missed out on the mobile market and EUV technology as technology shifted. Now they're left playing catch up and falling from their iconic status. To cover Intel, I am joined by Todd Ahlsten, CIO of Parnassus Investments. Todd started covering semiconductors in the mid-nineties and has since lived through eight cycles in the sector. We look at what separates secular changes from cyclical ones, and Todd helps outline what went wrong, what is changing today, and what we can monitor as this progresses. Please enjoy this breakdown of Intel. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by 10 East. 10 East is a platform where qualified investors can co-invest on a deal-by-deal basis across private equity, private credit, real estate ventures, and other one-off opportunities typically unavailable through traditional channels. It's no surprise that founders, executives, and portfolio managers from leading investment firms are using 10 East to diversify their personal portfolios. Their level of sourcing and diligence is institutional grade. To learn more, check out 10east.com. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @zbfuss | @ReustleMatt | @domcooke Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Business Breakdowns (00:04:32) Introduction to Intel's History and Current Challenges (00:10:45) Intel's Missed Opportunities and Current State (00:12:02) Intel's Strategy for Recovery (00:18:30) Tracking Intel's Progress (00:21:43) Understanding Intel's Profit Pools and Future Potential (00:29:21) The Future of GPU and CPU Markets (00:34:34) The Future of Intel's GPU Space (00:35:49) Recovering Intel's CPU Business (00:44:21) The Geopolitical Dynamics Impacting Intel (00:48:25) Competition Landscape: NVIDIA and AMD (00:52:28) Intel's Diverse Portfolio: Mobileye, Altera, and More (00:56:09) Risks and Challenges for Intel (00:59:17) Intel's Role in the Semiconductor Cycle (01:05:47) Lessons from Intel's Business Model Learn more about your ad choices. Visit megaphone.fm/adchoices
De meeste bedrijven verliezen geld aan ziektes en oorlogen. Maar één bedrijf verdient er goud geld mee, en het is nog onschuldig ook: Maersk. Het aandeel van de containervervoerder schoot deze week met dubbele cijfers de lucht in en liet zo alle Europese aandelen achter zich. Met dank aan Houthi-rebellen die containerschepen bestoken met raketten. McDonald's lijdt dan weer wel onder de oorlog in Gaza. Restauranthouders boden Israëlische militairen gratis maaltijden aan. Die hulpactie schoot bij sommige klanten in het verkeerde keelgat en daarom boycotten ze McDonald's. Op het hoofdkantoor waren ze ook niet blij met deze franchisers. Sterker nog: topman Kempczinski spreekt van desinformatie. Tesla wordt verslagen door het Chinese BYD. En precies in die week moet Tesla ook nog eens 1,6 miljoen auto's in China terugroepen. Geluk bij een ongeluk: ze hoeven niet naar de garage. Een software-update blijkt genoeg om gebruikers beter te beveiligen bij het gebruik van de automatische piloot. Jerome Powell van de Amerikaanse centrale bank hintte vorige maand vanuit het niets op renteverlagingen. Maar uit de notulen blijkt dat Powell voor z'n beurt heeft gepraat en dat andere Fed-leden helemaal niet zo overtuigd zijn van een snelle verlaging. Toen werd het Payroll Friday en viel het Amerikaanse banenrapport op de mat. De kater komt later: het zou wel eens maanden kunnen duren voordat de beloofde renteverlagingen een feit worden.See omnystudio.com/listener for privacy information.
“We rarely think about chips, yet they've created the modern world,” writes the historian Chris Miller.He's not exaggerating. Semiconductors power everything from our phones and computers to cars, planes, advanced military equipment, and A.I. systems. Chips are the foundation of modern economic prosperity, military strength and geopolitical power.This conversation with Chris Miller, author of “Chip War: The Fight for the World's Most Critical Technology,” was recorded back in April. But we wanted to re-air it, because what Miller lays out in that book, and in this conversation, is essential to understanding where we are in 2023, and the faultlines that will shape the world ahead. Because semiconductors have one of the most concentrated supply chains of any technology today. One Taiwanese company, TSMC, produces around 90 percent of the most advanced chips. A single Dutch firm, ASML, produces all of the world's EUV lithography machines, which are essential to produce leading-edge chips. The entire industry is built like this.That doesn't just make the chip supply chain vulnerable to external shocks; it also makes it easily weaponizable by the powers that control it. In 2022, the Biden administration banned exports of advanced chips — and the equipment needed to produce those chips — to China, and then further tightened those rules this October. In August 2022, President Biden signed into law the bipartisan CHIPS and Science Act, which includes a $52 billion investment to on-shore U.S. chip manufacturing. China has invested tens of billions of dollars over the past decade to build a domestic semiconductor industry of its own. Chips have become to the geopolitics of the 21st century what oil was to the geopolitics of the 20th.In this conversation, Miller talks me through what semiconductors are, why they matter and how they are shaping everything from U.S.-China relations and the Russia-Ukraine war to the Biden policy agenda and the future of A.I.Mentioned:“The Problem With Everything-Bagel Liberalism” by Ezra KleinBook Recommendations:The World For Sale by Javier Blas and Jack FarchyNexus by Jonathan Reed WinklerPrestige, Manipulation and Coercion by Joseph TorigianThoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com.You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.“The Ezra Klein Show” is produced by Annie Galvin, Emefa Agawu, Jeff Geld, Rogé Karma and Kristin Lin. Fact-checking by Michelle Harris. Mixing by Jeff Geld. Original music by Isaac Jones. Audience strategy by Shannon Busta. The executive producer of New York Times Opinion Audio is Annie-Rose Strasser. Special thanks to Pat McCusker and Kristina Samulewski.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
It's Friday and we're ready to toe the line with Retail Auto as we talk about GM layoffs, Carvana's expansion of its same-day services, and one UPS driver who shares his paycheck and sparks some second thoughts from commenters. General Motors has announced a temporary halt in Chevy Bolt EV production, leading to layoffs of 1,314 workers at two Michigan plants.GM has ceased production of the Chevy Bolt EV and EUV, resulting in 945 job cuts at the Lake Orion assembly plant. The plant is set for a transformation to produce future EV models.An additional 369 jobs will be lost at the Lansing Grand River Assembly plant with the end of Chevy Camaro Coupe production.GM plans a significant shift to its Ultium EV platform, with investments and retooling of the plant leading to the new Chevy Bolt EV reappearing on this new platform in 2025.In a notice to the state, GM noted that the reason they are announcing the layoffs so late were due to the slow ratification process of the UAW contract.Affected workers, particularly at the Orion plant, are being offered alternative opportunities in Michigan. This restructuring follows a new contract with the UAW, which included significant wage adjustments.Carvana is expanding its same-day delivery service to new markets in the South and MidwestAfter introducing its same-day delivery service in November to Atlanta, Dallas-Fort Worth, Tampa, and Orlando, and has now extended it to Cincinnati and Columbus, Ohio.The service allows customers to buy a vehicle online and receive it the same day, emphasizing convenience and speed during the busy holiday season.Carvana senior director of market operations and expansion Jacqueline Hearns said in a news release, “Especially in the middle of a busy holiday season, customers value speed and convenience, and we couldn't be happier to make car buying faster and easier than ever before for Columbus and Cincinnati-area residents with our new same day delivery offering.”Customers also have the option for same-day drop-off when selling their vehicles to Carvana at designated locations.A UPS driver's TikTok video revealing his weekly paycheck gains nearly 12 million views, sparking discussions about pay transparency and career choices in various industries.Skyler Stutzman, an Oregon-based UPS driver, shared his earnings of approximately $2,004 pre-tax for one week, leading to widespread surprise over the high pay rate of UPS drivers.The Teamsters union secured a total compensation package for UPS drivers worth $170,000, including benefits, highlighting the value of union negotiations.Just too good: One X user @battleangelviv posted this screenshot of an iphone update screen with the caption “breaking: apple recalls almost all iphones”Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion
Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Tesla is looking at land for a factory in Thailand, PM says Tesla Model Y is Electrek's vehicle of the year GM says next-gen Bolt will be EUV-only as the SUV virus infects the industry VW's rugged Scout EV brand on track to debut electric pickup and SUV next year Volkswagen mulls $21K EV with Renault, but don't get too excited Jeep-owner Stellantis announces mass layoffs, blames California https://youtu.be/rDZQy2v6fNY Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!
On the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Electrek's Vehicle of the Year, Cybertruck Foundation Series, GM Bolt EUV coming back, and more. Sponsored by Electrek's own merch store: we are launching a brand new merch store with some Electrek swag just in time for the holidays! The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla Model Y is Electrek's vehicle of the year Tesla starts selling fully-loaded Cybertruck ‘Foundation Series' for $120,000 Elon Musk: low-cost Tesla is advanced, manufacturing is going to be revolutionary Tesla Holiday update leaks, and it's a bit of a weak one Tesla's head of Dojo supercomputer is out, possibly over issues with next-gen Tesla shares 48V architecture with other automakers to move the industry Tesla's Swedish strike is spreading through Europe Tesla is officially losing half $7,500 tax credit on two Model 3 trims Ford Mustang Mach-E to lose EV tax credit GM says next-gen Bolt will be EUV-only as the SUV virus infects the industry Lucid Motors (LCID) updates its 2024 model year Airs, including lower prices and a RWD Pure Toyota unveils new Urban electric SUV to rival Volvo's EX30 as affordable EV option Fisker (FSR) dials back its 2023 production targets yet again as it fights to keep going Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET): https://www.youtube.com/watch?v=GU22Ptqyx_o
InsideEVs is proud to present episode 189 of its weekly podcast. Available on the InsideEVs YouTube channel and all major podcast platforms – Apple Podcasts, Spotify, Google Podcasts, iHeart Radio, and Tune In. We also stream the show live on Facebook, Twitch, Twitter, and YouTube on Friday at 9:30 AM EST. Appearing on this episode is Laycee “Miss GoElectric,” an insightful veteran of the InsideEVs Podcast and her own media empire, Hazel Southwell who has been doing science-y deep thinking and reporting for outlets ranging from ESPN to Ars Technica, Alex Goy who is an all-around motoring person and a talented presenter, and Patrick George, Editor in Chief of InsideEVs. This week we will discuss the 1.2 million-mile Tesla Model S, the pricing for the Cybertruck Foundation Series, as well as GM confirming that the next-gen Chevy Bolt will be available as an EUV-only.
On the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Electrek's Vehicle of the Year, Cybertruck Foundation Series, GM Bolt EUV coming back, and more. Sponsored by Electrek's own merch store: we are launching a brand new merch store with some Electrek swag just in time for the holidays! The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla Model Y is Electrek's vehicle of the year Tesla starts selling fully-loaded Cybertruck ‘Foundation Series' for $120,000 Elon Musk: low-cost Tesla is advanced, manufacturing is going to be revolutionary Tesla Holiday update leaks, and it's a bit of a weak one Tesla's head of Dojo supercomputer is out, possibly over issues with next-gen Tesla shares 48V architecture with other automakers to move the industry Tesla's Swedish strike is spreading through Europe Tesla is officially losing half $7,500 tax credit on two Model 3 trims Ford Mustang Mach-E to lose EV tax credit GM says next-gen Bolt will be EUV-only as the SUV virus infects the industry Lucid Motors (LCID) updates its 2024 model year Airs, including lower prices and a RWD Pure Toyota unveils new Urban electric SUV to rival Volvo's EX30 as affordable EV option Fisker (FSR) dials back its 2023 production targets yet again as it fights to keep going Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET): https://www.youtube.com/watch?v=GU22Ptqyx_o
Semiconductor Updates impacting Nvidia Stock, Intel Stock, TSM Stock and ARM IPO. Intel continues to flex its AI strength by posting the results of its Gauid2 Accelerator vs Nvidia's H100 and A100. Intel is also planning on selling more ownership of its IMS Nanofabrication Investment to TSMC to continue developing EUV tools. Finally, TSMC is expected to invest in ARM's IPO, which is expected for tomorrow. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/2023 and measured against the S&P 500 returns of 130% as of 9/8/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. I have a position in $QCOM $NVDA $TSM Semiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
The Verge's Nilay Patel, David Pierce, Alex Cranz, and Andrew Hawkins discuss what's happening in the world of EVs and where that industry is headed. Also: more Apple headset rumors and whatever the heck that Humane demo was last week. Further reading: Apple's AR/VR Headset Plans: iPad Apps, Fitness+, Sports Viewing, Gaming, Music - Bloomberg Apple's mixed reality headset could connect to a battery pack that looks like the iPhone's Humane's wearable screenless AI assistant leaks in first demo clips Apple is reportedly building a paid AI health coach Should we trust Apple with mental health data? 2023 Toyota Prius review: EV reality check GM is ending Chevy Bolt EV and EUV production at the end of the year GM killed the Chevy Bolt — and the dream of a small, affordable EV GM, Hyundai announce EV battery plants for the US Honda's making a bigger electric SUV to follow the Prologue — due 2025 Tesla's carbon footprint is finally coming into focus, and it's bigger than the company let on in the past Cruise continues to burn GM's cash as robotaxis expand to daylight hours Amazon shuts down Halo division and discontinues all devices Disney sues Florida for ‘government retaliation' in escalating feud y Apple is reportedly developing its own journaling app for the iPhone Dyson Zone review: an absurd pair of air purifying ANC headphones Come see a screening of Blackberry with us! Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you! Learn more about your ad choices. Visit podcastchoices.com/adchoices
“We rarely think about chips, yet they've created the modern world,” writes the historian Chris Miller.He's not exaggerating. Semiconductors don't just power our phones and computers; they also enable our cars, planes and home appliances to function. They are essential to everything from developing advanced military equipment to training artificial intelligence systems. Chips are the foundation of modern economic prosperity, military strength and geopolitical power.But semiconductors are also part of one of the most concentrated supply chains of any technology today. One Taiwanese company, TSMC, produces 90 percent of the most advanced chips. A single Dutch firm, ASML, produces all of the world's EUV lithography machines, which are essential to produce leading-edge chips. The entire industry is built like this.That doesn't just make the chip supply chain vulnerable to external shocks; it also makes it easily weaponizable by the powers that control it. In October, the Biden administration banned exports of advanced chips — and the equipment needed to produce those chips — to China. In August, President Biden signed into law the bipartisan CHIPS and Science Act, which includes a $52 billion investment to on-shore U.S. chip manufacturing. China has invested tens of billions of dollars over the past decade to build a domestic semiconductor industry of its own. Chips have become to the geopolitics of the 21st century what oil was to the geopolitics of the 20th.There is no better or more timely explanation of the semiconductor industry — and the geopolitics that have formed around them — than Miller's new book, “Chip War: The Fight for the World's Most Critical Technology.” So I asked him on the show to talk me through what semiconductors are, why they matter and how they are shaping everything from U.S.-China relations and the Russia-Ukraine war to the Biden policy agenda and the future of A.I.Mentioned:“The Problem With Everything-Bagel Liberalism” by Ezra KleinBook Recommendations:The World For Sale by Javier Blas and Jack FarchyNexus by Jonathan Reed WinklerPrestige, Manipulation and Coercion by Joseph TorigianThoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com.You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.“The Ezra Klein Show” is produced by Annie Galvin, Emefa Agawu, Jeff Geld, Rogé Karma and Kristin Lin. Fact-checking by Michelle Harris. Mixing by Jeff Geld. Original music by Isaac Jones. Audience strategy by Shannon Busta. The executive producer of New York Times Opinion Audio is Annie-Rose Strasser. Special thanks to Pat McCusker and Kristina Samulewski.
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