Podcasts about gelsinger

Megtalálták a pillanatot, amikor felkapcsolták a lámpát Mínuszos     2025-03-28 13:33:14     Tudomány James Webb Tudósok a James Webb űrteleszkóppal egy ősi galaxist azonosítottak, ami bizonyítékot szolgáltat arra, hogy az univerzum „sötét kora” utáni fontos átmeneti időszak hamarabb következett be, mint korábban gondolták. A Webb teleszkóp a hatalmas kozmikus távolságok átvizsgálásával visszatekint az időben, és megfigyelte a JADES-GS-z13-1 nevű galaxist, am A véletlenszerűséghez kapcsolódó új kvantumprotokoll született ITBusiness     2025-03-28 05:12:45     Infotech Egy nemzetközi kutatócsoport áttörést ért el a kvantumszámítás területén: sikeresen megvalósították a "hitelesített kvantum véletlenségszerűséget", amivel korábban csak elméletileg létező kísérletek váltak valósággá. A Nature folyóiratban 2025. március 26-án közzétett tanulmány szerint a JPMorganChase, a Quantinuum, az Argonne és az Oak Ridge Nemze Hazánkban sem utópia a tömeges megfigyelés ICT Global     2025-03-28 05:03:22     Infotech A Magyarországon működő térfigyelő kamerákról nincs pontos - nyilvános - adat, de számukat már évekkel ezelőtt 30 ezer körülire becsülték szakértők. Emellett egy központosított, több tízezer kamerából álló hálózat - a megfigyelő eszközök mellett - biometrikus adatbázisokat is kezel. Mesterséges intelligenciával és kétnapos üzemidővel hódít az év egyik legolcsóbb csúcsmobilja Rakéta     2025-03-28 12:18:07     Mobiltech Telefon Mesterséges intelligencia Olcsó Xiaomi A Xiaomi 15 idén is az egyik legolcsóbban elérhető csúcskategóriás telefon lett, ami hardverben ugyan nem sokat változott az elődjéhez képest, az AI szolgáltatások terén viszont annál nagyobb ugrást mutat be. 122 év után igazolták a háromszög négyszögesítéséről szóló feladvány megfejtését Telex     2025-03-28 13:48:14     Tudomány Anglia Egy angol matematikus 1902-ben adott fel egy puzzle-rejtvényt, de csak nemrég sikerült igazolni, hogy nincs jobb megoldás, mint amit egy akkori olvasó adott. Új érintőkijelzős vezérlők a Schneider Electrictől az energiahatékonyságért és a kényelemért Digital Hungary     2025-03-28 12:11:00     Infotech Energia Schneider Electric Akár 30 százalékos energiamegtakarítás és az üzemeltető-, valamint karbantartó személyzet munkájának nagy mértékű egyszerűsítése – többek között ilyen előnyöket kínál a felhasználók számára a Schneider Electric új "SpaceLogic™ Touchscreen Room Controller" érintőkijelzős kezelőjét is magában foglaló épületautomatizálási vezérlőrendszere. A megoldás Az élet korábban ismeretlen formáját azonosíthatták 24.hu     2025-03-28 09:51:48     Tudomány Az ősi organizmusok Prototaxites nevű csoportja régóta fejtörést okoz a kutatóknak. Egy sportautó is kijön a luxusszimulátor árából First Class     2025-03-28 10:03:21     Gaming Luxus Aston Martin Az Aston Martin kínálatának csúcsát, a Valkyrie-t idézi az a szimulátor, melyet a márka egy profi szimulátorépítővel rakott össze. Ennek megfelelő az ára is. Gelsinger: porhintés a TSMC amerikai beruházása HWSW     2025-03-28 12:53:31     Infotech USA Beruházás Intel TSMC Az Intel ex-vezérigazgatója szerint Amerika sosem lesz újra félvezetőipari világelső pusztán a gyárépítésektől. A TCL elhozza OLED gyilkosnak szánt tévéjét Magyarországa is TechWorld     2025-03-28 07:47:10     Infotech LED A TCL C9K fényereje állítólag eszméletlen, és több ezer egyedileg vezérelhető LED zónát kapott. A mostanra a világ egyik legnagyobb tévégyártójává váló TCL hazai képviseletétől kaptuk az infót, hogy a vállalat hamarosan Magyarországon is csatába küldi egyik friss csúcstévéjét. Ez a TCL C9K, amely a tervek szerint 55, 65 és 75 hüvelykes méretben vás Az MI a fizikai világba költözik ITBusiness     2025-03-28 09:33:35     Infotech Mesterséges intelligencia Robot Az utóbbi években a mesterséges intelligencia, különösen a generatív MI fejlesztése annyira felpörgött, hogy a robotika nem tudja követni ezt a tempót, pedig a két terület hagyományosan sok szállal kapcsolódik egymáshoz. Hamarosan azonban ezen a téren is eljöhet az áttörés a fizikai világot leképező és újrateremtő modellek révén, ami nagy lökést ad "Akkor fordulnak a ChatGPT-hez segítségért, amikor elfogyott minden bizalmuk az emberek iránt" Képmás     2025-03-28 08:31:30     Infotech Spanyolország Belgium Mesterséges intelligencia Finnország Segély ChatGPT Erasmus Chat Három kutató és egy újságíró ült össze arról a nemzetközi kutatásról beszélgetni, amely azt fürkészi, hogy a fiataloknak mennyire van szüksége chates felületekre, amikor lelki segélyre szorulnak, működnek-e ilyen szolgáltatások, mennyire hatékonyak, keresettek. Az Erasmus égisze alatt futó kutatásban finn, belga, spanyol és magyar szakemberek is ré Az emberi érintést is felülmúlja az új kínai robotkéz hirado.hu     2025-03-28 11:58:19     Tudomány Kína Robot A kutatók szerint a fejlett tenyértapintás és a rugalmas, ügyes ujjak kombinációja új lehetőségeket nyit az interaktív robotika területén. A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

Megtalálták a pillanatot, amikor felkapcsolták a lámpát Mínuszos     2025-03-28 13:33:14     Tudomány James Webb Tudósok a James Webb űrteleszkóppal egy ősi galaxist azonosítottak, ami bizonyítékot szolgáltat arra, hogy az univerzum „sötét kora” utáni fontos átmeneti időszak hamarabb következett be, mint korábban gondolták. A Webb teleszkóp a hatalmas kozmikus távolságok átvizsgálásával visszatekint az időben, és megfigyelte a JADES-GS-z13-1 nevű galaxist, am A véletlenszerűséghez kapcsolódó új kvantumprotokoll született ITBusiness     2025-03-28 05:12:45     Infotech Egy nemzetközi kutatócsoport áttörést ért el a kvantumszámítás területén: sikeresen megvalósították a "hitelesített kvantum véletlenségszerűséget", amivel korábban csak elméletileg létező kísérletek váltak valósággá. A Nature folyóiratban 2025. március 26-án közzétett tanulmány szerint a JPMorganChase, a Quantinuum, az Argonne és az Oak Ridge Nemze Hazánkban sem utópia a tömeges megfigyelés ICT Global     2025-03-28 05:03:22     Infotech A Magyarországon működő térfigyelő kamerákról nincs pontos - nyilvános - adat, de számukat már évekkel ezelőtt 30 ezer körülire becsülték szakértők. Emellett egy központosított, több tízezer kamerából álló hálózat - a megfigyelő eszközök mellett - biometrikus adatbázisokat is kezel. Mesterséges intelligenciával és kétnapos üzemidővel hódít az év egyik legolcsóbb csúcsmobilja Rakéta     2025-03-28 12:18:07     Mobiltech Telefon Mesterséges intelligencia Olcsó Xiaomi A Xiaomi 15 idén is az egyik legolcsóbban elérhető csúcskategóriás telefon lett, ami hardverben ugyan nem sokat változott az elődjéhez képest, az AI szolgáltatások terén viszont annál nagyobb ugrást mutat be. 122 év után igazolták a háromszög négyszögesítéséről szóló feladvány megfejtését Telex     2025-03-28 13:48:14     Tudomány Anglia Egy angol matematikus 1902-ben adott fel egy puzzle-rejtvényt, de csak nemrég sikerült igazolni, hogy nincs jobb megoldás, mint amit egy akkori olvasó adott. Új érintőkijelzős vezérlők a Schneider Electrictől az energiahatékonyságért és a kényelemért Digital Hungary     2025-03-28 12:11:00     Infotech Energia Schneider Electric Akár 30 százalékos energiamegtakarítás és az üzemeltető-, valamint karbantartó személyzet munkájának nagy mértékű egyszerűsítése – többek között ilyen előnyöket kínál a felhasználók számára a Schneider Electric új "SpaceLogic™ Touchscreen Room Controller" érintőkijelzős kezelőjét is magában foglaló épületautomatizálási vezérlőrendszere. A megoldás Az élet korábban ismeretlen formáját azonosíthatták 24.hu     2025-03-28 09:51:48     Tudomány Az ősi organizmusok Prototaxites nevű csoportja régóta fejtörést okoz a kutatóknak. Egy sportautó is kijön a luxusszimulátor árából First Class     2025-03-28 10:03:21     Gaming Luxus Aston Martin Az Aston Martin kínálatának csúcsát, a Valkyrie-t idézi az a szimulátor, melyet a márka egy profi szimulátorépítővel rakott össze. Ennek megfelelő az ára is. Gelsinger: porhintés a TSMC amerikai beruházása HWSW     2025-03-28 12:53:31     Infotech USA Beruházás Intel TSMC Az Intel ex-vezérigazgatója szerint Amerika sosem lesz újra félvezetőipari világelső pusztán a gyárépítésektől. A TCL elhozza OLED gyilkosnak szánt tévéjét Magyarországa is TechWorld     2025-03-28 07:47:10     Infotech LED A TCL C9K fényereje állítólag eszméletlen, és több ezer egyedileg vezérelhető LED zónát kapott. A mostanra a világ egyik legnagyobb tévégyártójává váló TCL hazai képviseletétől kaptuk az infót, hogy a vállalat hamarosan Magyarországon is csatába küldi egyik friss csúcstévéjét. Ez a TCL C9K, amely a tervek szerint 55, 65 és 75 hüvelykes méretben vás Az MI a fizikai világba költözik ITBusiness     2025-03-28 09:33:35     Infotech Mesterséges intelligencia Robot Az utóbbi években a mesterséges intelligencia, különösen a generatív MI fejlesztése annyira felpörgött, hogy a robotika nem tudja követni ezt a tempót, pedig a két terület hagyományosan sok szállal kapcsolódik egymáshoz. Hamarosan azonban ezen a téren is eljöhet az áttörés a fizikai világot leképező és újrateremtő modellek révén, ami nagy lökést ad "Akkor fordulnak a ChatGPT-hez segítségért, amikor elfogyott minden bizalmuk az emberek iránt" Képmás     2025-03-28 08:31:30     Infotech Spanyolország Belgium Mesterséges intelligencia Finnország Segély ChatGPT Erasmus Chat Három kutató és egy újságíró ült össze arról a nemzetközi kutatásról beszélgetni, amely azt fürkészi, hogy a fiataloknak mennyire van szüksége chates felületekre, amikor lelki segélyre szorulnak, működnek-e ilyen szolgáltatások, mennyire hatékonyak, keresettek. Az Erasmus égisze alatt futó kutatásban finn, belga, spanyol és magyar szakemberek is ré Az emberi érintést is felülmúlja az új kínai robotkéz hirado.hu     2025-03-28 11:58:19     Tudomány Kína Robot A kutatók szerint a fejlett tenyértapintás és a rugalmas, ügyes ujjak kombinációja új lehetőségeket nyit az interaktív robotika területén. A további adásainkat keresd a podcast.hirstart.hu oldalunkon.

Na maanden zoeken is hij er: een nieuwe ceo! De doorgewinterde chipveteraan Lip-Bu Tan (65) moet Intel gaan redden. Beleggers zijn euforisch. Toch is het maar de vraag of met zijn komst de rust terugkeert. Eén ding leek namelijk zeker: Intel zou zich opsplitsen. Maar de komst van Tan kan dat voornemen in gevaar brengen. Net als Intel werd ook bouw-duo BAM en Heijmans jarenlang verafschuwd door beleggers. Beleggers vonden Nederlandse bouwers te risicovol, vanwege probleemprojecten en geblunder in het buitenland. Maar het herstel in ingezet! De aandelen behoren tot de hardste stijgers van het Damrak. En beide bedrijven promoveren binnenkort. Terecht? Of is de ellende nog lang niet voorbij? We staan ook stil bij Donald Trump's fascinatie voor sterke drank, de botte kettingzaag van Elon Musk en bij Volkswagen dat een oorlogsprofiteur blijkt.See omnystudio.com/listener for privacy information.

Na maanden zoeken is hij er: een nieuwe ceo! De doorgewinterde chipveteraan Lip-Bu Tan (65) moet Intel gaan redden. Beleggers zijn euforisch. Toch is het maar de vraag of met zijn komst de rust terugkeert. Eén ding leek namelijk zeker: Intel zou zich opsplitsen. Maar de komst van Tan kan dat voornemen in gevaar brengen. Net als Intel werd ook bouw-duo BAM en Heijmans jarenlang verafschuwd door beleggers. Beleggers vonden Nederlandse bouwers te risicovol, vanwege probleemprojecten en geblunder in het buitenland. Maar het herstel in ingezet! De aandelen behoren tot de hardste stijgers van het Damrak. En beide bedrijven promoveren binnenkort. Terecht? Of is de ellende nog lang niet voorbij? We staan ook stil bij Donald Trump's fascinatie voor sterke drank, de botte kettingzaag van Elon Musk en bij Volkswagen dat een oorlogsprofiteur blijkt.See omnystudio.com/listener for privacy information.

Bryan and Adam were joined by Oxide colleagues Andrew, Rain, and John to talk about creating a general purpose crate for diffing structures. More generally, how do you know when something new is needed? How do you know when the investment of time to validate an idea is warranted? Software engineering is hard! (And also: general enthusiasm for Rust macros.)In addition to Bryan Cantrill and Adam Leventhal, we were joined by Oxide colleagues, Andrew Stone, Rain Paharia, and John Gallagher.Some of the topics we hit on, in the order that we hit them:Checking in on Bryan's 1 Year Intel CEO predictionHiring letter to Intel's co-CEOFrom The Register "Re-hire Gelsinger!"Oxide RFD 457: Control plane sled lifecycleOxide RFD 459: Control plane component lifecycledaft cratediffus crateIf we got something wrong or missed something, please file a PR! Our next show will likely be on Monday at 5p Pacific Time on our Discord server; stay tuned to our Mastodon feeds for details, or subscribe to this calendar. We'd love to have you join us, as we always love to hear from new speakers!

The implications of Pat Gelsinger stepping down as Chairman of Intel are discussed and debated by the MacVoices Live! panel of Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jim Rea, and Mark Fuccio. Will his successor be able to bring Intel back from the brink? Will the company need to divest itself of some divisions to survive? Where does Intel stand in an environment where nanometer processes and AI chip demands are the norm? MacVoices is supported by the 2024 MacVoices Holiday Gift Guide. Great gift ideas to give and get from your MacVoices friends. Look for the shows in the feeds and on our YouTube and Vimeo channels, and check out the master list on the link above. Show Notes: Chapters: 00:10 Introduction to Intel's Leadership Change 16:39 Intel's Engineer Sentiments on Gelsinger 20:38 Looking Ahead in the Tech Landscape Links: Intel's CEO Pat Gelsinger has suddenly retired https://www.engadget.com/big-tech/intels-ceo-pat-gelsinger-has-suddenly-retired-151410215.html Guests: Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Ben Roethig has been in the Apple Ecosystem since the System 7 Days. He is the a former Associate Editor with Geek Beat, Co-Founder of The Tech Hangout and Deconstruct and currently shares his thoughts on RoethigTech. Contact him on  Twitter and Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Welcome to the WTR with your hosts, Jay and Karl, delving into the latest tech news, gadgets, games, and films! Available On: • Listen on Apple Podcasts | Listen on Spotify | Listen on Youtube | All Major Platforms In This Episode: News Intel's CEO hasn't turned the company around, and now he's no longer CEO Gelsinger departs Intel with $9.7M handshake  Intel announces $249 Arc B580 and $219 Arc B570 ‘Battlemage' graphics cards Judge confirms decision to sink Elon Musk's $56B pay package despite Tesla shareholder vote Brazilian company still believes it owns the ‘iPhone' trademark as it awaits trial Apple offered Indonesia $10M then $100M, but it now expects $1B within a week This $89 Wi-Fi router is designed to let you run whatever firmware you want Rumours iPhone 17 Air's slim design could prioritize thinness over features We love hearing from you! Drop us a line in the comments or tweet us at @WeeklyTechRant

This week, Pat Gelsinger stepped down as chief executive of Intel. We talk with The New York Times's Don Clark about why Gelsinger was ousted, what it means for the chip industry and how his departure could affect national security. Then, Kevin and Casey report back from an artificial intelligence conference, where experts debated how long it would take to build a structure around the sun to capture the star's energy — also known as a Dyson sphere. And finally, gift guides have taken over the internet. We dig into why, and offer up suggestions for gear dads, home cooks and even tech billionaires in our first ever Hard Fork gift guide. Guest:Don Clark, New York Times contributor covering the chips industry.   Additional Reading: Intel CEO Pat Gelsinger Steps Down Amid Chipmaker's StrugglesNvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.

IntroductionLIVE from your ESG bath salts inhaler kit, it's a Business Pants Friday Show here at December 6th Studios, featuring AnalystHole Matt Moscardi. On today's weekly wrap up: Murder, Black women fighting back, Investor cowards, and the darkest reason imaginable for a CEO pay cutOur show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):The Murder of Brian Thompson, UnitedHealthcare C.E.O. DRMr. Thompson was on his way to an investors' gathering when he was killed by a masked shooter who fled on an electric bike, the police said.UnitedHealth CEO's killing unleashes social media rage against insurersAfter UnitedHealthcare CEO Shooting, Americans Express Frustration With Health Insurance IndustryKilling of UnitedHealthcare CEO prompts flurry of stories on social media over denied insurance claimsBullet casings found at the scene appear to have had the words “delay” and “deny” on them: Those words may have been a message related to “Delay, Deny, Defend,” the title of a book that discusses how health insurance companies avoid paying patients' claims. The book, by Jay M. Feinman, a professor emeritus at Rutgers Law School, was published in 2010.Murdered Insurance CEO Had Deployed an AI to Automatically Deny Benefits for Sick PeopleSlain UnitedHealthcare CEO Was Accused Of Insider Trading Amid DOJ ProbeSocial media swoons over alleged UnitedHealthcare CEO killer amid investigationBrian Thompson didn't seem to have a bodyguard, and that surprises corporate-security consultants'A wake up call': C-suite security comes into focus after UnitedHealthcare CEO's deathZero pay targets related to customers or patients: mostly revenue, operating income, cash flow from operations, EPS, return on equity Intel CEO Pat Gelsinger ousted by board after disastrous performanceIntel CFO David Zinsner and Intel products CEO MJ Holthaus were named interim co-CEOs. Frank Yeary will serve as interim executive chair.Intel has started evaluating a handful of outsiders, including former board member Lip-Bu Tan, for the role of chief executiveIntel's board is mostly evaluating outsider candidates for the role and has also approached Marvell Technology CEO Matt MurphyFormer ASML CEO Eric Meurice and Microchip interim CEO Steve Sanghi will join Intel's board effective immediately.Gelsinger had 20% influenceNext four directors had combined 45%, including YearyStellantis CEO Carlos Tavares abruptly quits as US Jeep, Ram sales falterInfluence:Tavares 16%Chair John Elkann 13%Senior Independent Director Henri de Castries 20%Tesla CEO Elon Musk loses bid to get $56 billion pay package reinstatedA Delaware judge upheld her January ruling in a case brought by shareholders that said the process leading to approval of the pay package was “deeply flawed.”In January, Chancellor Kathaleen McCormick voided the pay plan, ruling that Musk had individually “controlled Tesla” and dictated the terms of his compensation to a board that didn't fairly negotiate. She called the process leading to approval of that pay plan “deeply flawed.”“Even if a stockholder vote could have a ratifying effect, it could not do so here,” McCormick wrote in her opinion Monday. “Were the court to condone the practice of allowing defeated parties to create new facts for the purpose of revising judgments, lawsuits would become interminable.” Goodliest of the Week (MM/DR):DR: Namibia Elects Its First-Ever Female Leader MMVice President Netumbo Nandi-Ndaitwah was a member of the country's underground independence movement in the 1970s.DR: North Carolina Town Sues Duke Energy Over Climate ChangeCarrboro accused Duke, one the nation's largest utility companies, of ignoring data about climate change while increasing use of fossil fuels.Carrboro Mayor Barbara FousheeMM: Mattel sued over 'Wicked' dolls with porn website linkWho goes to the website URL in fine print on the back of a box?Also, did you actually go to the website? There's no nudity on the page you land on! Winning porn! XBIZ awards for best supporting acting, best all sex scene, best editing, best art direction, best art direction, best screenplay… Some dolls with the misprint on the packaging have sold for more than $100 on eBay.One "Singing Glinda" doll sold for $450 on the shopping site.Assholiest of the Week (MM):Investor governance analysts DRThis is going to sound crass, but… The murdered UNH executive is the CEO of a single division, NOT the company - he's not on the board, but the media makes it sound like the CEO is dead. He's not.If you looked at the board, you'd realize the acting CEO Andrew Witty isn't even the most influential - executive chair Stephen HelmsleyThe assassin - we can say assassin at this point, right? - had more data on the people that run the company than virtually every governance analyst I've ever met, and I was just at a conferenceThey knew who he was, where he would be, at what timeThey were even aware of an investor day at allThey knew he was the CEO of the DIVISION, they didn't target the CEO of the companyIf you invested in the company pre-murder, you made money post-murderMurderers who make me sympathize with murderersKilling of UnitedHealthcare CEO prompts flurry of stories on social media over denied insurance claimsMurdered Insurance CEO Had Deployed an AI to Automatically Deny Benefits for Sick PeopleMade me think of the Jamie Says quote: “The fault line is inequality. And its cause is staring us in the face: our own failure to move beyond our differences and self-interest and act for the greater good.”Jamie Dimon, 4/7/2021Anyone who calls any company anywhere “woke”Disney Agrees to $43.3 Million Settlement in Suit Alleging It Paid Women Less Than Men"Why do I have to have a Marvel that's all women? Not that I have anything against women, but why do I have to do that? Why can't I have Marvels that are both?”Nelson Peltz, 4/3/2024Cowards and liarsTexas and GOP states sue BLK, Vanguard, State StreetAll withdrew from Climate Action 100+ in a show of fun cowardice, here's what they got:Rather than individually wield their shareholdings to reduce coal output, therefore, Defendants effectively formed a syndicate and agreed to use their collective holdings of publicly traded coal companies to induce industry-wide output reductions. To be sure, earlier this year BlackRock and State Street publicly proclaimed that they withdrew from one of the organizations that they previously used to coordinate their anticompetitive conduct, Climate Action 100+. But formal withdrawal from that one organization does not change the reality that Defendants' holdings threaten to substantially reduce competition in violation of Section 7 of the Clayton Act. Nor does it negate the ongoing and future threat of Defendants' coordinated anticompetitive conduct or absolve Defendants of their legal liability for past violations.Coca-Cola accused of quietly dropping its 25% reusable packaging targetRacial diversity falling among new corporate directors: Conference BoardAT&T CEO: If Trump slashes taxes, we will invest more in American infrastructureHeadliniest of the WeekDR: Nomura boss takes pay cut after employee 'tried to kill clients' MMThe worker allegedly stole money from clients and set fire to their home after visiting them on 28 July this year.Nomura apologised to the alleged victims, and said CEO Kentaro Okuda would voluntarily return 30% of his pay for three months.In addition, nine other Nomura directors and executives will return 20% to 30% of their pay for the same period.MM: Volkswagen CEO Oliver Blume reportedly booed by workers after telling them he didn't live in a ‘fantasy world'Who Won the Week?DR: Amateur ESG conspiracy theoristsMM: Professional ESG conspiracy theoristsPredictionsDR: This is an easy one: C-suite security spending rises to unprecedented levelsMM: Gun controlTexas - sues Blackrock AND gets to hear the eventual new Musk pay case? Winning.

In this episode, Ben Bajarin and Jay Goldberg discuss the unexpected retirement of Pat Gelsinger from Intel and its implications for the company's future. They explore the strategic direction Intel may take post-Gelsinger, the challenges of leadership transition, and the importance of product focus versus foundry operations. The conversation delves into the need for a growth strategy in a competitive landscape and the potential paths forward for Intel as it navigates these changes. In this conversation, Jay Goldberg and Ben Bajarin discuss the current state and future of Intel, focusing on its CPU market position, the challenges it faces with its Foundry strategy, and the implications of TSMC's market power. They explore the sentiment surrounding Intel, the role of the board in shaping its future, and the technological optimism tied to upcoming products. The discussion highlights the need for competitive foundries in the semiconductor industry and the potential consequences of TSMC's dominance.

Keskustellaan viikon 49 mielenkiintoisimmista tietotekniikka- ja mobiiliuutisista, jotka on julkaistu https://io-tech.fi -sivustolla. Äänessä tällä viikolla Juha Kokkonen ja Sampsa Kurri. Jakso katsottavissa videomuodossa: https://youtube.com/live/3Rf_Gbow82A

A closer look at Intel's fall from grace in the wake of CEO Pat Gelsinger's sudden retirement and with the company facing a fresh round of questions about its future. Topics include: Ben's overview of a 20-year run of paradigm shifts and strategic missteps, Gelsinger's strengths and weaknesses, CHIPS Act funds and a looming inflection point, and the murky path forward for American made chips.

L'Istat stima che il Pil italiano si appresti a chiudere il 2024 con un progresso dello 0,5%, la metà rispetto alla previsione del governo su cui è stata costruita la legge di bilancio, c'è da dire però che anche Istat aveva previsto a giugno una crescita del +1%. Il dato Istat si allinea a quello diffuso ieri dall'Ocse. Per il 2025 è invece atteso un progresso dello 0,8%, inferiore dello 0,4% rispetto a quanto indicato dal governo Meloni.Secondo l'Istat, l'economia italiana risente nel 2024 della debolezza della domanda interna, in particolare dal lato dell'offerta. La dinamica calante della produzione industriale, alimentata dalla debolezza della economia tedesca, principale mercato di sbocco delle nostre esportazioni e dalla crisi di alcuni comparti produttivi (automotive su tutti), spiega l'Istituto, ha inciso negativamente sugli investimenti fissi lordi e sulle importazioni.Per il 2025, pur permanendo le incertezze di natura geopolitica e i rischi legati a pressioni protezionistiche, si sconta invece una stabilizzazione della domanda mondiale e un leggero rafforzamento del commercio internazionale. I consumi privati beneficerebbero quindi del graduale, anche se parziale, recupero delle retribuzioni e della prosecuzione, pur se a ritmi meno vivaci di quanto osservato di recente, dell'occupazione.Il commento di Mario Deaglio, docente Economia Internazionale Università di Torino ai microfoni di Sebastiano Barisoni.Incognita Intel dopo le dimissioni del CEOL'improvvisa uscita del ceo, Pat Gelsinger, costretto a dimettersi dopo le pressioni del Cda nella giornata di lunedì 2 dicembre, ha posto Intel in una posizione decisamente in bilico, negli ultimi giorni. La società ha comunicato di aver nominato il cfo David Zinsner e la vicepresidente esecutiva Michelle Johnston Holthaus come co-ceo ad interim. L azienda, che stava recuperando brio a Wall Street dopo l elezione di Donald Trump, è ora alle prese con incognite future: un tempo leader nel settore dei semiconduttori, ha faticato a tenere il passo con rivali come Nvidia e Advanced Micro Devices, in particolare nell'intelligenza artificiale. Un mix di rischi e opportunità che hanno dato campo libero alla speculazione sul titolo, che a inizio settimana, nel giro di 24 ore, ha prima guadagnato il 5%, e poi perso il 10%.Sarà importante capire se il nuovo ceo di Intel (ancora sconosciut0) sarà pronto a smantellare un azienda che un tempo dominava il settore dei chip, specie perchè questa mossa complicherebbe la capacità di Intel di ottenere 7,9 miliardi di dollari di sovvenzioni federali nell ambito dello US Chips and Science Act. La componentistica è oggi diventata terreno di battaglia decisivo tanto per lo sviluppo delle nuove tecnologie, quanto per la rivalità tra le grandi potenze, lo dimostrano due svolte avvenute nel settore nella stessa giornata di lunedì. Oltre alle dimissioni di Gelsinger infatti, lunedì è arrivata anche l'annuncio da parte degli Usa di nuovi bandi alle esportazioni verso la Cina. Washington ha aggiunto 140 aziende della Repubblica popolare alla lista di quelle che non possono ricevere le attrezzature per produrre i chip. Le misure, secondo l'amministrazione USA, sono adottate per diminuire le capacità di Pechino di alimentare le proprie ambizioni militari più che per ostacolare lo sviluppo economico della Cina.L'intervento di Alessandro Plateroti, Direttore Newsmondo.it a Focus Economia. Sardegna, per le rinnovabili idoneo l'1% del territorioLa Sardegna ha la sua mappa con le aree idonee per l installazione di impianti per la produzione di energia da fonti rinnovabili: comprenderà circa l 1% del territorio. Ieri il Consiglio regionale ha approvato il Dl 45 (Disposizioni per l individuazione di aree e superfici idonee e non idonee all installazione di impianti a fonti rinnovabili) con 35 voti a favore e 14 contrari. È un atto che chiude un percorso iniziato qualche tempo fa con una serie di ricorsi per la richiesta di connessioni a Terna (circa 700) e poi con le mobilitazioni generali.«Siamo la prima regione d Italia ad approvare una legge sulle aree idonee con circa 3 mesi di anticipo rispetto alla nuova scadenza prevista dal Governo», ha commentato subito dopo la votazione la presidente della Regione Alessandra Todde: «La Sardegna, da tempo considerata un fanalino di coda, oggi diventa un modello di tutela e pianificazione del territorio per le altre regioni italiane. Quando siamo arrivati al governo della Sardegna, abbiamo trovato un territorio spaventato e abbiamo respirato la preoccupazione dei sardi rispetto alle speculazione energetica». Tutti gli impianti, sia quelli nuovi sia quelli in autorizzazione, potranno essere realizzati solo nelle aree idonee. Non inciderà ovviamente su quelli già autorizzati.Il commento di Davide Madeddu, Il Sole 24 Ore

Holy Sh**! Pat Gelsinger announced his "retirement" leaving a rudderless Intel without a captain. How did Intel get here? Some of the cultural problems may be deep in the DNA. Bryan and Adam have some ideas for what happens next, and who might be the next CEO.In addition to Bryan Cantrill and Adam Leventhal, speakers included Ian Grunert.Some of the topics we hit on, in the order that we hit them:Intel announces the retirement of Pat GelsingerAndy Jassy/Pat Gelsinger re:Invent 2018 premises/premise supercutAcquired: Adapting Episode 3: IntelCHM: Pat Gelsinger Oral HistoryWins Above Replacement (WAR)Only the Paranoid Survive by Andy GroveLarrabeeCannon LakeOxF: RIP OptaneXsight's X2NervanaIntel GaudiSpring HillInvest Like the Best: Redefining Semi-conductor ProgressIf we got something wrong or missed something, please file a PR! Our next show will likely be on Monday at 5p Pacific Time on our Discord server; stay tuned to our Mastodon feeds for details, or subscribe to this calendar. We'd love to have you join us, as we always love to hear from new speakers!

The biggest news of the holiday weekend dropped on Monday. Pat Gelsinger has retired from Intel, effective immediately. David Zinsner, CFO, and Michelle Johnston Holthaus, newly named CEO of the Intel Product subunit, have been named as Co-CEOs while the board searches for a permanent member. Gelsinger has been the CEO since 2021. He has been focused on returning Intel to dominance in the chip market while also facing headwinds from industry transitions to mobile and AI computing. Intel stock prices rose on the news. This and more on The Gestalt IT Rundown. Time Stamps: 0:00 - Welcome to the Rundown 1:14 - AWS Announces Nova AI Models 5:35 - UK Company Bails on Broadcom Due to 1,000% Hike 9:36 - Chinese Say US Chips No Longer Safe 14:20 - EnGlobal Fighting Cyberattack 17:49 - Intel Forced to Control Their Own Fabs for CHIPS Cash 21:52 - Pat Gelsinger Retires from Intel 36:50 - The Weeks Ahead 38:30 - Thanks for Listening Hosts: Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #PatGelsinger, #CHIPSAct, #Cybersecurity, #AI, @AWSCloud, @EnGlobal, @Intel, @IntelBusiness, @GestaltIT, @TechFieldDay, @TheFuturumGroup, @SFoskett, @NetworkingNerd,

 Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Wednesday, December 4, 2024. This is Nelson John, let's get started.There's been a significant selloff by foreign portfolio investors over the past two months. But what drove this selloff? According to fund managers and securities lawyers Ram Sahgal spoke to, it wasn't just due to shaky corporate earnings or rising US bond yields. It was triggered by a new rule that Sebi introduced in August 2023 and tightened by March 2024. The rule mandates detailed ownership disclosures from FPIs with substantial Indian holdings. Rather than comply, many FPIs chose to exit, leading to increased selloffs, especially around the MSCI Emerging Markets Index rebalancing in November. IIT campus placements are getting a twist this year! Companies aren't just asking the usual tech questions – they're really shaking things up with some wildcard queries. Imagine being asked to design an airport right in the heart of Bangalore or explain the strategy behind cricket team formations. It's not just about checking if students can code or crunch numbers—it's about seeing how they handle curveballs. Sowmya Ramasubramaniam, Pratishtha Bagai and Devina Sengupta spoke to recruiters who said that these offbeat questions are key to gauging a candidate's creativity and adaptability. This new interview style is aimed at finding candidates who aren't just smart but also quick on their feet and ready to jump into the fray with fresh ideas. Indian farmers may have a tough rabi season ahead, thanks to China. Dhirendra Kumar writes that China's restrictions on key fertiliser exports to India have reduced the availability of a crucial nutrient for crops. – di-ammonium phosphate, or DAP. Domestic DAP production dropped by 7.3% in April-October, while imports fell by 29.8% over the same period. Dhirendra writes that the government has told farmers there is no shortage of fertilisers, but fertiliser companies say otherwise. 20% of India's DAP needs are imported from China, leading to this problem. Blackstone used to buy real estate projects and turn them around. That strategy made it the largest owner of office space in India in quick time. After entering India in 2007, inorganic growth was the mantra for the New York-based company, but it's now moving to greenfield projects, Madhurima Nandy writes. It recently ventured into logistics by building a 52-acre park in Chakan, Maharashtra. Blackstone hopes to capitalise on the growing demand for modern warehouses that is driven by the e-commerce boom. Despite broader economic numbers painting India in a poor light, investors such as Blackstone like India's chances, and are willing to spend like they mean it. Pat Gelsinger's unexpected departure from Intel just might leave the chip giant scrambling to find solid ground in a market that's evolving rapidly thanks to advances in AI, and competitors such as Nvidia and AMD are already way ahead. Once a global powerhouse, Intel is now fighting to reclaim its past glory. So, why did Gelsinger leave? Leslie D'Monte answers that question in today's Primer. Initially hailed as Intel's rescuer when he took over in 2021, Gelsinger left after Intel posted a hefty $16.6 billion quarterly loss, the largest in its history, which apparently shook the board's confidence in his leadership. 

Biden pardons his son Hunter, The French prime minister faces a no-confidence vote after forcing a budget through parliament, Syrian and Russian jets intensify strikes against insurgent-held positions, Israeli strikes hit South Lebanon after Hezbollah mortar fire, Trudeau promises Trump tighter Canadian border control, Protests in Georgia spread as the prime minister criticizes the US, The Social Democrats win Iceland's snap election, Intel chief executive Gelsinger steps down, Australian police conduct a record AU$760M cocaine bust, and dozens are killed in clashes at a soccer match in Guinea. Sources: https://www.verity.news/

The Daily Business and Finance Show - Tuesday, 3 December 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: U.S. is said to ready $725M arms package for Ukraine Gelsinger forced out at Intel after board lost confidence: report Intel announces CEO Gelsinger retiring; replaced with co-CEOs (update) Delaware judge again rejects Musk's multi-billion dollar pay package Super Micro jumps as internal review finds no misconduct; to replace CFO Marjorie Taylor Greene discloses buys of AMD, Alphabet, Microsoft, others Microchip Technology announces restructuring and lowers guidance; shares fall Roku and Trade Desk shares rise after analyst highlights benefits of possible merger Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

00:00 Introducción 00:22 La evolución tecnológica está ayudando a importantes sectores como la medicina El apoyo en imágenes más detalladas a la hora de hacer estudios, el uso de IA y tratamientos menos invasivos son algunas realidades médicas que otorga la tecnología. 01:32 El CEO de Intel, Pat Gelsinger, se retira de la empresa Al frente de la compañía, Gelsinger apostó por recuperar el liderazgo de la empresa en la fabricación de semiconductores y el rebalanceo de la cadena de suministro en la industria. 02:37 Sindicato de Telefonistas pide a Sheinbaum quitar regulación a Telcel y Telmex En una misiva, el Sindicato celebró la eliminación del IFT y tras su extinción, solicitó a la presidenta quitar la regulación a América Móvil para garantizar el avance de las telecomunicaciones. Learn more about your ad choices. Visit megaphone.fm/adchoices

A widely circulated image of Mike Tyson draped in a Palestinian flag before a fight with Jake Paul has been debunked as an AI-generated fake, with both Tyson's spokesperson and Netflix confirming its inauthenticity. Experts have identified several anomalies in the image, highlighting the growing issue of AI-generated misinformation and its potential impact on public perception and international conflicts. China's pursuit of AGI could potentially surpass the U.S. in technological advancement, but it poses risks to economic control and raises significant ethical, economic, and security concerns. The global race for AGI development, driven by rapid AI advancements, has profound implications for national security, economic dominance, and international power dynamics, necessitating robust regulatory frameworks and international cooperation to manage its risks and benefits. AI chatbots like Amazon's Rufus and Shopify's Shop AI are transforming holiday shopping by offering personalized assistance and streamlined processes, yet they face challenges such as inaccuracies, data privacy concerns, and potential job displacement. As these technologies evolve, consumers and retailers must navigate the benefits and limitations to ensure a balanced and secure shopping experience. Nebius, formerly Yandex N.V., has raised $700 million to support its expansion into the U.S. AI infrastructure market, leveraging its GPU as-a-service offerings and cloud computing platform. The company plans to build new data centers and customer hubs, aiming to become a major player in the competitive AI infrastructure space, with significant investments from Nvidia, Accel, and Orbis. Amazon is piloting a new AI-developed carbon-removal material in its data centers to address the rising energy consumption and carbon emissions associated with AI advancements, aiming to achieve net-zero carbon emissions by 2040. This innovative material, created by Orbital Materials, selectively captures CO2 and promises cost-effective carbon reduction, with the potential to significantly impact the tech industry's environmental footprint. Intel Corporation faces significant leadership changes and strategic challenges as CEO Pat Gelsinger announces his retirement, with interim co-CEOs David Zinsner and Michelle Johnston Holthaus taking over during a period of financial instability and competitive pressures. Gelsinger's tenure saw ambitious plans to revitalize Intel, but the company struggled with declining revenues, missed targets, and intense competition, prompting a major restructuring and potential asset sales to navigate its future. False quotes and sensational content are rapidly shared on social media due to their ability to provoke moral outrage, with algorithms prioritizing such content for high engagement. Research shows that people knowingly share misinformation if it elicits strong emotional reactions, highlighting the need for regulatory measures and public awareness to combat the spread of false information.

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.  - The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger's investment in the foundry business several years from now.  - How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term. (20:30) What's your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up. Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY Host: Dylan Lewis Guests: Tim Beyers, Dave Hatter, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Pat Gelsinger is out at Intel. So where do they go from here? The first announces from the AWS re:Invent conference. More signs that crypto is in the ascendency. Elon files to block OpenAI from going for profit. Is he the greatest threat to that company? And a new startup taking on Nvidia.Links:Intel CEO Pat Gelsinger retires (TechCrunch)AWS opens physical outlets that let customers upload their data (TechCrunch)Ripple-Linked XRP Soars to Third-Largest Token After Trump Win (Bloomberg)Elon Musk files for injunction to halt OpenAI's transition to a for-profit (TechCrunch)Musk's Rivals Fear He Will Target Them With His New Power (WSJ)Bezos Backs AI Chipmaker Vying With Nvidia at $2.6 Billion Value (Bloomberg)Open-source OpenWrt One router released at $89 — 'hacker-friendly device' sports two Ethernet ports, three USB ports, with dual-band Wi-Fi 6 (Tom's Hardware)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On the first trading day of December, Carl Quintanilla, Jim Cramer and David Faber led off the show with big news in the world of tech: Intel announced that CEO Pat Gelsinger is retiring. The anchors assessed his nearly four-year tenure, during which shares of the chipmaker lost 60% of their value. Flashback: Hear what Gelsinger told Jim on CNBC in 2021, just months after becoming Intel CEO. Also in focus: Black Friday $11 billion online bonanza. President-elect Trump sends BRIC nations a 100% tariff threat, the CEO of Jeep maker Stellantis steps down , Disney's "Moana 2" leads the Thanksgiving weekend box office surge, all things Elon Musk -- from his lawsuit against OpenAI to what his rivals fear most about him. Squawk on the Street Disclaimer

This is our daily Tech and Business Report. Today, we're joined by Bloomberg's Ian King. Intel's Board of Directors has ousted company CEO Pat Gelsinger as it tries to gain ground on its main competitor, Nvidia. Gelsinger was once hailed as the company's saviour. So, what changed?

De week was nog niet eens begonnen en daar vielen de topmannen al uit het bestuur. Te beginnen met Intel-CEO Pat Gelsinger. Na bijna vier jaar legt hij zijn functie neer, gedwongen door een bestuur dat geen heil meer ziet in de man die Intel weer op de kaart had moeten zetten. De noodlijdende chipmaker miste de markt voor smartphonechips en vergat in te zetten op de GPU waar Nvidia nu zo'n mooie sier mee maakt. Gelsinger besloot, gewapend met overheidsgeld, om weer fabrieken te bouwen. Intel zou net als TSMC chips gaan maken voor de wereld. Resultaat: meer dan anderhalf miljard dollar verlies in het derde kwartaal. En een Gelsinger met érg veel vrije tijd. Je hoort hoe Intel het roer om kan gooien. En ook hoe dat bij Stellantis kan gebeuren. Topman Carlos Tavares ruimt daar het veld. Hij overschatte de portemonnee van zijn klanten en maakte merken als Jeep, Chrysler en Dodge flink wat duurder. Dit jaar werd hij beloond met dikke kwartaalverliezen en ruzie met John Elkann, topman van Exor, de grootste investeerder én stemmer op de aandeelhoudersvergadering van Stellantis. En zo verdwijnt ook Tavares van het toneel. Verder bespreken we de stakingen bij negen Duitse fabrieken van Volkswagen én vertellen we waarom Tesla vandaag flink pluste. En tot slot hoor je waarom Unilever zo graag af wil Unox, maar juist trek heeft in Calvé.See omnystudio.com/listener for privacy information.

De week was nog niet eens begonnen en daar vielen de topmannen al uit het bestuur. Te beginnen met Intel-CEO Pat Gelsinger. Na bijna vier jaar legt hij zijn functie neer, gedwongen door een bestuur dat geen heil meer ziet in de man die Intel weer op de kaart had moeten zetten. De noodlijdende chipmaker miste de markt voor smartphonechips en vergat in te zetten op de GPU waar Nvidia nu zo'n mooie sier mee maakt. Gelsinger besloot, gewapend met overheidsgeld, om weer fabrieken te bouwen. Intel zou net als TSMC chips gaan maken voor de wereld. Resultaat: meer dan anderhalf miljard dollar verlies in het derde kwartaal. En een Gelsinger met érg veel vrije tijd. Je hoort hoe Intel het roer om kan gooien. En ook hoe dat bij Stellantis kan gebeuren. Topman Carlos Tavares ruimt daar het veld. Hij overschatte de portemonnee van zijn klanten en maakte merken als Jeep, Chrysler en Dodge flink wat duurder. Dit jaar werd hij beloond met dikke kwartaalverliezen en ruzie met John Elkann, topman van Exor, de grootste investeerder én stemmer op de aandeelhoudersvergadering van Stellantis. En zo verdwijnt ook Tavares van het toneel. Verder bespreken we de stakingen bij negen Duitse fabrieken van Volkswagen én vertellen we waarom Tesla vandaag flink pluste. En tot slot hoor je waarom Unilever zo graag af wil Unox, maar juist trek heeft in Calvé.See omnystudio.com/listener for privacy information.

…Maar wie krijgt het voor elkaar? Intel was ooit een iconische naam in de chipsector, maar daar is nog maar weinig van over. Toch heeft de ceo de hoop nog niet opgegeven, want hij zou nu een nieuw plan hebben. Zijn Intel moet er wel aan geloven, want de topman lijkt bereid om het halve bedrijf af te breken. Volkswagen doet ook een poging, en ook daar wordt in eigen vlees gesneden. Om de autobouwer weer leven in te blazen doet de topman iets ongekends. Hij is namelijk bereid een fabriek in z'n thuisland te sluiten, iets dat in de 90-jarige geschiedenis van Volkswagen nog nooit eerder is gebeurd. Maar de situatie is 'extreem gespannen', zegt de topman, en normale maatregelen om de kosten te drukken zijn volgens hem niet meer voldoende. En we hebben een primeur van onze eigen Wesley Weerts! Naast dat hij naar een voetbalwedstrijd ging (wat een primeur op zich is), deed hij daar ook nog een nieuwtje op over een belangrijke toeleverancier van ASML. VDL ETG, een producent van onderdelen voor de chipmachines van ASML, gaat banen schrappen. De dip in de chipmarkt duurt langer dan gedacht en daarom moet ook bij de leveranciers van ASML de kosten omlaag.See omnystudio.com/listener for privacy information.

…Maar wie krijgt het voor elkaar? Intel was ooit een iconische naam in de chipsector, maar daar is nog maar weinig van over. Toch heeft de ceo de hoop nog niet opgegeven, want hij zou nu een nieuw plan hebben. Zijn Intel moet er wel aan geloven, want de topman lijkt bereid om het halve bedrijf af te breken. Volkswagen doet ook een poging, en ook daar wordt in eigen vlees gesneden. Om de autobouwer weer leven in te blazen doet de topman iets ongekends. Hij is namelijk bereid een fabriek in z'n thuisland te sluiten, iets dat in de 90-jarige geschiedenis van Volkswagen nog nooit eerder is gebeurd. Maar de situatie is 'extreem gespannen', zegt de topman, en normale maatregelen om de kosten te drukken zijn volgens hem niet meer voldoende. En we hebben een primeur van onze eigen Wesley Weerts! Naast dat hij naar een voetbalwedstrijd ging (wat een primeur op zich is), deed hij daar ook nog een nieuwtje op over een belangrijke toeleverancier van ASML. VDL ETG, een producent van onderdelen voor de chipmachines van ASML, gaat banen schrappen. De dip in de chipmarkt duurt langer dan gedacht en daarom moet ook bij de leveranciers van ASML de kosten omlaag.See omnystudio.com/listener for privacy information.

Noticias Económicas y Financieras Hay mucho que celebrar a medida que agosto llega a su fin, con un repunte de finales de verano que vio a los índices del mercado de valores volver a sus máximos históricos. El Promedio Industrial Dow Jones $DJI acaba de registrar su 25º cierre récord del año, mientras que el S&P 500 (SP500) está a una distancia sorprendente. El Nasdaq (COMP: IND) también ha recuperado más de 1.000 puntos durante el mes pasado, aunque todavía hay algunas presiones tecnológicas tras las últimas ganancias de la querida IA ​​y líder del mercado Nvidia $NVDA. Según se informa, Intel $INTC está explorando opciones como dividir su negocio de fundición y descartar proyectos de fábrica, mientras el fabricante de chips lucha por dar un giro a su negocio en medio de crecientes pérdidas. Si bien tal decisión marcaría un importante cambio de rumbo para el CEO Pat Gelsinger, se espera que Intel haga primero un movimiento más pequeño, como pausar los planes de expansión. Gelsinger también ha admitido que han sido unas semanas difíciles desde los sombríos resultados de Intel. Las autoridades de la Reserva Federal están muy atentas al informe de julio sobre ingresos y gastos personales debido a su medida preferida de inflación subyacente: el índice de precios PCE básico. Durante meses, el presidente Jerome Powell dijo que el banco central estaba buscando más evidencia de que la inflación se encaminaba de manera sostenible hacia su objetivo del 2%, y la semana pasada dijo que era hora de ajustar la política monetaria. El informe PCE también mostrará si los ingresos de los consumidores siguen el ritmo de la inflación y si están gastando más de lo que ingresan. Las tasas hipotecarias también están disminuyendo debido a las expectativas de recorte de tasas. Puede que pronto resulte más caro viajar a Italia, ya que el país propone aumentar los impuestos turísticos para aumentar los ingresos y abordar el creciente descontento público por el exceso de visitantes. Como era de esperar, la propuesta no ha sido bien recibida por la industria de viajes, que afirma que la medida ahuyentará a los turistas.

Intel und seinen Vorläufern verdankt das Silicon Valley seinen Namen. Ausgerechnet in einem Boom-Markt für Computerchips, der Unternehmen wie Nvidia reich gemacht hat, steckt die Halbleiterikone in einer tiefen Krise. 15.000 Mitarbeiter muss der Konzern entlassen – also rund fünfzehn Prozent seiner Belegschaft. Außerdem will Intel bis Ende nächsten Jahres weitere zehn Milliarden Dollar einsparen und alle Projekte auf den Prüfstand stellen. Betrifft das auch die zwei geplanten Intel-Fabriken in Magdeburg? Was sind die Gründe für Intels Probleme, wie will das Unternehmen dort wieder herauskommen und wie stark ist der Posten von Konzernchef Pat Gelsinger gefährdet? Darüber sprechen in dieser Folge des Valley Talks der Berkeley-Wirtschaftsprofessor Olaf Groth und die Journalisten Marcus Schuler und Matthias Hohensee. Vielleicht bekommt Gelsinger bald eine Atempause, weil die Investitionen in KI-Rechenzentren immer stärker hinterfragt werden. Etwa ob die enormen Kosten für Infrastruktur und Energieverbrauch für generative Künstliche Intelligenz die zu erwartenden Vorteile überhaupt rechtfertigen. Welche Parallelen gibt es zur Dot.com-Krise und wie angebracht sind diese? „Wenn das Wachstum in China kaputt geht, dann ist das auch für die Weltwirtschaft und die globale Sicherheit keine gute Geschichte“, sagt Groth, der China gerade kürzlich wieder bereist und vor Ort mit Unternehmern gesprochen hat. Wie empfinden sie die Hightech-Sanktionen gegen ihr Land? Außerdem spricht das Trio über die plötzliche Welle der Euphorie für die demokratische Präsidentschaftskandidatin Kamala Harris, besonders in der Bay Area, in der sie aufgewachsen ist. Kann der Aufwind bis zur Wahl im November anhalten oder wird Donald Trump so oder so triumphieren, weil das Land zu sehr gespalten ist?

"Intel non è giunta in Italia, ne prendiamo atto. Per altro, se leggete, Intel ha dei problemi, è l'unica azienda internazionale di semiconduttori che ha problemi" e "le cui azioni hanno perso valore in Borsa". Lo ha dichiarato il ministro delle Imprese e del made in Italy, Adolfo Urso, al Phygital Sustainability Expo. "Nel frattempo sono giunti investimenti pari già a oltre 8 miliardi di euro sulla microelettronica. Silicon box, St microelectronics, un'altra impresa francese, un'altra impresa tedesca ieri. In totole abbiamo già superato 8 miliardi di euro di investimenti e a fine anno arriveremo a 10 miliardi". L'Intel lo scorso anno aveva fatto sapere che avrebbe messo a terra investimenti sulla catena dei semiconduttori pari a 80 miliardi di euro. Del totale, oltre 33 miliardi saranno dedicati alla costruzione di nuovi impianti nel territorio europeo. Per l'Italia sembrava concreta l'ipotesi di ospitare il primo impianto continentale di back-end per la fabbricazione di chip, per cui l'investimento previsto ruotava intorno ai 4,5 miliardi e che avrebbe generato 1.500 nuovi posti di lavoro e altri 3500 nell'indotto, probabilmente nel nord Italia. Intanto, come scrive oggi Biagio Simonetta sul Sole, Pat Gelsinger, ceo di Intel, ha un compito assolutamente difficile: convincere il mercato che il futuro della sua società non sia stato compromesso da alcune scelte di dubbio valore e dal boom dei competitor come Nvidia. E ci ha provato anche ieri, durante Computex, la fiera tecnologica in corso a Tapei (Taiwan), dove i più importanti produttori di chip al mondo si stanno sfidando a colpi di innovazione. Gelsinger sa che da inizio anno Intel ha perso il 40% del suo valore a Wall Street. Un dato significativo, soprattutto se inserito in un contesto - quello delle società dei semiconduttori - di grande crescita. Nello stesso lasso di tempo, il titolo di Nvidia ha guadagnato il 132%; quello di Arm il 65%; quello di Qualcomm il 40%; quello di AMD il 10%; quello di TSMC il 58%. Intel, che dell'industria dei semiconduttori è una delle società più importanti e longeve, non solo non segue la scia dei competitor, ma addirittura crolla. Dal palco del Computex, Gelsinger ha risposto al ceo di Nvidia: «A differenza di quanto Jensen vorrebbe far credere, la legge di Moore è viva e vegeta» sottolineando che Intel avrà un ruolo importante nella proliferazione dell AI in quanto principale fornitore di chip per PC.«Penso che sia come Internet 25 anni fa, è così grande. Lo vediamo come il carburante che spinge l industria dei semiconduttori a raggiungere 1.000 miliardi di dollari entro la fine del decennio». Intel ha presentato i suoi nuovi processori, e al pari dei rivali, da AMD a Qualcomm, ha fornito dei benchmark che hanno dimostrato che il suo nuovo silicio è significativamente migliore rispetto alle opzioni esistenti. Il problema più immediato, però, è arrivato dal mercato, dove la risposta è stata tutt'altro che calorosa. Le azioni di Intel hanno galleggiato attorno allo stesso valore di chiusura di lunedì. E questo nonostante i nuovi prodotti e le parole del ceo che sono sembrate un guanto di sfida a Nvidia. Intel ha guidato l industria dei computer per decenni, ma negli ultimi due anni i suoi ricavi sono diminuiti a causa del ritardo rispetto ai rivali sui processori per l AI. Una storia che ricorda un po la scelta (una quindicina d'anni fa) fatta per i chip dedicati al mobile. In quell'occasione Intel si fece soffiare il mercato da Qualcomm. Adesso è stata Nvidia a correre più veloce.Ne parliamo con Biagio Simonetta, Il Sole 24 Ore.Vino, l'Italia è il secondo operatore mondialeL'Italia è il secondo operatore mondiale per il vino (+188%) e quinto per gli spirits (+300%). Un trend dell'export registrato in due decadi sulla base di elaborazioni dell'Osservatorio Federvini, in collaborazione con Nomisma e TradeLab. È quanto emerge dall'Assemblea Generale Federvini, Federazione italiana dei produttori, esportatori e importatori di vini, acquaviti, liquori, sciroppi, aceti e affini, svoltasi oggi a Roma alla presenza di istituzioni e produttori italiani. Un comparto che vale - ricorda la Federazione - 21,5 miliardi di euro di fatturato, conta 2.600 imprese e 30.000 occupati, e rappresenta il 21% dell'export del food & beverage italiano.Ne parliamo con Piero Mastroberardino, Vice presidente Federvini.Rinnovabili in crescita, Stato e Regioni litiganoOggi è la Giornata mondiale dell'ambiente, istituita nel 1972 dalle Nazioni Unite in occasione della Conferenza di Stoccolma sull'ambiente umano, con lo scopo di sensibilizzare il pubblico sulle problematiche ambientali e di promuovere azioni a favore della protezione dell'ambiente. In Italia le rinnovabili hanno raggiunto numeri record: ad aprile 2024 hanno coperto il fabbisogno di elettricità con una quota del 51,2% (contro il 36% del 2023). Intanto continuano i contrasti tra lo Stato e le Regioni stretti tra la burocrazia e il rischio speculazioni.Ne parliamo con Ermete Realacci, presidente Symbola-Fondazione per le qualità italiane.Assolombarda, Spada, 'nucleare è una battaglia che dovremmo fare tutti'Il nucleare "è una battaglia che dovremmo fare tutti. Dovrebbe esserci un grande patto tra il mondo della politica, le istituzioni, i media, tutti gli enti. Se veramente ci teniamo a avere imprese più competitive dobbiamo cercare di rendere la loro vita più semplice nei prossimi anni". Lo ha detto il presidente di Assolombarda, Alessandro Spada, nelle scorse settimane. "Siamo per ritornare a investire sul nucleare. Noi in Italia siamo ancora fermi al referendum", ha continuato. In Italia "si fanno battaglie ideologiche, ma ci si dimentica che sopra le nostre teste ci sono 130 centrali nucleari, dal Piemonte al Friuli. Ci vuole più pragmatismo e fiducia nell'innovazione", ha aggiunto Spada ricordando che "non bisogna abbandonare il gas, ma cercare di renderlo sempre più pulito. E puntare sul nucleare". Spada ha ricordato che "oggi in Spagna il costo dell'energia è di 13,67 euro per megawattora, mentre in Italia 86,6 euro". Sul tema è tornato oggi anche il neo presidente di Confindustria Emanuele Orsini, partecipando a un evento de Il Giornale: "L'Industria 5.0 deve essere messa a terra velocemente, per dar la possibilità da luglio di avere i consulenti che possono aiutare le imprese a farlo. La seconda cosa è cominciare alla sperimentazione del nucleare in Italia". Lo ha detto stamni a Verona il presidente di Confindustria. "Oggi - ha proseguito Orsini - si fa lo studio in Italia e le sperimentazioni in Francia. Dobbiamo mettere in condizioni l'Isi di potere dare sostegno alle nostre imprese di far sperimentazione. Quindi mettere a terra subito la parte nucleare perché saremo pronti nel 2031". Il presidente di Confidustria ha poi aggiuntoi come "sappiamo quanto la politica antindustriale sia stata al centro della Commissione uscente, per noi la Commissione entrante e il nuovo Parlamento europeo dovranno mettere al centro l'industria e le imprese, perché altrimenti non rimettiamo al centro la produttività e i consumi". "L'Europa - ha ricordato Orsini - rappresenta il 15% del Pil mondiale, e vale il 7% dell'inquinamento. Io dico attenzione: la decarbonizzazione complessiva vale 1.100 miliardi, noi dobbiamo prenderci i tempi giusti per poterla fare. Il rischio di competitività con i Paesi che non fanno i compiti a casa diventa altissimo e su questo per noi è fondamentale".Ne parliamo con Alessandro Spada, presidente di Assolombarda.

Noch läuft die Computex 2024 in Taipeh, doch die großen Ankündigungen sind durch. Fabian und Jan erläutern die großen Ankündigungen von Nvidia durch CEO Huang, AMD durch CEO Su und Intel durch CEO Gelsinger. Welche Erwartungen wurden erfüllt, welche übertroffen, welche enttäuscht? Und hatten die beiden vor einer Woche alles so kommen sehen? Drei Leserfragen beantworten die drei am Ende auch noch. Viel Spap beim Zuhören!

Professor Doudna was awarded the 2020 Nobel Prize in Chemistry with Professor Emmanuelle Charpentier for their pioneering work in CRISPR genome editing. The first genome editing therapy (Casgevy) was just FDA approved, only a decade after the CRISPR-Cas9 editing system discovery. But It's just the beginning of a much bigger impact story for medicine and life science.Ground Truths podcasts are now on Apple and Spotify. And if you prefer videos, they are posted on YouTubeTranscript with links to audio and relevant external linksEric Topol (00:06):This is Eric Topol with Ground Truths, and I'm really excited today to have with me Professor Jennifer Doudna, who heads up the Innovative Genomics Institute (IGI) at UC Berkeley, along with other academic appointments, and as everybody knows, was the Nobel laureate for her extraordinary discovery efforts with CRISPR genome editing. So welcome, Jennifer.Jennifer Doudna (00:31):Hello, Eric. Great to be here.Eric Topol (00:34):Well, you know we hadn't met before, but I felt like I know you so well because this is one of my favorite books, The Code Breaker. And Walter Isaacson did such a wonderful job to tell your story. What did you think of the book?My interview with Walter Isaacson on The Code Breaker, a book I highly recommendJennifer Doudna (00:48):I thought Walter did a great job. He's a good storyteller, and as you know from probably from reading it or maybe talking to others about it, he wrote a page turner. He actually really dug into the science and all the different aspects of it that I think created a great tale.Eric Topol (01:07):Yeah, I recommended highly. It was my favorite book when it came out a couple years ago, and it is a page turner. In fact, I just want to read one, there's so many quotes out of it, but in the early part of the book, he says, “the invention of CRISPR and the plague of Covid will hasten our transition to the third great revolution of modern times. These revolutions arose from the discovery beginning just over a century ago, of the three fundamental kernels of our existence, the atom, the bit, and the gene.” That kind of tells a big story just in one sentence, but I thought I'd start with the IGI, the institute that you have set up at Berkeley and what its overall goals are.Jennifer Doudna (01:58):Right. Well, let's just go back a few years maybe to the origins of this institute and my thinking around it, because in the early days of CRISPR, it was clear that we were really at a moment that was quite unique in the sense that there was a transformative technology. It was going to intersect with lots of other discoveries and technologies. And I work at a public institution and my question to myself was, how can I make sure that this powerful tool is first of all used responsibly and secondly, that it's used in a way that benefits as many people as possible, and it's a tall order, but clearly we needed to have some kind of a structure that would allow people to work together towards those goals. And that was really the mission behind the IGI, which was started as a partnership between UC Berkeley and UCSF and now actually includes UC Davis as well.The First FDA Approved Genome EditingEric Topol (02:57):I didn't realize that. That's terrific. Well, this is a pretty big time because 10 years or so, I guess starting to be 11 when you got this thing going, now we're starting to see, well, hundreds of patients have been treated and in December the FDA approved the first CRISPR therapy for sickle cell disease, Casgevy. Is that the way you say it?Jennifer Doudna (03:23):Casgevy, yeah.Eric Topol (03:24):That must have felt pretty good to see if you go from the molecules to the bench all the way now to actually treating diseases and getting approval, which is no easy task.Jennifer Doudna (03:39):Well, Eric, for me, I'm a biochemist and somebody who has always worked on the fundamentals of biology, and so it's really been extraordinary to see the pace at which the CRISPR technology has been adopted, and not just for fundamental research, but also for real applications. And Casgevy is sort of the crowning example of that so far, is that it's really a technology that we can already see how it's being used to, I think it's fair to say, effectively cure a genetic disease for the first time. Really amazing.Genome Editing is Not the Same as Gene TherapyEric Topol (04:17):Yeah. Now I want to get back to that. I know there's going to be refinements about that. And of course, there's beta thalassemia, so we've got two already, and our mutual friend Fyodor Urnov would say two down 5,000 to go. But I think before I get to the actual repair of the sickle cell defect molecular defect, I think one of the questions I think that people listeners may not know is the differentiation of genome editing with gene therapy. I mean, as you know, there was recently a gene therapy approval for something like $4.25 million for metachromatic leukodystrophy. So maybe you could give us kind of skinny on how these two fundamental therapies are different.Jennifer Doudna (05:07):Right. Well, it's a great question because the terminology sounds kind of the same, and so it could be confusing. Gene therapy goes back decades, I can remember gene therapy being discussed as an exciting new at the time, direction back when I was a graduate student. That was little while ago. And it refers to the idea that we can use a genetic approach for disease treatment or even for a cure. However, it fundamentally requires some mechanism of integrating new information into a genome. And traditionally that's been done using viruses, which are great at doing that. It's just that they do it wherever they want to do it, not necessarily where we want that information to go. And this is where CRISPR comes in. It's a technology allows precision in that kind of genetic manipulation. So it allows the scientist or the clinician to decide where to make a genetic change. And that gives us tremendous opportunity to do things with a kind of accuracy that hasn't been possible before.Eric Topol (06:12):Yeah, no question. That's just a footnote. My thesis in college at University of Virginia, 1975, I'm an old dog, was prospects for gene therapy in man. So it took a while, didn't it? But it's a lot better now with what you've been working on, you and your colleagues now and for the last decade for sure. Now, what I was really surprised about is it's not just of course, these hemoglobin disorders, but now already in phase two trials, you've got hereditary angioedema, which is a life-threatening condition, amyloidosis, cancer ex vivo, and also chronic urinary tract infections. And of course, there's six more others like autoimmune diseases like lupus and type 1 diabetes. So this is really blossoming. It's really extraordinary.Eric Topol (07:11):I mean, wow. So one of the questions I had about phages, because this is kind of going back to this original work and discovery, antimicrobial resistance is really a big problem and it's a global health crisis, and there's only two routes there coming up with new drugs, which has been slow and not really supported by the life science industry. And the other promising area is with phages. And I wonder, since this is an area you know so well, why haven't we put more, we're starting to see more trials in phages. Why haven't we doubled down or tripled down on this to help the antimicrobial resistance problem?Jennifer Doudna (08:00):Well, it's a really interesting area, and as you said, it's kind of one of those areas of science where I think there was interest a while ago and some effort was made for reasons that are not entirely clear to me, at least it fizzled out as a real focused field for a long time. But then more recently, people have realized that there's an opportunity here to take advantage of some natural biology in which viruses can infect and destroy microbes. Why aren't we taking better advantage of that for our own health purposes? So I personally am very excited about this area. I think there's a lot of fundamental work still to be done, but I think there's a tremendous opportunity there as well.CRISPR 2.0Eric Topol (08:48):Yeah, I sure think we need to invest in that. Now, getting back to this sickle cell story, which is so extraordinary. This is kind of a workaround plan of getting fetal hemoglobin built up, but what about actually repairing, getting to fixing the lesion, if you will?Eric Topol (09:11):Yeah. Is that needed?Jennifer Doudna (09:13):Well, maybe it's worth saying a little bit about how Casgevy works, and you alluded to this. It's not a direct cure. It's a mechanism that allows activation of a second protein called fetal hemoglobin that can suppress the effect of the sickle cell mutation. And it's great, and I think for patients, it offers a really interesting opportunity with their disease that hasn't been available in the past, but at the same time, it's not a true cure. And so the question is could we use a CRISPR type technology to actually make a correction to the genetic defect that directly causes the disease? And I think the answer is yes. The field isn't there quite yet. It's still relatively difficult to control the exact way that DNA editing is occurring, especially if we're doing it in vivo in the body. But boy, many people are working on this, as you probably know. And I really think that's on the horizon.Eric Topol (10:19):Yeah. Well, I think we want to get into the in vivo story as well because that, I think right now it's so complicated for a person to have to go through the procedure to get ultimately this treatment currently for sickle cell, whereas if you could do this in vivo and you could actually get the cure, that would be of the objective. Now, you published just earlier this month in PNAS a wonderful paper about the EDVs and the lipid nanoparticles that are ways that we could get to a better precision editing. These EDVs I guess if I have it right, enveloped virus-like particles. It could be different types, it could be extracellular vesicles or whatnot. But do you think that's going to be important? Because right now we're limited for delivery, we're limited to achieve the right kind of editing to do this highly precise. Is that a big step for the future?Jennifer Doudna (11:27):Really big. I think that's gating at the moment. Right now, as you mentioned, somebody that might want to get the drug Casgevy for sickle cell disease or thalassemia, they have to go through a bone marrow transplant to get it. And that means that it's very expensive. It's time consuming. It's obviously not pleasant to have to go through that. And so that automatically means that right now that therapy is quite restricted in the patients that it can benefit. But we imagine a day when you could get this type of therapy into the body with a one-time injection. Maybe someday it's a pill that could be taken where the gene editors target the right cells in the body. In diseases like that, it would be the stem cells in the bone marrow and carry out gene editing that can have a therapeutic benefit. And again, it's one of those ideas that sounds like science fiction, and yet already there's tremendous advance in that direction. And I think over the next, I don't know, I'm guessing 5 to 10 years we're going to see that coming online.Editing RNA, the Epigenome, and the MicrobiomeEric Topol (12:35):Yeah, I'm guessing just because there's so much work on the lipid nanoparticles to tweak them. And there's four different components that could easily be made so much better. And then all these virus-like proteins, I mean, it may happen even sooner. And it's really exciting. And I love that diagram in that paper. You have basically every organ of the body that isn't accessible now, potentially that would become accessible. And that's exciting because whatever blossoming we're seeing right now with these phase two trials ongoing, then you basically have no limits. And that I think is really important. So in vivo editing big. Now, the other thing that's cropped up in recent times is we've just been focused on DNA, but now there's RNA editing, there's epigenetic or epigenomic editing. What are your thoughts about that?Jennifer Doudna (13:26):Very exciting as well. It's kind of a parallel strategy. The idea there would be to, rather than making a permanent change in the DNA of a cell, you could change just the genetic output of the cell and or even make a change to DNA that would alter its ability to be expressed and to produce proteins in the cell. So these are strategies that are accessible, again, using CRISPR tools. And the question is now how to use them in ways that will be therapeutically beneficial. Again, topics that are under very active investigation in both academic labs and at companies.Eric Topol (14:13):Yeah. Now speaking of that, this whole idea of rejuvenation, this is Altos. You may I'm sure know my friend here, Juan Carlos Belmonte, who's been pushing on this for some time at Altos now formerly at Salk. And I know you helped advise Altos, but this idea of basically epigenetic, well using the four Yamanaka factors and basically getting cells that go to a state that are rejuvenated and all these animal models that show that it really happens, are you thinking that really could become a therapy in the times ahead in patients for aging or particular ideas that you have of how to use that?Jennifer Doudna (15:02):Well, you mentioned the company Altos. I mean, Altos and a number of other groups are actively investigating this. Not I would say specifically regarding genome editing, although being able to monitor and probably change gene functions that might affect the aging process could be attractive in the future. I think the hard question there is which genes do we tweak and how do we make sure that it's safe? And better than me I mean, that's a very difficult thing to study clinically because it takes time for one thing, and we probably don't have the best models either. So I think there are challenges there for sure. But along the way, I feel very excited about the kind of fundamental knowledge that will come from those studies. And in particular, this question of how tissues rejuvenate I think is absolutely fascinating. And some organisms do this better than others. And so, understanding how that works in organisms that are able to say regrow a limb, I think can be very interesting.Eric Topol (16:10):And that gets me to that recent study. Well, as you well know, there's a company Verve that's working on the familial hypercholesterolemia and using editing with the PCSK9 through the liver and having some initial, at least a dozen patients have been treated. But then this epigenetic study of editing in mice for PCSK9 also showed results. Of course, that's much further behind actually treating patients with base editing. But it's really intriguing that you can do some of these things without having to go through DNA isn't it?Jennifer Doudna (16:51):Amazing, right? Yeah, it's very interesting.Reducing the Cost of Genome EditingEric Topol (16:54):Wild. Now, one of the things of course that people bring up is, well, this is so darn expensive and it's great. It's a science triumph, but then who can get these treatments? And recently in January, you announced a Danaher-IGI Beacon, and maybe you can tell us a bit about that, because again, here's a chance to really markedly reduce the cost, right?Jennifer Doudna (17:25):That's right. That's the vision there. And huge kudos to my colleague Fyodor Urnov, who really spearheaded that effort and leads the team on the IGI side. But the vision there was to partner with a company that has the ability to manufacture molecules in ways that are very, very hard, of course, for academic labs and even for most companies to do. And so the idea was to bring together the best of genome editing technology, the best of clinical medicine, especially focused on rare human diseases. And this is with our partners at UCSF and with the folks in the Danaher team who are experts at downstream issues of manufacturing. And so the hope there is that we can bring those pieces together to create ways of using CRISPR that will be cost effective for patients. And frankly, we'll also create a kind of roadmap for how to do this, how to do this more efficiently. And we're kind of building the plane while we're flying it, if you know what I mean. But we're trying to really work creatively with organizations like the FDA to come up with strategies for clinical trials that will maintain safety, but also speed up the timeline.Eric Topol (18:44):And I think it's really exciting. We need that and I'm on the scientific advisory board of Danaher, a new commitment for me. And when Fyodor presented that recently, I said, wow, this is exciting. We haven't really had a path to how to get these therapies down to a much lower cost. Now, another thing that's exciting that you're involved in, which I think crosses the whole genome editing, the two most important things that I've seen in my lifetime are genome editing and AI, and they also work together. So maybe before we get into AI for drug discovery, how does AI come into play when you're thinking about doing genome editing?Jennifer Doudna (19:34):Well, the thing about CRISPR is that as a tool, it's powerful not only as a one and done kind of an approach, but it's also very powerful genomically, meaning that you can make large libraries of these guide RNAs that allow interrogation of many genes at once. And so that's great on the one hand, but it's also daunting because it generates large collections of data that are difficult to manually inspect. And in some cases, I believe really very, very difficult to analyze in traditional ways. But imagine that we have ways of training models that can look at genetic intersections, ways that genes might be affecting the behavior of not only other genes, but also how a person responds to drugs, how a person responds to their environment and allows us to make predictions about genetic outcomes based on that information. I think that's extremely exciting, and I definitely think that over the next few years we'll see that kind of analysis coming online more and more.Eric Topol (20:45):Yeah, the convergence, I think is going to be, it's already being done now, but it's just going to keep building. Now, Demis Hassabis, who one of the brilliant people in the field of AI leads the whole Google Deep Mind AI efforts now, but he formed after AlphaFold2 behaving to predict proteins, 200 million proteins of the universe. He started a company Isomorphic Labs as a way to accelerate using AI drug discovery. What can you tell us about that?Jennifer Doudna (21:23):It's exciting, isn't it? I'm on the SAB for that company, and I think it's very interesting to see their approach to drug discovery. It's different from what I've been familiar with at other companies because they're really taking a computational lens to this challenge. The idea there is can we actually predict things like the way a small molecule might interact with a particular protein or even how it might interact with a large protein complex. And increasingly because of AlphaFold and programs like that, that allow accurate prediction of structures, it's possible to do that kind of work extremely quickly. A lot of it can be done in silico rather than in the laboratory. And when you do get around to doing experiments in the lab, you can get away with many fewer experiments because you know the right ones to do. Now, will this actually accelerate the rate at which we get to approved therapeutics? I wonder about your opinion about that. I remain unsure.Editing Out Alzheimer's Risk AllelesEric Topol (22:32):Yeah. I mean, we have one great success story so far during the pandemic Baricitinib, a drug that repurposed here, a drug that was for rheumatoid arthritis, found by data mining that have a high prospects for Covid and now saves lives in Covid. So at least that's one down, but we got a lot more here too. But it, it's great that Demis recruited you on the SAB for Isomorphic because it brings in a great mind in a different field. And it goes back to one of the things you mentioned earlier is how can we get some of this genome editing into a pill someday? Wow. Now, one of the things that for personal interest, as an APOE4 carrier, I'm looking to you to fix my APOE4 and give me APOE2. How can I expect to get that done in the near future?Jennifer Doudna (23:30):Oh boy. Okay, we'll have to roll up our sleeves on that one. But it is appealing, isn't it? I think about it too. It's a fascinating idea. Could we get to a point someday where we can use genome editing as a prophylactic, not as a treatment after the fact, but as a way to actually protect ourselves from disease? And the APOE4 example is a really interesting one because there's really good evidence that by changing the type of allele that one has for the APOE gene, you can actually affect a person's likelihood of developing Alzheimer's in later life. But how do we get there? I think one thing to point out is that right now doing genome editing in the brain is, well, it's hard. I mean, it's very hard.Eric Topol (24:18):It a little bit's been done in cerebral spinal fluid to show that you can get the APOE2 switch. But I don't know that I want to sign up for an LP to have that done.Jennifer Doudna (24:30):Not quite yet.Eric Topol (24:31):But someday it's wild. It's totally wild. And that actually gets me back to that program for coronary heart disease and heart attacks, because when you're treating people with familial hypercholesterolemia, this extreme phenotype. Someday and this goes for many of these rare diseases that you and others are working on, it can have much broader applicability if you have a one-off treatment to prevent coronary disease and heart attacks and you might use that for people well beyond those who have an LDL cholesterol that are in the thousands. So that's what I think a lot of people don't realize that this editing potential isn't just for these monogenic and rare diseases. So we just wanted to emphasize that. Well, this has been a kind of wild ride through so much going on in this field. I mean, it is extraordinary. What am I missing that you're excited about?Jennifer Doudna (25:32):Well, we didn't talk about the microbiome. I'll just very briefly mention that one of our latest initiatives at the IGI is editing the microbiome. And you probably know there are more and more connections that are being made between our microbiome and all kinds of health and disease states. So we think that being able to manipulate the microbiome precisely is going to open up another whole opportunity to impact our health.Can Editing Slow the Aging Process?Eric Topol (26:03):Yeah, I should have realized that when I only mentioned two layers of biology, there's another one that's active. Extraordinary, just going back to aging for a second today, there was a really interesting paper from Irv Weissman Stanford, who I'm sure you know and colleagues, where they basically depleted the myeloid stem cells in aged mice. And they rejuvenated the immune system. I mean, it really brought it back to life as a young malice. Now, there probably are ways to do that with editing without having to deplete stem cells. And the thought about other ways to approach the aging process now that we're learning so much about science and about the immune system, which is one of the most complex ones to work in. Do you have ideas about that are already out there that we could influence the aging process, especially for those of us who are getting old?Jennifer Doudna (27:07):We're all on that path, Eric. Well, I guess the way that I think about it is I like to think that genome editing is going to pave the way to make those kinds of fundamental discoveries. I still feel that there's a lot of our genetics that we don't understand. And so, by being able to manipulate genes precisely and increasingly to look at how genes interact with each other, I think one fundamental question it relates to aging actually is why do some of us age at a seemingly faster pace than others? And it must have to do at least in part with our genetic makeup and how we respond to our environment. So I definitely think there are big opportunities there, really in fundamental research initially, but maybe later to actually change those kinds of things.Eric Topol (28:03):Yeah, I'm very impressed in recent times how much the advances are being made at basic science level and experimental models. A lot of promise there. Now, is there anything about this field that you worry about that keeps you up at night that you think, besides, we talked about that we got to get the cost down, we have to bridge health inequities for sure, but is there anything else that you're concerned about right now?Jennifer Doudna (28:33):Well, I think anytime a new technology goes into clinical trials, you worry that things may get out ahead of their skis, and there may be some overreach that happens. I think we haven't really seen that so far in the CRISPR field, which is great. But I guess I remain cautious. I think that we all saw what happened in the field of gene therapy now decades ago, but that really put a poll on that field for a long time. And so, I definitely think that we need to continue to be very cautious as gene editing continues to advance.Eric Topol (29:10):Yeah, no question. I think the momentum now is getting past that point where you would be concerned about known unknowns, if you will, things that going back to the days of the Gelsinger crisis. But it's really extraordinary. I am so thrilled to have this conversation with you and to get a chance to review where the field is and where it's going. I mean, it's exploding with promise and potential well beyond and faster. I mean, it takes a drug 17 years, and you've already gotten this into two treatments. I mean, I'm struck when you were working on this, how you could have thought that within a 10-year time span you'd already have FDA approvals. It's extraordinary.Jennifer Doudna (30:09):Yeah, we hardly dared hope. Of course, we're all thrilled that it went that fast, but I think it would've been hard to imagine it at the time.Eric Topol (30:17):Yeah. Well, when that gets simplified and doesn't require hospitalizations and bone marrow, and then you'll know you're off to the races. But look, what a great start. Phenomenal. So congratulations. I'm so thrilled to have the chance to have this conversation. And obviously we're all going to be following your work because what a beacon of science and progress and changing medicine. So thanks and give my best to my friend there at IGI, Fyodor, who's a character. He's a real character. I love the guy, and he's a good friend.Jennifer Doudna (30:55):I certainly will Eric, and thank you so much. It's been great talking with you.*******************************************************Thanks for listening and/or reading this edition of Ground Truths.I hope you found it as stimulating as I did. Please share if you did!A reminder that all Ground Truths posts (newsletter and podcast( are free without ads. Soon we'll set it up so you can select what type of posts you want to be notified about.If you wish to be a paid subscriber, know that all proceeds are donated to Scripps Research, and thanks for that—it greatly helped fund our summer internship program for 2023 and 2024.Thanks to my producer Jessica Nguyen and to Sinjun Balabanoff for audio/video support. Get full access to Ground Truths at erictopol.substack.com/subscribe

A recent bust on illicit cigarettes in Saskatchewan made headlines thanks to careful work by the Saskatchewan Highway Patrol. Sergeant Craig Gelsinger with the SHP joins Tamara Cherry on the show to talk about the bust and other work the SHP is responsible for in the province.

During the earnings call on Thursday, January 25, 2024, Intel Corporation outlined the company's current state, future prospects, and significant challenges. The CEO, Patrick P. Gelsinger, addressed various facets during the conversation but refrained from commenting on any specific sector shifts or changes in consumer behavior that could be impacting the company's operations. The principle challenge addressed was the global semiconductor shortage, affecting the entire industry worldwide and posing a significant impact on Intel's ability to meet consumer demand. Although this shortage is predicted to persist in the short term, Intel stated that efforts are being made to collaborate with customers and partners to mitigate the impact and increase supply. On a note of caution, Intel acknowledged the risk factors of macroeconomic uncertainties and geopolitical tensions that could alter the demand for their products and services. Despite these challenges, the company sees several growth opportunities. More specifically, the enduring demand for semiconductors was noted as a crucial factor, driven by megatrends like artificial intelligence and cloud computing. To this end, Gelsinger shared, "I see the AI workload as a key driver of the $1 trillion semiconductor TAM by 2030. And given our foundry and product offerings, we're the only company able to participate in 100% of the TAM for AI Silicon logic." Intel also referenced potential markets such as data centers, 5G network transformation, and edge computing as growth opportunities. They reported an uptick in customers looking to outsource manufacturing, creating a potential growth catalyst with their Intel Foundry Services business. However, while the overall conference tended towards a positive outlook for Intel's future, it's worth noting that the forecasts are dependent on overcoming persistent supply chain challenges and successfully capitalizing on market opportunities. The company projects an annual revenue growth that continues in the double digits and expanding operating margins. Maintaining this level of performance will require diligent management and an aptitude for navigating industry changes. In conclusion, the Intel Corporation has indicated a commitment to adapting to and navigating through a tough industry climate, driving growth, and generating value for stakeholders by leveraging opportunities in semiconductor megatrends. It will be interesting to see how this strategy unfolds against the backdrop of ongoing supply chain challenges and market risks. As the outcome is dependent on multifaceted industry factors, the path ahead for Intel, though optimistic, maintains an element of unpredictability. INTC Company info: https://finance.yahoo.com/quote/INTC/profile For more PSFK research : www.psfk.com  This email has been published and shared for the purpose of business research and is not intended as investment advice.

2021年，Intel CEO Pat Gelsinger宣示要在2025年趕超台積，現在距離他的目標只剩一年。原本不被看好的Intel在推出7奈米的Intel 4之後，Gelsinger最近甚至說原定2025上半年量產的18A將會提前到2024下半年。如果真的被他做到，等於就超越台積了！但事情真的會那麼順利嗎？ 場景轉到中國，華為在美中科技戰的重重封鎖之下，竟推出搭載中芯7奈米晶片的智慧型手機，引發拜登政府關注，而這背後的英雄正是梁孟松。梁孟松是誰？他究竟怎麼做到的？中芯還能繼續攻下5奈米、3奈米製程嗎？此外，台積電董事長劉德音今年將退休，由魏哲家接下董事長兼總裁的職位完全執政，第三代接班團隊會在此時浮出檯面嗎？ 主持人：天下雜誌總主筆 陳良榕 來賓：
前台積電研發處長 楊光磊
、達盈管理顧問公司創辦人 方頌仁 製作團隊：李洛梅、劉駿逸 ＊【首月免費｜天下每日報APP】用最短時間接軌全球，立即體驗：https://bit.ly/3O7xgEV ＊訂閱阿榕伯科技電子報：https://bit.ly/42A6BWj ＊阿榕伯聽眾購書專屬優惠：https://bit.ly/3ZUW72e ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw

Intel Chief Executive Officer Pat Gelsinger talks with World Economic Forum Executive Chairman Klaus Schwab in this wide ranging conversation on technology, leading edge semiconductor production and the trends shaping the year ahead. Recorded January 17, 2024. Watch the session here: ---- Check out all our podcasts on :  - : - : - : - : Join the :

Intel Chief Executive Officer Pat Gelsinger talks with World Economic Forum Executive Chairman Klaus Schwab in this wide ranging conversation on technology, leading edge semiconductor production and the trends shaping the year ahead. Recorded January 17, 2024. Watch the session here: https://www.weforum.org/events/world-economic-forum-annual-meeting-2024/sessions/a-conversation-with-pat-gelsinger-and-klaus-schwab ---- Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552 World Economic Forum Book Club Podcast - subscribe: https://pod.link/1599305768 Join the World Economic Forum Podcast Club: https://www.facebook.com/groups/wefpodcastclub

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they're speaking with Intel CEO Pat Gelsinger. Intel has a new line of chips for generative AI, and investors are excited–bumping the stock up 12% in the wake of that announcement. Gelsinger sees his business and the expansion of semiconductor production in Europe and the US as crucial to establishing a stable world order. He says, a balanced supply chain is key to geopolitics.  In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

The AI boom in 2023 left Intel chasing rival Nvidia, whose chips — and shares — have been in high demand. Like other laggards amid this year's AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intel's CEO Pat Gelsinger sits down with Rapid Response host Bob Safian to discuss how the company is working to re-establish itself — and sharing lessons for leaders everywhere about the long-term trajectory of the AI wave and how to practically position yourself to ride it. Plus, Pat shares leadership insights from his unceremonious exit from Intel a decade ago, and how he's applying those learnings now in his second tour of duty.Read a transcript of this episode: https://mastersofscale.com/Subscribe to the Masters of Scale weekly newsletter: https://mastersofscale.com/subscribeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Pat Gelsinger is the CEO of Intel. He joins Big Technology Podcast to discuss how the AI chip war is playing out and why it's growing more competitive. In this episode, we break down the various components of the chip business, the difference between CPUs and GPUs, who's ahead in the AI chip war, NVIDIA's underrated weakness, and why Intel is getting back into the foundry business after a couple of failed attempts. Tune in for a vibrant, deep discussion of the state of the AI chip business and the state of Intel's comeback. --- See how Intel is bringing AI Everywhere on Thursday, December 14 at 7:00 – 8:00 a.m. PST / 10:00 – 11:00 a.m. EST for a keynote featuring CEO Pat Gelsinger and other Intel leaders livestreamed on the Intel Newsroom.  --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

How do the places we work hurt us?Here's How:Reflect today on forgiveness in your workplace.Ask God to bring to mind any co-workers, past or present you many need to forgive.Perhaps write their names down and spend a few minutes praying over those names.Join us in San Jose for our first-ever Become New in-person gathering. 7pm on November 4th. The venue will be shared ONLY with those who RSVP.RSVP for the LIVE event here: https://www.eventbrite.com/e/become-new-gathering-tickets-687547161067?aff=YTJoin in community. Comment below! And sure to tap the bell icon

過去兩個星期，天下雜誌科技組超忙，獨家訪問到兩位全球科技界的重量級人物，分別是英特爾執行長Pat Gelsinger與掀起生成式AI風暴的OpenAI共同創辦人、執行長Sam Altman。 這集節目，我們將與大家分享這兩次採訪的背後秘辛，以及兩位重量級人物對記者提問的回應，包括現在台灣股市熱到不行的AI伺服器概念股會不會有泡沫危機？英特爾會不會放棄自製，直接把最先進的產品外包給台積電代工？它們之間的競合關係如何？甚至，AI何時會取代人類？通用人工智慧（Artificial General Intelligence, AGI）的發展遇到什麼瓶頸？對此，Sam Altman的老師，也是AI Fund創辦人吳恩達（Andrew Ng）的看法與Altman有什麼不同？他又如何看中國研發大型語言模型的最新進展？台灣在全球AI競爭中又扮演什麼角色？ 主持人：天下雜誌總主筆 陳良榕 來賓：天下雜誌資深主筆 黃亦筠 製作團隊：李洛梅、劉駿逸 ＊【首月免費｜天下每日報APP】用最短時間接軌全球，立即體驗：https://bit.ly/3O7xgEV ＊訂閱阿榕伯科技電子報：https://bit.ly/42A6BWj ＊阿榕伯聽眾購書專屬優惠：https://bit.ly/3ZUW72e ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw

On this episode of The Six Five – On The Road, hosts Daniel Newman and Patrick Moorhead welcome Intel's CEO, Pat Gelsinger for a conversation on the “Siliconomy” and how Intel is “Getting the Geek Back” by reinforcing their belief that InnovatiON is for developers, as well as the opportunities created by the generational shift AI. Their discussion covers: What priorities CEO, Pat Gelsinger has been razor-focused on during his three-year tenure at Intel How Intel's AI approach goes where others aren't yet–AI on the PC, at the Edge, in the Enterprise, as well as the cloud and data center with a broader range of hardware and software An expanded look at Pat's keynote highlights, including the new coined phrase “Siliconomy”  The main takeaways Intel hopes to deliver to developers over the course of the event 

Intel CEO Pat Gelsinger says that inventory levels in the PC business are healthy now, and they're looking forward to ushering in a new era for PCs with AI technologies. Gelsinger spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

Pat Gelsinger joins Scott Miller to discuss the past, present, and future state of chip manufacturing and what it means for the US economy. Pat shares the importance of building a character-driven organization focused on doing the right thing while also embracing opportunities to grow and learn from challenges along the way.

We were recently invited to speak at the University of Connecticut's Annual Medieval Studies/ECE Outreach Seminar on a variety of subjects related to the Viking Age. We prepared and recorded our morning presentation on Slavery in the Viking Age as a Saga Brief so that everyone in our listening audience could enjoy. It's a subject Andy's been thinking about a lot as we've been working our way through Laxdaela Saga, which is why he took the lead on this topic. Later in the day, John presented on Viking Age board games, focusing on Nine Men's Morris and Hneftafl. We then led a conversation on the Saga of Ragnar Lothbrok and his Sons among other topics. Sadly, these afternoon sessions were workshops and thus not recorded. We hope you enjoy this little attempt at a live Saga Brief. The audio is not pristine, but it is pretty decent for a live recording. The questions from Q&A are a bit difficult to hear and had to be edited slightly. Apologies for the poor quality there. We'll use two mics next time. For those interested in learning more, here is a list of valuable research on the subject Andy used to prepare the Saga Brief: Brink, Stefan. "Slavery in the Viking Age." In The Viking World, edited by Stefan Brink and Neil Price, 246-257. New York: Routledge, 2008. Brink, Stefan. Thraldom: The Viking Age Slave Trade. Uppsala: Swedish Science Press, 2018. Byock, Jesse L. Viking Age Iceland. London: Penguin Books, 2001. Gelsinger, Paul. Icelandic Enterprise: Commerce and Economy in the Middle Ages. Columbia: University of South Carolina Press, 1981. Gustin, Ingrid, and Sven Kalmring (eds.). Viking Age Trade: Silver, Slaves and Gotland. Uppsala: Uppsala University, 2013. Heebøll-Holm, Thomas. "Piratical Slave-Raiding: A New Perspective on Viking Age Maritime Violence." In Viking-Age Trade: Silver, Slaves and Gotland, edited by Ingrid Gustin and Sven Kalmring, 219-240. Uppsala: Uppsala University, 2013. Jarman, Cat. River Kings: A New History of the Vikings from Scandinavia to the Silk Roads. London: HarperCollins Publishers, 2021. Jochens, Jenny. Women in Old Norse Society. Ithaca, NY: Cornell University Press, 1995. Jones, Gwyn. A History of the Vikings. Revised edition. Oxford: Oxford University Press, 1984. Karras, Ruth Mazo. Slavery and Society in Medieval Scandinavia. New Haven: Yale University Press, 1988. Karras, Ruth Mazo. "Concubinage and Slavery in the Viking Age." Scandinavian Studies 79, no. 4 (2007): 403-422. Naumann, Elise, Maja Krzewińska, Anders Götherström, and Gunilla Eriksson. "Slaves as Burial Gifts in Viking Age Norway? Evidence from Stable Isotope and Ancient DNA Analyses." Journal of Archaeological Science 41, (2014): 533-540. Price, Neil. Children of Ash and Elm: A History of the Vikings. London: Allen Lane, 2020. Raffield, Ben. "The Slave Markets of the Viking World." History Today 66, no. 4 (2016): 12-19.   Music Credits Opening song – Icelandic Folk Music: Tröllaslagur Outro – Ólafur Liljurós

In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed.  (0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How else the company plans to invest the money  (8:00) Alison Southwick and Robert Brokamp answer more of your questions about home buying, pensions, and investing strategy. Companies discussed: INTC, AMD Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

In this podcast, I interview Pat Gelsinger. Pat is the CEO of VMware, where he has been since late 2012. Pat has more than 35 years of technology and leadership experience. Before joining VMware, Pat led EMC's Information Infrastructure Products business as President and COO. And before that, he was at Intel for 30 years rising to become the company's first CTO. Pat has a master's degree in Electrical Engineering and Computer Science from Stanford, a bachelor's in Electrical Engineering from Santa Clara University, and an associate's degree in electronics from Lincoln Technical Institute. Pat has received a number of awards and honors. Just to name a couple, he was named a Fellow of the IEEE in 2008, and that same year awarded an Honorary Doctorate of Letters from William Jessup University. Just this year, Pat was named the #2 Business Person of the Year by Fortune magazine. I hope you enjoy!

At the World Economic Forum in Davos, Switzerland last month, Intel CEO Pat Gelsinger made a prediction about how the world will vie for resources in the coming decades. For years, Gelsinger said, much of geopolitical relations have turned on access to oil reserves. But in the future, he thinks a more important factor will be where microchips are made. Intel is a prominent figure in the computer chip business, but some 90 per cent of the world's most advanced chips are currently made by one company in Taiwan. And according to Chris Miller, if the TSMC plant in Taiwan was destroyed the disruption of everything from smartphones to cars could be the biggest manufacturing shock since the Great Depression. Miller is an Associate Professor of International History at Tufts University, and he recently released the book Chip War: The Fight for the World's Most Critical Technology.

Today's show comes to you live from the World Economic Forum in Davos, Switzerland - the first in-person WEF since the pandemic began. A cold-but-excited Julia Chatterley is joined by Intel CEO Patrick Gelsinger, who discusses recession risks, semiconductor demand and the US move to subsidize domestic chip production.  Also joining the show: Robin Vince, president and CEO of BNY Mellon. To learn more about how CNN protects listener privacy, visit cnn.com/privacy

Intel CEO, Pat Gelsinger, has been a leader in the Faith and Work movement for decades. In this interview from the 2022 Faith Driven Investor Conference, Pat talks about some of the most important lessons he's learned as he's sought to bring his whole self into the workplace over the years. He also gives insight into how leaders can balance their work and family life, empower their communities, and love their employees, partners, and coworkers who come to work with different faith backgrounds. Let's listen in. 

Today I'm talking to Pat Gelsinger, the CEO of Intel. I've been excited to have this conversation for a very long time – ever since Pat took over as CEO a little over a year and a half ago. After all. Intel is a very important company with a huge series of challenges in front of it. It's still the largest chip manufacturer by revenue, and makes more chips than any other company in the United States. In fact there are basically only three major chip manufacturers: Taiwan Semiconductor Manufacturing Company, or TSMC, which is in Taiwan, Samsung, based in South Korea. And Intel, here in the United States. The Intel Pat took over was struggling, and was losing ground to in a variety of markets. But in the past year and a half, Pat's restructured the company, turned over almost all of its leadership positions, opened a new line of business that would compete with TSMC and make chips for other companies including Intel's competitors, and generally tried to reset Intel's famous engineering culture around engineering. Glossary: IFS - Intel Foundry Service. Raptor Lake - codename for intel's Gen 13 processors that were just the day before we had our conversation. Sapphire Rapids - the codename for Intel's 4th generation Xeon server processors. 20A and 18A - 20A is a rebranding of what was intel's 5nm process scheduled to debut in 2024 and 18A is a rebranding of Intels 5nm+ node due out in 2025. Packaging - integrated circuit packaging is the last step of semiconductor fabrication. It's where a block of semiconductor material is put into a case. The case, is known as a "package" and that is what allows you put a circuit on a board. Wafers - When a processor is made they make processors you make hundreds of them at once on a giant wafer.  EUV - is Extreme Ultraviolet Lithography. It's the most advanced way to make chips.  ASML - Is the company that makes the machines that lets you make chips. They are the only company that makes EUV machines. RibbonFET - A new transistor technology that Intel developed. ISV - Independent Software Vendors. PDK - Process Design Kit is a set of files that have data and algorithms that explain the manufacturing parameters for a given silicon process. EDA tools - stands for Electronic Design Automation tools. Basically software tools that are used to design and validate the semiconductor manufacturing process. Robert Noyce and Gordon Moore - the founders of Intel. Andy Grove - employee #3 who went on to become one of their most successful CEOs. Links: Moore's Law Intel is replacing its CEO in February Intel has to be better than ‘lifestyle company' Apple at making CPUs, says new CEO Apple is switching Macs to its own processors starting later this year Apple MacBook Air with M1 review: new chip, no problem  What we know about Intel's $20 billion bet on Ohio Intel is building a new €17 billion semiconductor manufacturing hub in Germany Intel delays ceremony for Ohio factory over lack of government funding Intel needs 7,000 workers to build its $20 billion chip plant in Ohio Biden signs $280 billion CHIPS and Science Act President Joe Biden speaks after groundbreaking for Intel's $20 billion semiconductor plant Intel's top Arc A770 GPU is priced at $329, available October 12th Intel's 13th Gen processors arrive October 20th with $589 flagship Core i9-13900K Transcript: https://www.theverge.com/e/23149693 Credits: Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Today's episode was produced by Creighton DeSimone and Jackie McDermott and it was edited by Callie Wright. The Decoder music is by Breakmaster Cylinder. Our Sr Audio Director is Andrew Marino and our Executive Producer is Eleanor Donovan.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

The U.S. Congress is set to go on August recess, but Intel CEO Pat Gelsinger has a tough message for them before they go: pass the CHIPS Act, ASAP. America's manufacturing industry has been waiting on government funding to produce tech's all-important semiconductors for over a year, and Gelsinger says, it's a matter of national security. We track the holdup in DC, the impact it's having on job creation in America's heartland, and the global chips supply chain. Plus, the USD is nearly at parity with the Euro, and President Biden is halfway through his Middle East travels.  In this episode: Pat Gelsinger, @PGelsingerBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY

Washington Post associate editor and columnist David Ignatius speaks with Intel CEO Pat Gelsinger about the global race to produce computer chips, Intel's investments in U.S. manufacturing capacity and the role of government support. Conversation was recorded on Tuesday, July 12, 2022.

We continue our exploration of the Intel Corporation this week in episode 4 of Everything PC, this time looking at the current challenges facing the chip giant — and what comes next under the leadership of CEO Pat Gelsinger. In part 1 of this double episode of Everything PC, your hosts Gerhard Pretorius and Duncan McLeod unpacked the history of one of the most storied companies in Silicon Valley — how it built the PC industry and also how it eventually lost its mojo. Now, in part 2, we unpack how Gelsinger is trying to fix the mess left by his recent predecessors in the Intel CEO role and ask: can he turn the ship around? Specifically, we look at: * Why Intel is getting into the discrete GPU market; * Intel's future in server environments and data centres; * The latest — and future — microprocessor designs from Intel. (Is it time to excited yet?); * The threat from ARM, TSMC and Apple; and * Much more besides. Don't miss the discussion!

We continue our exploration of the Intel Corporation this week in episode 4 of Everything PC, this time looking at the current challenges facing the chip giant -- and what comes next under the leadership of Pat Gelsinger. In part 1 of this double episode of Everything PC, your hosts Gerhard Pretorius and Duncan McLeod unpacked the history of one of the most storied companies in Silicon Valley -- how it built the PC industry and also how it eventually lost its mojo. In part 2, we unpack how Gelsinger is trying to fix the mess left by his recent predecessors in the CEO role and ask: can he turn the ship around? Specifically, we look at: * Why Intel is getting into the discrete GPU market * Intel's future in server environments and data centres * The latest and future microprocessor designs from Intel -- is it time to excited yet? * The threat from ARM, TSMC and Apple Don't miss the discussion!

We continue our exploration of the Intel Corporation this week in episode 4 of Everything PC, this time looking at the current challenges facing the chip giant -- and what comes next under the leadership of Pat Gelsinger. In part 1 of this double episode of Everything PC, your hosts Gerhard Pretorius and Duncan McLeod unpacked the history of one of the most storied companies in Silicon Valley -- how it built the PC industry and also how it eventually lost its mojo. In part 2, we unpack how Gelsinger is trying to fix the mess left by his recent predecessors in the CEO role and ask: can he turn the ship around? Specifically, we look at: * Why Intel is getting into the discrete GPU market * Intel's future in server environments and data centres * The latest and future microprocessor designs from Intel -- is it time to excited yet? * The threat from ARM, TSMC and Apple Don't miss the discussion!

We continue our exploration of the Intel Corporation this week in episode 4 of Everything PC, this time looking at the current challenges facing the chip giant — and what comes next under the leadership of CEO Pat Gelsinger. In part 1 of this double episode of Everything PC, your hosts Gerhard Pretorius and Duncan McLeod unpacked the history of one of the most storied companies in Silicon Valley — how it built the PC industry and also how it eventually lost its mojo. Now, in part 2, we unpack how Gelsinger is trying to fix the mess left by his recent predecessors in the Intel CEO role and ask: can he turn the ship around? Specifically, we look at: * Why Intel is getting into the discrete GPU market; * Intel's future in server environments and data centres; * The latest — and future — microprocessor designs from Intel. (Is it time to excited yet?); * The threat from ARM, TSMC and Apple; and * Much more besides. Don't miss the discussion! TechCentral

Has the pandemic accelerated progress? Today, we go to the InspireCIO vault to revisit a conversation with Pat Gelsinger, CEO of Intel and ChicagoCIO member Tom South, CIO of Northern Trust. At the time of this original episode airing back in August of 2020, Pat was the CEO of VMware and discussed how the pandemic was forcing technology leaders to be "faster to the future."If you are a CIO looking to grow your network of trusted peer relationships, please visit inspirecio.com to find a chapter near you. For more ways to engage, visit inspirecio.com.

Intel's future would be a disaster without Pat Gelsinger. Even with his clear vision, fantastic leadership, deep technical and business acumen and amazing positivity, the company's future is in serious jeopardy. It's the same story we've been telling for years. Volume is king in the semiconductor industry and Intel no longer is the volume leader. Despite Intel's efforts to change that dynamic with several recent moves, including making another go at its foundry business, the company is years away from reversing its lagging position relative to today's leading foundries and design shops. Intel's best chance to survive as a leader in our view will come from a combination of a massive market, continued supply constraints, government money and luck – perhaps in the form of a deal with Apple in the mid- to long term. In this Breaking Analysis we'll update you on our latest assessment of Intel's competitive position and unpack nuggets from the company's February investor conference.

On the latest episode of Bloomberg Studio 1.0., Emily Chang speaks with Intel CEO Pat Gelsinger on the heels of his one year anniversary, about Intel's bold bets to bring semiconductor manufacturing back to the United States, and his vision to reshape the competitive landscape of the $500 billion chip industry.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

As Unitarian Universalists, we see our justice work as living our values in to the world.  We covenant that "service is our prayer."  What might it look like to create a Spiritual Practice of justice work?Meet Janine Gelsinger, the Executive Director of UUJAZ (Unitarian Universalist Justice Arizona, the state action network) and a member of the Beloved Conversations Virtual Curriculum Design Team at Meadville Lombard.  As she shared about her life and the path that led her to this role, she invited us to consider our relationship with social justice activism, as well as spiritual practice, and suggested a way to have the two meet in a daily ritual.

In this episode, Patrick Gelsinger, CEO of Intel Corporation, joined the Economic Club of Washington, D.C. for an interview with David Rubenstein. Listen to their fascinating conversation on the global semiconductor shortage, how Intel is working to accelerate U.S. chip production, and the future of all things tech.

Comme nous vous l'annoncions il y a quelques semaines, Intel prévoit d'investir massivement en Europe pour développer une filière de semi-conducteur sur le vieux continent. Objectif : rendre l'Union Européenne indépendante vis-à-vis des marchés américains et asiatique, ce qui dans le même temps, assurerait une position de quasi-monopole pour Intel chez nous. Et avec les nouveaux détails ayant fuité ces derniers jours, il semblerait que le projet soit encore plus gros qu'attendu.Le PDG d'Intel Pat Gelsinger avait déjà évoqué ce projet il y a peu, et il semble aujourd'hui que le montant de l'enveloppe soit confirmé : Intel investira 80 milliards d'euro sur dix ans… et notamment dans la construction d'une usine nouvelle génération, surnommée je cite « la fabrique de puces la plus avancée au monde ». D'ailleurs, ces puces made in Europe devrait majoritairement approvisionner le secteur de l'automobile. C'est en tout cas ce que l'on peut retenir de l'intervention du président Gelsinger au salon de l'automobile de Munich en septembre. L'usine devrait également être équipé de machine locale, comme les Extreme Ultraviolet Lithography produites par le hollandais ASML.Pour atteindre sa vitesse de croisière en termes de capacité de production, la nouvelle usine d'Intel Europe devrait mobiliser pas moins de 10 000 employés. Pour l'instant, aucun site n'a été formellement identifié, même si certains médias spécialisés se font l'écho de discussion déjà très avancées entre Intel, et les dirigeants français, allemands, belges, polonais et hollandais ces derniers mois. Une chose est sûre, le nouveau site nécessitera non seulement une grande superficie, mais aussi un approvisionnement important en eau et en électricité. Avec ces éléments, on peut déjà dire sans trop se tromper que l'usine devrait être construite soit en bord de mer, soit près d'un fleuve, mais aussi non loin d'une centrale électrique qu'elle soit nucléaire, solaire ou hydraulique.Côté technique, Intel miserait sur le procédé de gravure, je cite à « ouverture numérique élevée » justement proposé par les machines du hollandais ASML, plus précisément en 2 nm. Pour rappel, Intel utilise actuellement une gravure en 10 nm et promet de passer sur une production en 4 nm, puis 3 nm, d'ici 2024. Chez la concurrence, TSMC et Samsung gravent pour l'instant leurs puces en 5 nm. Alors 2, 3, 4, 10 nm… qu'est-ce que ça signifie et à quoi ça sert ? Et bien il s'agit tout simplement de la finesse de gravure des puces. En réduisant leur taille, on peut tout simplement en mettre plus sur une même surface. Les puces peuvent alors effectuer plus de calculs sans consommer d'énergie supplémentaire. Au final, cet investissement colossal d'Intel s'inscrit dans une double logique : s'imposer en maitre sur ce marché en Europe, mais également éviter une éventuelle future pénurie de semi-conducteurs. See acast.com/privacy for privacy and opt-out information.

一週財經聚焦 一、美國半導體龍頭英特爾（Intel）宣佈將豪擲800億歐元（950億美元），在歐洲建置兩座新廠，擴充在當地的晶片產能。半導體產業的競爭日趨白熱化，我們要怎麼解讀？ 國際媒體相關報導 ●Fortune《財富》雜誌：〈Intel CEO says ‘big, honkin' fab' planned for Europe will be world's most advanced〉(英特爾 CEO 表示，計畫在歐洲建造的大型晶圓廠，將是世界上最先進的晶圓廠) ●CNBC：〈Tech giants are rushing to develop their own chips — here's why〉(科技巨頭急於開發自己的晶片—原因在此) ●The Wall Street Journal華爾街日報：〈Intel CEO Pitches Pricey Chip Plants to Officials at Home and Abroad〉(英特爾 CEO 向國內外官員推銷昂貴的晶片廠) 分析解讀 英特爾CEO Pat Gelsinger說，為了歐洲這項擴廠計畫，英特爾10年內將投資800億歐元，正當電腦、汽車、電子產品對晶片需求若渴之際，新廠設施應能迎合半導體的海量需求。 英特爾的競爭勁敵--全球晶圓代工龍頭台積電（TSMC）今年也曾表示，未來三年內斥資1,000億美元擴充產能，投資金額創新紀錄。 另三星電子上月也指出，往後三年投資額計畫加碼三分之一到2,050億美元以上，為的是成為晶片製造的領頭羊。 英特爾特別將汽車晶片視為戰略優先項目。Gelsinger表示，預估2030年前晶片將占汽車製造成本的20％，是2019年占比（4％）的五倍。Gelsinger也提到，往後10年汽車晶片市場整體產值，預料擴張到1,150億美元，是目前規模逾兩倍。 事實上，英特爾早在今年3月就喊出了IDM2.0戰略政策，重返晶圓代工業務，正名數位製程，並積極與客戶爭取合作機會，向美國政府爭取補助，企圖在2025年之前技術趕上臺積電與三星電子。英特爾執行長Pat Gelsinger 9月7日宣佈，更堅定地宣示其決心。 英特爾7月公佈新的製程與封裝創新藍圖規劃，很大程度取決於能否拿到荷蘭半導體設備商艾司摩爾(ASML)的EUV機台。而EUV機台目前供貨吃緊，除了英特爾之外，台積電、三星以及美光都在排隊等貨，因為這是保持先進製程技術的關鍵半導體生產設備。 Semiconductor Advisors的Robert Maire報告揭露，如果英特爾可以搶先採用這些工具，可能是在摩爾定律的競賽當中，有機會超車台積電的好機會。 FactSet數據顯示，英特爾未來3年將投入200億美元，台積電則是未來3年投入1000億美元，憑藉在該行業的領先地位，研發所面臨的風險低於英特爾。也就是說，英特爾想要重奪晶圓代工領域領先地位，就必須採取大膽的行動，在歐洲的投資關鍵性不只一個方面。 除此之外，對美國產業發展比較清楚的人都知道。2014 年，當Satya Nadella接任微軟老闆時，率先打開了 Windows系統，與將這個軟體巨頭的皇冠上寶石和外界完全隔絕的前任CEO不同，他將作業系統 (OS) 暴露在了競爭的微風中。 微軟的程式以往只能在 Windows 上運行，現在則可以在其他的作業系統上運行；這樣的改變既擴大了微軟的市場，又通過迫使其在更平等的條件下與競爭對手競爭，以改進 Windows。在這個過程中，它激烈動搖了微軟的原來文化，並幫助它擺脫了惡劣壟斷者的聲譽，也為驚人的崛起鋪平了道路，現在它的市值已經飆升至到了2 兆美元以上。 Intel這家美國半導體巨頭，長期以來一直像曾經的微軟保護作業系統一樣，神秘地保護著它的核心晶片製造業務。經過多年的產品延遲、錯誤的技術賭注和不斷變化的管理體系，它現在似乎將採取同樣的開放策略，準備好要迎接嶄新的未來。 英特爾新任CEO Pat Gelsinger表示，Intel的工藝、製造以及代工服務（為其他晶片製造商生產處理器）擁有的所有智慧財產，都將向全世界開放。如果成功，Gelsinger 的戰略可能會重塑一個價值 6000 億美元的產業，這個產業正處於快速數位化的全球經濟核心，而且擁有的發展機會更好。從短期來看，如果失敗可能會加劇全球晶片的短缺，這會讓從汽車到資料中心的所有製造商都面臨困境。 我們來看看 Gelsinger 先生的背景。他在 2 月份成為英特爾第三位CEO之前 ，曾長期擔任公司的CTO，加上身為軟體製造商 Vmware 的老闆，他非常了解長達十年的「晶片行業假期」，使他能夠在幾周內改變局面。他的「IDM 2.0戰略」並沒有像一些激進投資者所希望的，將英特爾拆分為一家代工廠和一家晶片設計產業，而是選擇了一種虛擬解構，利用包括 TSMC在內的外部代工廠來節省成本，同時也會從 TSMC的領先製造工藝中受益。 Gelsinger 先生現在正在全球巡演，以解釋和宣傳他的新戰略。在今年早些時候大漲之後，英特爾的股價已大致回落到他被任命之前的水準。Gelsinger 先生似乎無所畏懼，他說，投資者正在問兩個問題：「英特爾能否成功執行這一戰略？」，以及 「這什麼時候會出現在收益中？」 答案將部分取決於英特爾是否可以改變其態度。 這意味著，重新點燃 Gelsinger 所說的「Grovian精神」--這是對公司傳奇聯合創始人安迪格羅夫的引用，他以「只有偏執狂才能生存」的口號而聞名。除此之外，它還必須學習如何與外部客戶合作，並使用其他地方構建的工具。 不過，最重要的是，成功將取決於完美的執行。 所謂的「虛擬代工服務」也面臨挑戰，大多數分析師都同意，代工業務無法與台積電真正競爭。這不僅僅是成本、規模和技術滯後的問題。 哈佛商學院教授 Willy Shih 指出，英特爾還必須說服客戶，它可以克服試圖同時成為 IDM(指從設計、製造、封裝測試到銷售自有品牌都一手包辦的半導體垂直整合型公司)和代工廠的內在利益衝突。在未來半導體短缺的情況下，該公司可能需要決定，是將產能分配給自己的處理器，還是履行與代工客戶的合約。 因此，這個賭注很高，不僅僅是英特爾。 如果它繼續失去優勢，結果幾乎肯定是會讓其他半導體企業進一步整合，今天的少數幾家大型晶片製造商，最終可能會被縮減為雙頭壟斷。 即使有更多的工廠倖存下來，大多數晶圓廠也可能都設在亞洲（儘管 TSMC計劃在亞利桑那州建廠）。 西方政府並不是唯一應該關注 Gelsinger 先生開放舉措結果的人，今天的科技巨頭也應該如此。 與之前的微軟一樣，英特爾陷入困境，主要是因為它對其皇冠上的珠寶過度保護；其他人則可能會認為，避免此類問題的最佳方法是先發制人。 蘋果成為了其App Store 裡有容乃大的管家；Facebook 可以讓其社交網絡與競爭對手的社交網絡更好地合作；Google可以讓手機製造商更自由地修改其 Android 移動操作系統…..這不但減輕了反壟斷的擔憂，也使股東更加的快樂。而英特爾應該也有開放的機會。 半導體產業對台積電的嚴重倚賴，在今年激起了世界各國的危機意識。KPMG發佈《2021年全球半導體產業大調查》，結果發現，2021年半導體領導者信心指數是61分，從2020年的59分提高2分，此為過去15年來追蹤調查的信心指數第二高分，2009年信心指數為64分。 半導體產業有以下三大挑戰，分別是：屬地主義/民族主義、供應鏈問題、及人才管理危機。還有就是ESG轉型準備。 ■ 屬地主義/民族主義 民族主義之下的貿易環境，對半導體公司構成了威脅。53%的受訪者表示，屬地主義是半導體產業中最大的威脅，包含：跨國租稅協定、邊界貿易協議、關稅、法規及國家安全等議題。 中美兩強的對峙，也會增加貿易成本壓力、增加供應鏈管理的複雜度，以及影響半導體生態系。 ■ 供應鏈問題 隨著疫情成為半導體增長的催化劑，企業的策略重點反映其長期的發展，預測在半導體產業中未來三年的主要策略，包含落實業務增長計畫、人才發展與管理，以及供應鏈如何更具彈性以達到供貨穩定。 ■ 人才管理危機 半導體產業的專業人才不足，而台灣的人力優勢也是台積電脫穎而出的原因。但因應遠距、異地的新工作模式，讓企業能招募跨國的優秀人員，未來只要針對團 隊合作、工作效率加以管理，應就能達到企業的發展需求。 ■ 企業永續經營 因應地緣政治的變化和供應鏈的管理，全球各政府對ESG的壓力越來越大，要求也越來越多。企業如何在保持一定的毛利及經濟效益下落實ESG，也是一個重要的問題。 除此之外，半導體產業有以下四項行動方案： ■ 強化數位轉型 未來AI和雲端服務將是兵家必爭之地，企業應優先考慮具有潛在業務機會的投資，加速結合ICT或AI技術推動變革，以使企業具差異化、推動組織內部的數位化。 ■ 供應鏈彈性及優化管理 因應客戶及市場需求進行供應鏈廣度分析，將稅收優化納入分析，定義微觀供應鏈系統並加以優化管理。 ■ 研發及資本投資配置 現在是資本戰的世界，嚴格評估是否將資源部署於現有競爭優勢上，策略性收購或開發新的合作夥伴關係，甚至善用投資運作，強化投資組合及資產配置，這對半導體產業很重要。 ■ 關稅風險減除 考慮在本地、雙重來源及多重來源的採購策略，檢視其他許多減輕或回收新關稅成本的可用方法，將方案規劃和企業風險評估納入日常營運計畫中。 以上，就是目前半導體所面臨的威脅，以及該採取的行動策略建議。 二、KPMG 公佈《2021年首席執行官展望動向調查》，發現近半數(45%)的全球CEO認為，在2022年之前不會看到業務恢復到「正常化」，而近三分之一(31%)的CEO則預計這將在今年晚些時候發生。同時，疫情引發的變化使得四分之一（24%）的CEO們表示，他們的商業模式已經被永遠地改變了。 國際媒體相關報導 ●Fortune《財富》雜誌：〈The record-breaking M&A market could get even hotter〉(破紀錄的併購市場，可能會變得更加火爆) ●Business Insider：〈The number of bosses saying they plan to downsize their office space has dropped from last year. It's a sign that hybrid working is set be a long-term trend.〉(與去年相比，計劃將縮小辦公空間的老闆數量有所減少，這表明混合工作將成為一種長期趨勢。) ●Financial Times倫敦金融時報：〈ECB to slow bond-buying as Europe's economy improves〉(隨著歐洲經濟好轉，歐洲央行將放緩購債步伐) 分析解讀 隨著資本市場與疫情肆虐的同步反差存在，所有企業CEO正面對一個充滿不確定，又不得不提早佈局的尷尬時刻。 於是，我們正看見全球企業掀起一個前所未見的併購熱潮，收購公司與SPAC(空白支票企業)也砸下數百億美元展開交易，這使得2021年前八個月的併購規模創下歷年同期新高，也為銀行與金融機構帶來豐厚財源。 據資料供應商Dealogic數據，美國今年1到8月的合併與併購高達1.8兆美元，全球上看3.6兆美元，兩數據皆創下Dealogic 1995年開始追蹤此數據以來的同期最高，預料2021全年將刷新2015年締造的高峰。 這波併購熱潮也為華爾街賺進大把鈔票，包括大型銀行和顧問公司，在今年上半的交易顧問收入都躍升至新高。身為華爾街頂尖交易處理商的高盛，過去三季每季收費都超過10億美元，在疫情前的十年，只有一次達到此水準。 隨著去年經濟回穩，企業管理層觀察數個月，都認為是到了該改變策略的時候。高盛投資銀行部共同主管Dan Dees就表示，所有的構想都已在董事會成員與執行長心中，該如何重新佈署，成了最優先議題。 KPMG公佈的《2021年CEO展望》（2021 CEO Outlook）的早期研究顯示，在超過400位受調查的大型公司CEO中，有49%表示，計劃在未來三年裡，將進行對公司經營有「重大影響」的併購。 另有37%的受訪CEO表示，他們對併購的意願適中，不過，有可能進行對公司的整體組織存在中等影響的收購業務。 KPMG的CEO Paul·Knopp告訴《財富》雜誌，併購意願持續加強的背後，是CEO們想要改變公司組織的意圖。依照多項數據顯示，今年迄今為止，公佈的全球併購業務共計35128項，較去年同期增長24%。 CEO們對美國國內經濟以及自家公司的增長前景，懷抱著充分的信心；與此同時，在市場當中存在大量的流動資產，資金利率很低，多達數兆美元的未投資資本尚處於觀望狀態。 但是，許多公司的CEO仍然看到了即將到來的風險，甚至超越了新冠疫情所帶來的影響。在KPMG的報告中，CEO們認為最高的五項風險為：稅收、供應鏈斷裂、信譽風險、氣候變化，以及網絡安全。 毫無疑問，CEO們正在排兵布陣，建立攻守。 在「進攻」端，各個CEO都在計劃著更為激進的併購戰略，並加強措施，以保證更為迅速的數位化進程； 而在「防守」端，他們正在加強供應鏈彈性，增強其應對惡意軟體和勒索軟體等網絡安全威脅的能力。僅有11%的受訪CEO認為，自己的公司已經完全擁有抵禦網絡攻擊的能力。 除此之外，在去年的調查中，CEO們將人才問題視為一項「主要危機」；而在今年，人才問題已經升級成了「優先事項」。許多公司目前面臨嚴重的勞動力短缺，高階主管們正在制定策略來解決這一問題。 為了確保僱員更好地參與公司治理，更具主動性、效率更高，各家企業愈發關注僱員的心理健康以及個人福祉，注資讓員工提升技能，發展員工多樣性，並提供機會，讓員工在更多的議題上發出的聲音，並能夠被高層聽到，例如種族歧視和氣候變化等問題。 大約59%的CEO直言，他們正在考慮共用辦公空間，在新冠疫情的背景下，允許更有彈性的辦公方式。超過半數（53%）的公司高階主管還考慮了招收遠距工作員工；約有三分之一的公司高階主管表示，其公司員工將每週至少兩天遠距辦公。 總而言之，放眼未來，全球的CEO都清楚，雖然現在仍處於疫情的陰影下，但疫情過後大家都蓄勢待發，就看誰能夠取得先機。資本運作和併購的熱潮，看來是欲罷不能。 《經濟學人》總評 本期經濟學人是雙封面，我要特別介紹的是歐美版本的封面故事。在戰火煙硝的背景前面，巧妙的以紐約被炸毀的雙子星世貿大廈拼出的911，提醒我們這個事件已屆滿二十周年。下面有著一排翻白的補充文字：「America then and now 」(美國的過去與現在)。 這期的經濟學人，帶我們重新回顧了2001 年 9 月 11 日的慘痛記憶。 20 年前的911事件後，美國嘗試向外重塑新的全球秩序，今天的我們卻清楚看見美國再次改弦易轍，決定把這個外交政策拋棄在阿富汗喀布爾機場的跑道上。拜登表示，從阿富汗撤軍是為了「結束一個遠距離戰爭的時代」，但這讓美國的盟友不上不下，並讓敵對國家感覺欣喜若狂。 有些人從中看到了美國的無能和衰落，但這個看法言過其實了。越南西貢的淪陷，並沒有進一步導致西方在冷戰的失勢。儘管美國確實有其缺陷，包括它的分裂、債務和破舊的基礎設施，但其在許多方面仍然完好無損。例如，它在全球 GDP 的份額仍然高達25%，與 1990 年代其實相去不遠。此外，它在科技和軍事上的領先仍然存在。儘管公眾輿論已經轉向內縮，但與 1930 年代的孤立主義相比，美國的全球利益仍然依賴著全球化。 美國擁有 900 萬的海外公民、3900 萬個貿易支援的工作崗位，和 33 兆美元的外國資產，一個開放的世界，對美國仍然具有巨大的吸引力。 拜登主義的首要原則，是堅持外交政策必須為美國的中產階級服務。拜登認為美國在海外所採取的每一個行動，都必須考慮到美國的中產階級、工薪家庭。經濟學人承認，外交政策既受突發事件的影響，更受到戰略的指引。布希曾經在富有同理心的保守主義平臺上推動美國外交，而不是反恐戰爭，拜登必須在這個多變的時代學會靈活對應。 經濟學人認為，拜登不應該妄想，一個屈從於美國國內緊張情勢的外交政策可以重振美國、再次領導這個世界。 Powered by Firstory Hosting

Chips stecken überall drin - im Smartphone und im Auto. Der Bedarf wird weiter wachsen. Zugleich ist die dahinter steckende Produktionstechnologie teuer und hochkomplex: Eine moderne Chipfabrik kostet Milliarden und die fortschrittlichsten Werke stehen in Taiwan und Südkorea. Im F.A.Z.-Interview hat der Intel-Vorstandsvorsitzende Pat Gelsinger nun eine gewaltige Investition in eine neue Anlage angekündigt in Europa. Hat Deutschland Chancen, der Standort der Wahl zu werden? Und was ist im Halbleiter-Cluster rund um Dresden schon heute möglich?

Carly is the author of her book Once You Go In, a cocktail enthusiast, and a mother of three. Carly and I got to know each other during the pandemic when she started dropping off her special craft cocktails at my doorstep! She's ambitious and creative, which is why I wanted to have her on the podcast. To talk all about pursuing passions, the process of writing her book, and how she created this cocktail-book-loving podcast, Huckleberry Gin.Key TakeawaysHer relentless pursuit of writing a book, even when other writers told her she was too young to write a memoir.Following your ambition and wanting it more than anything else.Recognizing when passion fades that it's better for you and others to release it. "I know how I feel when I'm not creating, when I'm not investing myself in something ambitiously creative. I feel this vague emptiness when I'm not. It's like I can't not [create]."Linksinstagram.com/carlygelsingerhttps://podcasts.apple.com/us/podcast/huckleberry-gin/id1556767205

Pat Gelsinger, PDG d'Intel, était l'invité de François Sorel dans Tech & Co, ce lundi 28 juin. Il est revenu sur son entretien avec Emmanuel Macron sur les semi-conducteurs, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

今日聚焦【格力电器变更回购股份用途并注销】6月27日，格力电器公告，公司拟对第二期回购对应的回购股份用途进行调整，由原计划“回购股份将用于员工持股计划或者股权激励”变更为“回购股份用于注销以减少注册资本”。 6月20日，格力电器公布第一期员工持股计划，符合要求的12000名员工可半价购买公司回购股份。而董明珠拟认购股数上限为3000万股，占本次员工持股计划的27.68%。也就是说，董明珠顶格认购上述员工持股计划，入手浮盈就将超过8亿。【发改委：完善阶梯电价，还原电力商品属性】一陕西网民在此前的留言中建议称，“现在电力装机已严重过剩，供大于求，近一半机组常年闲置。鉴于电力不再短缺，建议完善原来的居民阶梯电价政策，鼓励城乡居民多用清洁的电力资源，少用煤取暖或做饭。”对此，国家发改委答复称，“长期以来我国试行较低的居民用电价格，居民电价较大幅度低于供电成本，是因为工商用户承担了相应的交叉补贴。与国际上其他国家相比，我国居民电价偏低，工商业电价偏高。”企业动态【农夫山泉否认涉日本福岛进口成分】近期，有网友发现该品牌旗下饮料品牌苏打水气泡水，无论外包装还是商场宣传都在主打“福岛县产”的招牌。面对争议，农夫山泉6月27日回应称：一、农夫山泉拂晓白桃味苏打气泡水产品是一款风味饮料，配料中没有从日本福岛进口的成分。产品标签标示符合相关法规要求，并无任何错误或误导。农夫山泉研发人员依据拂晓桃的独特风味，创制了类似拂晓桃风味的产品，与拂晓桃产地没有关联。今年，农夫山泉股价一度跌破40港元的关口，跌幅超40%。最新股价为41.05港元每股，市值已蒸发超2800亿港元至4617亿港元。（中国基金报）【任正非：华为要防内卷，推荐看《觉醒年代》】6月26日，华为心声社区发布任正非讲话内容。他表示，不要因美国打压华为而不认美国是老师，且不要给自己设定过高的目标，另外，华为需要多基因融合突变防止内卷。他还建议，大家要看一看《觉醒年代》，人类社会没有哪一步的前进是容易的。【新造车全球抢人大战：猎头都不够用了】在理想汽车工作的石冉发现跳槽风气正席卷公司，“到处都有人躲着人接电话，搞得最近都开辟了专门用来接电话的隔音区。”2021年，华为、百度、小米、滴滴等互联网科技巨头们闯入汽车行业。智能化成为新的竞争核心，在这一次的抢人大战里，传统品牌加入了争夺，新造车势力之间的跳槽更频繁，到海外去挖人变得越来越难，500万成硅谷挖人标配。区域经济【成都成国内第三个拥有双国际枢纽机场的城市】经过5年紧张建设，位于成都东部新区的成都天府国际机场昨天上午正式开航，成都成为国内第三个拥有双国际枢纽机场的城市。开航之后，机场的国内航班量将达到每天1100多架次。成都的两座国际机场都为国际民航领域最高标准的4F级，目前全世界拥有这样配置的城市不超过20个。【7月1日起广州或将限制新能源车牌发放】根据相关文件，广州即将进行绿牌限制。广州市政府相关人士称：“7月1日起，广州市消费者需凭《广州市新能源汽车信息管理凭证》和新能源汽车指标等相关材料，才能获得绿牌。但这个政策不会一刀切，估计会有1-2个月的过渡期。”这意味着广州将开始首先实时对新能源车牌的限制与发放。产业纵深【猪肉降至每斤十元，反季节灌香肠火爆】猪肉价格持续下降，四川资阳的不少市民反季节灌起了香肠。有市民表示，现在猪肉一斤10块钱左右，所以今天来灌了20斤香肠。据商家介绍，这两天，摊位上生意好的时候一天要灌装三四百斤香肠。一些专业的猪肉加工厂每天接到的订单更多。【投资人：做低度酒的太多，年轻女性不够了】百事公司和可口可乐之间的交火已经燃到了酒精领域。就在可口可乐官宣卖酒半个月，百事公司便在美国市场提交了最新的商标申请，计划以“Rockstar”品牌销售酒精饮品。年轻人对低度酒的喜爱，已经正在挤压白酒、普通啤酒甚至碳酸饮料的市场。有投资人感慨道：做低度酒的太多，中国的女性已经不够用了。【机构高考志愿填报咨询收费达16980元】高考结束，如何填报志愿成了考生和家长眼下最关心的事。为此，不少咨询机构推出高考志愿填报咨询服务。据了解，有机构推出收费16980元的服务，包括专业、院校和分数评估指导的全套咨询，另一家咨询机构则推出一对一填报志愿服务，收费6500元/小时。虽然志愿填报服务价格不菲，但依然需求火爆。（021视频）国际视野【欧盟呼吁禁止公共场所人脸识别】欧盟人工智能法规近日有了新动向。6月21日，欧盟数据保护委员会（EDPB）和欧盟数据保护监督局（EDPS）针对欧盟今年4月发布的人工智能法规草案发表联合意见，进一步呼吁在公共场所禁止使用人工智能自动识别个人特征，包括人脸识别、步态、指纹、DNA、声音等生物或行为信号。【英特尔CEO称芯片荒最糟糕的时候在下半年】据报道，英特尔CEO Pat Gelsinger在最新采访中预测，“芯片荒”最糟糕的时候在今年下半年，随后情况将逐步好转。虽然看好芯片业反弹，但他认为要到2023年，芯片业才能真正恢复到疫情前健康的供需关系。Gelsinger再度强调了对芯片行业的长期乐观判断。他表示，随着5G通信、电动汽车和人工智能等如火如荼的发展，全球对芯片的需求将非常强劲。芯片业未来十年将迎来黄金时期。

Pat Gelsinger has been CEO of Intel for about four months now. But he's not new to the company - he spent the first 30 years of his career at Intel. The story of how a young man from a Pennsylvania farming community landed at Intel is a good one - and it's something Pat shares with Alan Murray and Ellen McGirt in this episode of Leadership Next. But first, semiconductors. They're embedded in all the tech we touch, and most of them are manufactured in Asia. Supply chain problems have led to shortages recently, which has put the issue on many American's radars. But the push to increase manufacturing capacity in the U.S. has been building for some time. Gelsinger admits Intel ceding manufacturing to Asia was a strategic mistake and, as he explains, he has a strategy for improving the situation. Fortune's Eamon Barrett also joins this episode to shed further light on the global chip shortage, the challenges of increasing manufacturing in the U.S., and the political forces behind initiatives to do so.

一週財經聚焦 一、5月13日，美國勞工部公佈4月份的消費者物價指數（CPI）較去年同期上漲4.2%，漲幅高於3月的2.6%，創2008年9 月以來最高年增率。 但股市反應激烈，投資人陷入恐慌，我們得怎麼解讀後續發展？ 國際媒體相關報導 ●Forbes富比士：〈Is Inflation A Long-Term Threat, Or Just A Temporary Pop？〉(通貨膨脹是一個長期的威脅，還是只是一個暫時的響聲？) ●FT倫敦金融時報：〈Inflation wild card unsettles markets〉(通貨膨脹戲弄著不穩定的市場)；小標：〈Investors will have to make a call on whether shift in consumer prices is transitory or a regime change〉(投資人必須明白，消費者物價變化是暫時的，還是趨勢變化) ●WSJ華爾街日報：〈Everything Screams Inflation〉(所有的事情都圍繞著通貨膨脹尖叫) ；小標：〈Investors are woefully unprepared for what may be a once-in-a-generation shift in the market〉(投資人悲傷的發現，自己對這個一生難得一見的市場變化毫無準備) 分析解讀 5月13日，美國勞工部公佈的4月消費者物價指數（CPI），較去年同期上漲了4.2%，漲幅高於3月的2.6%，更創下了2008年9 月以來最高年增率。經季節調整，4月CPI月增0.8%，漲幅還是高於3月的0.6%。 如剔除波動較大的食品與能源，所謂的核心物價較去年同期更是上漲了3%，已經創下1995年以來的最大漲幅。 COVID-19疫情雖然趨緩，但聯邦政府的撒鈔紓困以，及民眾儲蓄增加下的刺激消費，都讓通膨壓力廣泛且沉重。這會不會影響潛在的投資回報，以及投資者應該採取的保護措施是什麼呢？ 事實上，金融危機以來，過去十年股票和債券價格的上漲，都是因為長期為了緩解通貨膨脹壓力導致的全球QE(量化寬鬆)。在全球經濟突然關閉將近一年之後，經濟活動又開始加速增長，合理的結果，當然就是通貨膨脹預期的激增。 現在但是令投資者困惑的是，現階段通貨膨脹的前景到底如何解讀？ 現在擔心通貨膨脹衝擊的投資者，正面臨兩難境地，從以下三項經濟及就業市場的轉變，可以觀察： 1.被視為抵禦這種風險的傳統避險工具的一些資產，例如抗通膨債券(Treasury Inflation-Protected Securities, 簡稱 TIPS)，和大宗商品，已經開始明顯的上升。 實際上，一定時期內通貨膨脹一直很熱，歷史確實為那些太晚購買昂貴的通貨膨脹保護措施的人提供了警告。過去的通貨膨脹警報，是在2000年代初互聯網泡沫破滅後，以及2008年金融危機之後的恢復期，事實證明，兩次都是虛假的曙光。 在經歷了短暫的疫情衰退之後，人口老齡化和根深蒂固的通貨緊縮趨勢，以及與科技創新相關的成本下降，這些因素短期之內是不會減緩的。因此，許多投資者和FED預計，今年的通膨還是「暫時性的」。 但是，對抗通貨緊縮的力量，卻是過去一年貨幣和財政刺激措施最大的依據。這樣的雙重壓力之下，當然，物價上漲的壓力就蠢蠢欲動。 但截至目前為止，聯準會多位官員仍然表示，今年通膨雖然會升溫，但不會太強，預料只是短暫現象，供應鏈問題解決後就會緩和。 不過美股確實賣壓沉重，道瓊指數一度重挫681點，創3個多月來最糟表現。科技股一蹶不振，台積電美國存託憑證（ADR）甚至跌逾4%。 反映市場利率預期的美國10年期公債殖利率，在最新通膨數據公佈後竄升，從昨天的1.62%升至1.69%，創3月以來最大單日升幅。 素有美股「恐慌指數」之稱的芝加哥選擇權交易所（CBOE）波動率指數（VIX），盤中一度衝破28，有別於前兩個月多保持在20以下的格局。意味美股短線波動，恐隨通貨膨脹憂慮升溫而加劇。 過去40多年來，財金政策都以打擊通貨膨脹為優先要務，對投資人與消費者友善的政策不再流行，不只美國，全球許多國家皆然。但很明顯，投資人對這個轉變並未做好準備，可能是因為很難指出此種歷史性轉捩點的確定位置。 「狼來了」是否會真的出現，沒人知道。而疫情過後的支出激增，加上供給能力受限所引發的短期通膨壓力，可能是大轉變的起點。 無論是之前葉倫主政，還是現在鮑爾擔綱，Fed都重視充分就業這項這第個指標。Fed尤其聚焦於邊際勞工的福祉，包括少數種族，因此有意使景氣的熱度處於正常水準，這就是Fed不容易快速升息的主要原因。 川普大幅降低企業稅率，因此早在肺炎疫情爆發之前預算赤字已經暴增；拜登上任後更願意大筆花錢，而民調顯示他新提出的兩項支出計畫(美國就業計畫和美國家庭計畫)也得到多數民眾支持，雖然他也主張提高企業及富人的稅負。 但我們也無法否認，通貨膨脹的壓力，最可怕不在於它會不會發生，而是它的預期性。尤其現階段，運行超過40年的全球化和資本主義，現在「全球化」已經過了頂峰，所以希望藉著全球化，讓全世界的產品在全球不同國家能有大致相同的售價，這種情形已不在存在。區域化的競爭，會讓物價上漲的壓力變大。 2.人口老齡化 全球化的好處之一，就是當本國勞動力擴張減速時，可以用外勞來取代；而美國過去十年來人口增加率，也是1930年代以來最低。當勞工面臨的競爭壓力下降，且較不擔心企業外移時，他們就能要求較高的工資。 3.勞工權力大增 拜登政府強力支持工會，且組織工會也可能比以往容易。近年來朝向「零工經濟」發展的趨勢，能夠增強勞工市場的競爭及壓低勞工所得，但現在這種潮流已經受到國家的壓力，且多個歐洲國家也打擊企業規避雇用法規的作法。美國勞工部長最近建議，許多美國「零工經濟」領域的勞工應被劃歸為雇用人員，讓他們得享更多權益，不過，這樣企業的成本也就更高了。 上述的三項轉變都在慢慢進行之中，且除了入口結構因素之外，每一項轉變都有很強的政治後座力。如果我們的確處於轉捩點上，此時如果犯錯，代價將非常之高。 投資人在殖利率僅1.6%時買進10年期美國公債，一旦通膨升高，將會損失慘重。即使通膨率達到2%目標一段時間，投資人也將損失購買力；如果年通膨率升到3%，即1990年代的平均水準，則公債投資人將非常痛苦；如果通膨率升到1980年代時平均5%的水準，對公債投資人而言將是「大屠殺」。 現在就認定定通膨將一路衝高，仍言之過早。但如果在建立投資組合時完全不考慮通貨膨脹，那你的風險會更大。 二、5月14日，一個由美國兩黨參議員組成的小組公佈了一項520億美元的提案，將在5年內大幅提高美國半導體晶片生產和研究水準。 看來半導體的競賽已經擋不住，台灣半導體護國神山的挑戰很快就會來到。 國際媒體相關報導 ●CNBC：〈Biden's infrastructure plan will bolster the U.S. semiconductor industry, Commerce Secretary says〉(拜登的基礎建設計劃，將著重推動半導體產業) ●CNBC：〈The global chip shortage is starting to have major real-world consequences〉(全球晶片短缺將，對全世界產生重大影響 ●Reuters路透社：〈Intel seeks $10 bln in subsidies for European chip plant〉(英特爾向歐洲尋求100億美元的補貼) 分析解讀 5月14日，幾位美國參議員公佈了美國半導體製造五年扶植計畫，規模高達520億美元。據瞭解，起草這個方案的參議員包括民主黨籍的亞利桑那州參議員凱利、維吉尼亞州參議員華納，以及共和黨籍阿肯色州參議員柯頓等人。 這幾位參議員認為，面對中國大陸半導體製造業的崛起，以及晶片短缺衝擊汽車業與其他產業，美國必須商討出折中做法應對。 這項提案，預期會納入參院本周將討論的「Endless Frontier Act 無盡邊疆」法案之內，該法案準備撥款逾1,100億美元，用於支援美國的基礎與半導體先進技術研發，以期更能與大陸競爭。 其實這個情況情有可原，大力扶植美國本土半導體製造業的人士強調，美國在1990年時，在全球半導體與微電子製造的占比還有37%，現在只剩下12%的晶片在美國製造。 另外，美國遊說團體「半導體聯盟」積極爭取政府補助國產晶片。美國半導體聯盟是由蘋果Apple、Microsoft、Intel及TSMC等60多家廠商組成，成員除半導體廠外，還包含上下游業者，主要向美國爭取補助，鼓勵在美國境內從事晶片製造業務。 但台灣疫情的突然爆發，也讓許多國家憂心忡忡。韓聯社引述南華早報的報導指出，若未能阻止疫情向南擴散，台灣經濟可能面臨最糟局面。 渣打銀行資深經濟學家Tony Phoo指出，若確診者持續增加、疫情向南擴散，半導體業等製造業工廠勢必受影響關閉，影響產能，可能造成全球半導體供給不足問題更加惡化。 無巧不巧，美國半導體龍頭英特爾執行長Pat Gelsinger，5月14日剛好分享了英特爾年度企業責任報告，並強調該公司往2030年目標實現進展。基辛格認為，由於有四股「超級力量」推動，數位科技正以更快的速度改變世界，這四股超級力量分別是雲端、由5G推動的連網性、人工智慧（Al），以及智慧邊緣。 Gelsinger談到，上述四項之所以被稱為超級力量，是因為彼此能發揮相輔相成的效果，讓影響力得以加乘，它們正在重塑我們生活和工作的每個層面。 但同時間，歐盟打造半導體聯盟雖然想要拉英特爾助陣，不過對方獅子大開口要求巨額補貼，引起德國媒體正反兩極的評價。 英特爾（Intel）執行長Pat Gelsinger最近訪問柏林和布魯賽爾，表達有意加入歐洲半導體聯盟，並在德國建晶圓廠的意願。不過強調，為了與台灣和韓國競爭，前提是德國政府必須提供80億美元（約合新台幣2300億元）的補貼。 德國「商報」（Handelsblatt）認為，英特爾的要求情有可原。目前全球只有台積電、三星、英特爾有能力生產先進晶片，前兩家享受母國的規模經濟優勢，對投資歐洲興趣缺缺，只剩下英特爾有意願，儘管技術離前兩者有一段距離。給一家企業這麼多補貼是很大的冒險，但如果英特爾不來投資，歐盟除了繼續依賴亞洲之外沒有其它選擇，毫無翻身機會。 不過，另一家德國重要財經媒體「經濟週刊」（Wirtschaftswoche），則不看好英特爾的雄心。「經濟週刊」指出，英特爾技術不如台積電和三星，不可能拿到蘋果（Apple）等大廠的訂單，季辛格想自製晶片又寄望代工業務追上競爭者，根本不切實際。 Gelsinger接受德國媒體訪問時，督促德國政府針對補貼盡快做出決定，他說：「現在是歷史關鍵的一刻，我們還能扭轉下滑趨勢，減少對亞洲廠商的依賴，如果再拖5年就太晚了。」 歐盟為減少對進口產品的依賴，5日將公佈新的工業政策，準備全面強化半導體、雲端、電池芯、氫能源等未來產業的生態系。 到底歐盟會不會跟英特爾合作，我的觀察如何？ 在此引述KPMG安侯建業聯合會計師事務所發佈《2021年全球半導體產業大調查》，報告強調，半導體的未來將面臨三大挑戰：屬地主義/民族主義、供應鏈短缺問題，及人才管理危機。 民族主義者之下的貿易環境，對半導體公司構成了挑戰。53%的受訪者(較去年上升16%)表示，屬地主義是半導體產業中最大的威脅，包含跨國租稅協定、邊界貿易協議、關稅、法規及國家安全等議題。中國及美國兩個世界最大經濟體，將增加貿易成本壓力、增加供應鏈管理的複雜度，及影響半導體生態系。 台積電是世界半導體產業龍頭，去年營收六成來自北美，近兩成來自中國。如何在兩個地緣政治強權之間獲得平衡，其實是不容易。台積電創辦人張忠謀早就預言，台積電會是地緣政治必爭之地，美國要它，歐盟邀它設廠，大陸也想將台積電納入囊中。 台積電去年宣佈在亞利桑納州投資35億元，興建五奈米先進晶圓廠；近日再宣佈將投資29億美元，在大陸南京廠擴建28奈米晶圓產能；這本是台積電在美中地緣政治求取平衡的策略，但這也反應出台積電面對兩大強權，已有點捉襟見肘。 拜登繼邀請19家半導體業者舉行供應鏈高峰會，又稱將提撥500億元，建立美國半導體供應鏈。既想圍堵中國半導體業，也想加強美國半導體供應鏈建置。 2020年確實可能會是台灣護國神山的頂峰，能不能再造巔峰，就得像《經濟學人》文章說的： 「截至目前為止，中美雙方都沒有直接幹預台積電的決策，或許是因為兩方都認為現行手段最為適合，可以幫助他們達成各自的科技目標。然而，如果晶片製造的重要程度繼續攀升，中、美就可能會出手，不讓它(台積電)單獨生存下去。」 看來這確實需要有智慧的政治家來權衡取捨，幫台灣找到戰略了。 《經濟學人》總評 封面故事 這期《經濟學人》共用了十篇文章，對Covid-19的疫情狀況做了一個重新的模型估算，他們成功揭露了這場疫情的真實狀況，並對全球提出了緊急的呼籲。 在黑漆漆的封底前面，我們看見的是一隻橫空出世的疫苗針筒，左上緣一段白色文字：「Ten million reasons to vaccinate the world」(一千萬個用疫苗治癒這個世界的理由)；右下方則是：「Our new model of the true deaths toll from Covid-19」(我們針對Covid-19的真實死亡人數新模型)。 《經濟學人》在整本雜誌裡方方面面揭露了一些截然不同的實際狀況，並語重心長的呼籲，除非疫苗的供應能夠很快的送達貧窮的國家，否則《經濟學人》認為，印度正在經歷的場景很快會擴散到其他地區。 模型顯示 「Excess Death超額死亡」人數是官方公佈的三倍，而更重要的一個發現是Covid-19對相對貧窮族群的打擊超過想像。也許最終能夠阻止疫情慘況的就是疫苗接種，然而短期內，疫苗會催化貧窮與富裕國家之間的差距。不久之後，富裕國家的Covid-19死亡人數會隨著疫苗接種而慢慢下降，但貧窮國家的大多數人卻有可能因為疫苗接種的困難，而必須暴露在疫情的威脅。 不過《經濟學人》認為，疫苗的擴產在2022年前就可以跟上腳步，還公開表示拜登的開放專利訴求是錯誤的，因為這些呼籲虛偽而緩不濟急。貧窮國家不是因為價格而被市場遺忘，真正的原因，是全球疫苗必須通過COVAX，這個由捐助者資助的全球分銷計劃進行分配。 我認為，《經濟學人》提供的模型估算不是危言聳聽，它告訴我們Covid-19隱藏版的數據背後真相。其中一個例子就是東南亞，這個屬於6億5000萬人的家園，迄今為止不知道什麼原因，沒有出現大量的疫情死亡人數。 不止台灣，Covid-19仍在全球各地肆虐，但疫苗確實創造了拯救數百萬人生命的一個機會。《經濟學人》呼籲這個世界不要白白浪費它，我願意舉雙手呼應。 Powered by Firstory Hosting

Buy now, pay later startup Affirm is looking to acquisitions to gain an edge over its competitors.Affirm announced that it intends to acquire Returnly, a software startup that helps retailers manage returns, for $300 million in cash and equity. The acquisition gives more insight into exactly how Affirm — and some of its other competitors — are mapping out their strategies for what else they can offer retailers, beyond just a digital form of layaway.Online legal service Rocket Lawyer has raised $223 million of financing from an investor group led by Vista Credit Partners to further its international expansion and make acquisitions in a fragmented market.The company, which has 25 million registered users, already offers online legal documents and virtual attorney meetings to businesses and individuals in the U.S., U.K. and parts of Europe. Intel CEO Pat Gelsinger has resigned from VMware's board of directors, effective immediately, two months after leaving the top leadership post at the virtualization giant to lead the chipmaker.Palo Alto, based VMware said in a regulatory filing Friday that Gelsinger notified the company of his resignation two days prior. The company said it was Gelsinger's “personal decision,” “given the demands of his new position as CEO of Intel.”“We are grateful for his many years of service on the Board and his tenure as CEO of VMware,” VMware said in a statement.

Apple Watch puede controlar la fragilidad de los pacientes cardiovasculares en casa Fuente: Engadget https://www.engadget.com/apple-watch-frailty-detection-standard-213847653.html Según MyHealthyApple y MacRumors, los investigadores de Stanford financiados por Apple han determinado que el Apple Watch puede medir con precisión la fragilidad de los pacientes con enfermedades cardiovasculares mientras están en casa. El uso de un reloj inteligente personal fue casi tan bueno como una prueba en la clínica, reveló el estudio de Stanford. Los científicos recopilaron los datos utilizando el Apple Watch Series 3 y una aplicación VascTrac especialmente diseñada, pero es probable que el software de terceros no sea necesario en el futuro. WatchOS 7 incluye la prueba de caminata de seis minutos y otros datos de movilidad, y puede revisar su desempeño en la aplicación Salud en su iPhone (en la pestaña Examinar debajo de Respiratorio). Los hallazgos insinúan que el Apple Watch y otros relojes inteligentes podrían ahorrarles a los pacientes la molestia de visitar al médico para medir su capacidad funcional; simplemente podrían caminar por sus hogares y entrar si hay signos de problemas. Esto claramente ayuda a Apple a continuar presentando sus muñequeras como un dispositivo de salud, pero también insinúa un futuro en el que la tecnología que ya posee es suficiente para brindarles a los médicos una gran cantidad de información útil. Intel quiere recuperar a Apple como cliente y ve “inaceptable” que la industria de semiconductores depende demasiado de Asia: el nuevo CEO sienta las bases del futuro de la compañía Fuente: Xataka https://www.xataka.com/pro/intel-quiere-recuperar-a-apple-como-cliente-ve-inaceptable-que-industria-semiconductores-depende-demasiado-asia-nuevo-ceo-sienta-bases-futuro-compania El CEO de Intel, Pat Gelsinger, daba a conocer las líneas maestras que quiere seguir durante su mandato. Ahora, en una entrevista a la BBC, asegura que quiere recuperar a Apple como cliente. No solo eso, asegura que la industria de semiconductores depende demasiado de la fabricación en Asia. Algo que, según sus palabras, no es “aceptable”. Para lograr lo primero y evitar lo segundo, Gelsinger anunció la creación de una nueva división, denominada Intel Foundry Services (IFS), que permitirá a la compañía fabricar chips para otras empresas. En principio, esta división fabricará chips para empresas como IBM, Qualcomm, Microsoft y Google. Una lista de nombres a la que Gelsinger quiere añadir a Apple, quien hasta hace no mucho tiempo utilizaba los procesadores de Intel en sus máquinas y que ha decidido desarrollar los suyos propios bajo licencias ARM. Estos procesadores están diseñados por Apple pero fabricados por Taiwan Semiconductor Manufacturing Company (TSMC). ¿Por qué quiere recuperar a este cliente? Entre otras cosas porque “es uno de los mayores usuarios de capacidades avanzadas de semiconductores", asegura en esta entrevista. Sin embargo, sabe que el camino no va a ser fácil. “Tengo que ganarme ese negocio”, asegura. A su favor, está el hecho de que “todo el mundo quiere varios proveedores”. Además, Intel y Apple no dejan de ser competidores en el mercado de PC. “Tenemos un gran respeto por Apple como empresa. Son innovadores. Han hecho cosas increíbles en la industria. Tim Cook es un gran líder”, explica Gelsinger, quien avanza que “seremos competidores agresivos y buscaremos revitalizar el ecosistema de PC”. --- Send in a voice message: https://anchor.fm/elgordocircuito/message

一週財經聚焦 一、3月23日，長榮海運巨型貨櫃輪「長賜輪Ever Given」意外擱淺蘇伊士運河，初估蘇伊士運河的受阻將讓全球貨貿每小時損失約4億美元（約新台幣114億）。 在通貨膨脹蠢蠢欲動的今天發生這個事情，如果這個不是雪上加霜，什麼是雪上加霜？ 國際媒體相關報導 ●CNBC：〈Maritime historian sees 'ominous' signs that the Suez Canal blockage may take time to fix〉(海事歷史學家認為蘇伊士運河堵塞，需要一些時間來解決，是個不祥的跡象) ●WSJ華爾街日報：〈Hopes Fade for Quickly Freeing Ship From Suez Canal〉(希望迅速將船從蘇伊士運河中解救出來，但似乎越來越不可能)；小標：〈Rescue teams have made progress, but authorities were wary of offering a timeline for unsticking the Ever Given〉(救援隊雖然取得了進展，但有關當局對提供一個明確解決的時間表，表示謹慎) ●New York Times紐約時報：〈” Very Big Problem.”Giant Ship in the Suez Remains Stuck.〉(這是一個非常大的問題。蘇伊士的巨型戰艦目前為止仍陷於困境。) 分析解讀 屋漏偏逢連夜雨，台灣在疫情期間、好的壞的消息不斷，台積電護國神山話題還沒有燒完，長榮貨運又因為蘇伊士運河堵塞，讓全世界認識了另外一家台灣企業。現在，通貨膨脹的陰影未散，誰料得到這麼一艘近400米長的巨輪會橫擺在蘇伊士運河上，而且問題持續將近一週。這條最繁忙運河之一的「歐亞大動脈」，出現了不可思議的「大塞船」。 眾所周知，蘇伊士運河全長約163公里，連接著地中海和紅海，提供了亞洲和歐洲之間最短的海上通道，全球貿易大約12％都需透過它來完成。 如何「解救」這艘巨輪，讓埃及蘇伊士運河管理局傷透了腦筋。迄今為止，這次中斷已阻礙了超過327艘船過境，其中包括30多艘集裝箱船。 數據分析稱，運河封鎖會造成每小時約4億美元的損失，一天下來就損失百億，而船東和保險公司或將面臨總計超過1億美元的索賠。現在很多人關心的是怎麼善了？誰最倒霉？誰會倒閉？我覺得都是行外話。長賜輪真正的所有者，也就是法律意義上的船東並不是長榮公司，而是日本正榮汽船株式會社。所以，事件發生後，日本船東的出鏡率和受關注度比長榮高得多。 航運業是高度國際化的產業，發展很成熟，有一套複雜的經營模式。長賜輪是個國際分工合作的典型，也就是租船模式—A機構出資造船，由B機構負責資產管理，租給C機構實際投入航運運營。A就是日本正榮、B是貝仕船舶管理（母公司是德國貝仕集團，全資家族企業，全球多國開設了分公司）、C是臺灣長榮海運。 而長賜輪的船籍國是巴拿馬，船籍國就是船舶的「戶口」所在國，登記在哪國就懸掛哪一國的國旗，向哪一國繳納相關稅收。巴拿馬對掛本國旗的船舶管理寬鬆、稅收低廉，各國船東都很樂意去蹭個戶口，因此這類國家被稱為「方便旗」國家—這有個業內冷笑話，連內陸國也可以成為方便旗國家，比如蒙古和瑞士。 最後出場的是印度，長賜輪25名船員全部為印度籍。所以這個百年產業受損情況肯定耗時費日，最後還會船過水無痕。 但更令人擔憂的是，蝴蝶效應已經顯現。如果不盡快「釋放」這艘船，將影響物價，甚至有評估指出，「塞船效應」會波及商店中看到的任何東西的價格。 影響最大的，主要是以下三項： 第一，「塞船」導致油價顯著上漲 隨著部分地區疫情趨緩，全球貿易有所回暖，多數企業在尋求補充庫存。在這一年中最繁忙的時刻，長賜號卻擱淺了。 運河突然被切斷，首當其衝的，是對油價的影響。在全球需要通過海路運輸的石油中，大約有30%都要經過蘇伊士運河。光是去年，歐洲每天需要從蘇伊士以東的國家進口55萬桶石油，其中52萬桶通過運河。 這次堵船，阻塞了一條重要的原油運輸路線，使得石油價格在國際市場上攀升，基準油價在週三飆升了約6％。人們擔心石油在運河上停滯越久，越可能會擠壓原油和精煉產品的供應，從而給全球供應鏈帶來壓力。 第二，衛生紙、咖啡等面臨短缺 除了油價，還有物價。除了影響能源運輸，堵船還將會及與每個人息息相關的電子產品、生活用品、食品等物資。 船隻被堵在航道上，歐洲的商品因收不到到來自亞洲的零部件和原材料而延誤製程，而空的集裝箱也無法返回亞洲再次裝運。運河封鎖，會造成每小時約4億美元的損失。其中，裝滿即溶咖啡的集裝箱被卡在路上，預計很快就會影響咖啡供應。傢具方面也受到波及，有很多客戶開始反應，自己訂購傢具的交付日期已經被推遲。 第三，國際航運商會秘書長蓋伊·普拉滕表示，不僅長賜號上的貨品會嚴重延誤，其他被堵住的數百艘船上的物品，也會延遲交貨，這對全球供應鏈的損害將是巨大的。考慮到包括醫療設備和個人防護設備在內的重要貨物，正在透過這些船隻運輸，我們呼籲埃及當局盡一切可能，盡快重新開放運河。」 那麼，該怎麼「解救」這艘巨輪？ 目前，長賜號的船東—日本正榮汽船株式會社，已為這次事件道歉，並表示，將由荷蘭和日本打撈公司組成的專業救援隊，與地方當局合作，努力幫助船隻復位。據估計，船東和保險公司可能將面臨總計超過1億美元的索賠。 眼下最要緊的，是趕緊讓船「脫困」。然而，僅靠拖船和挖泥機的組合，還不夠解決問題。研究小組還必須找到一種減輕船隻巨大重量的方法。他們可能要卸下部分船上的貨物，還需要排乾燃油和壓艙水，然後再次嘗試使用拖船推動該船。 同時，由於船上還有多個集裝箱，用起重機將這些集裝箱卸下的操作將是極具挑戰性的，該過程還可能造成損壞甚至使船體失去平衡。 根據蘇伊士運河管理局的數據，2020年間，有近1萬9千艘船舶通過運河，平均每天有51.5艘。想要將大宗貨物從亞洲運往歐洲，除了海運幾乎沒有其他選擇。運河堵塞之後，一些船舶只能在非洲各地選擇替代路線，不過，航程大約會增加兩周時間，運費也會大幅增加。 2017年，一艘日本集裝箱船也曾因機械故障擱淺堵住了運河。 埃及當局部署了拖船，並在數小時內使船隻重新漂浮了起來。美國海事歷史學家表示，此次堵船事件非常少見，而且這是有史以來在蘇伊士運河上擱淺的最大船隻。 儘管蘇伊士運河最初是為處理較小的船舶而設計的，但在近50年來，蘇伊士運河已經在規模和寬度上增加了一倍。最近的一次是六年前，埃及政府對運河進行了大規模擴建，加深了主航道，並為船隻提供了一條與之平行的35公里航道，耗資超過80億美元。 不過，這些努力似乎還不夠。由於這一次的長賜號巨輪是世界上最大的集裝箱船之一，長度堪比帝國大廈的高度，蘇伊士運河處理大型船隻的能力已經遭到質疑。 天災人禍，看來仍然沒有放過這個世界。 二、3月 24 日凌晨， Intel的CEO Pat Gelsinger宣佈了多項計劃。 其中包括未來把更多的自有晶片製造業務外包給代工廠，以及將在美國亞利桑那州投資 200 億美元，建設兩座全新的晶片廠。 國際媒體相關報導 ●Nikkei Asia日經亞洲：〈Intel challenges Taiwan's TSMC in chip foundry business〉(英特爾在晶圓代工方面挑戰台灣的台積電)；小標：〈US tech titan earmarks $20bn for plants in Arizona to woo Apple and Qualcomm〉(美國科技巨頭斥資200億美元在亞利桑那建立工廠，以吸引蘋果和高通的訂單) ●WSJ華爾街日報：〈TSMC Still Has the Edge Over Intel in Brewing Foundry Fight〉(台積電在這場日益激烈的晶圓代工戰役中，仍保有優勢)；小標：〈Intel is moving in, but the incumbent will be tough to dislodge〉(英特爾決定進軍，但既有玩家很難被打敗) ●Market Watch：〈Intel must execute its new strategy perfectly to win back investors〉(英特爾必須完美執行其新戰略，能贏回投資者) ；小標：〈Stock market investors, burned before, will be holding CEO Pat Gelsinger to his word.〉(之前受傷的股票市場投資人，緊盯Pat Gelsinger許下的承諾。) 分析解讀 如果你細聆聽Gelsinger的演講，你會發現，英特爾正對現有的IDM模式進行重大的變革，未來將致力於推進IDM 2.0模式。 根據Gelsinger的說法，英特爾的IDM 模式2.0主要包括以下幾點內容： 第一，建立全球化內部工廠網絡 保證可內部生產大部分的產品，這與Intel的營收及產品供貨能力息息相關。對此，Gelsinger強調，英特爾希望繼續在內部完成大部分產品的生產。 第二，將擴大對第三方製造能力的使用 Gelsinger表示，為優化英特爾的成本、性能、進度、供應等方面的進度，該公司將增強與現有第三方代工廠夥伴之間的合作，包括台積電，繼續維持合作關係。 第三，將為歐美客戶提供晶圓代工及封測服務 為此，英特爾組建了全新的獨立業務部門—英特爾代工服務事業部（IFS，Intel Foundry Services）。該部門由英特爾首席供應鏈官Randhir Thakur領導，擔任IFS總裁兼高級副總裁，他直接向英特爾CEO Gelsinger彙報。 Gelsinger透露，IFS結合了先進的制程和封裝技術，且支持x86內核、ARM和RISC-V生態系統IP的生產，能為客戶交付世界級的IP組合。 看得出來，為了更高效地部署IDM模式2.0，擴大英特爾的晶片產品的供應能力。英特爾將計劃投資200億美元，在美國亞利桑那州Octillo園區新建兩座晶圓廠。此外，英特爾計劃在今年內宣佈，在美國、歐洲以及世界其它地區的下一階段產能都要擴張。 同時，為實現IDM 模式2.0願景，英特爾與其生態合作夥伴IBM共同宣佈了一項重要的研究合作計劃，專注創建下一代邏輯晶片封裝技術，該項目旨在加速半導體製造的創新。 值得注意的是，Gelsinger在演講發佈後，台積電（TSMC）和三星（Samsung）股價下跌，但因預期英特爾將增加支出，半導體設備製造商，包括尼康公司（Nikon Corp.）、Lasertec公司（Lasertec Corp.）、東京電子（Tokyo Electron）等，股價都是上漲。 就像我曾經說的，美國已開始為重振半導體產業而採取行動。在拜登政權倡導生產回歸政策的背景下，大型廠商英特爾將投入鉅額資金，在美國建造新工廠，並同時涉足量產其他產品的代工業務。半導體是支撐數位化社會的核心產品，但最尖端的開發製造經驗，容易流向在生產上更勝一籌的台灣和韓國，這就是他們擔心的原因。 但大家也知道英特爾在7納米開發方面進展遲緩，目前英特爾的競爭對手確實走在前面。對比今年前三家企業的設備投資額，台積電（TSMC）為280億美元，三星電子基本相同。英特爾200億美元的投資，是明顯不夠的。 事實上早在1990年代，英特爾曾在個人電腦CPU領域成績亮眼，但進入2000年代後失去勢頭，最後只專注在IDM。英特爾採用從開發到生產全部自主完成的垂直整合型業務模式，但堅持拒絕為其他企業代工，只專注於自主產品的經營戰略。 當時，美國高通等廠商已開始崛起採用，他們採用「無廠」經營模式，因為英特爾拒絕為其代工，無廠企業只好選擇台積電和三星，台積電更是將半導體生產作為主業。代工企業生產的半導體很廣泛，包括家電、智慧型手機和汽車等。客戶和強有力供應商從全球自然而然湧來，技術與經驗的蓄積取得大幅進展。 良性循環在較高技術實力上的確是幫了台積電一把，台積電也因為專注代工，而與荷蘭大型半導體設備企業ASML建立了深厚的人脈。因此，美國政府對英特爾的競爭力下降，充滿危機感，我們看見美國商務部官員也參加了英特爾23日的記者會，並對此計劃表示了讚許。 為迎合拜登政權的意向，英特爾此次宣佈正式啓動代工。這是此前Intel不願意做的事，但如果無廠企業希望在美國尋找代工廠商，業務的收益性將提高。未來，半導體還會用於戰鬥機和人造衛星，在軍事上也不可或缺。在川普時期，國防部就不斷與英特爾推進新建工廠的磋商。在1月拜登政權上台的同時，全球半導體短缺變得嚴重，美國政府相關人士即表示「危機感迅速提高」。 英特爾的加入讓晶圓代工市場肯定變得更加擁擠，但英特爾仍有以下幾項優勢： 第一，英特爾的晶片設計部門，仍會盡量讓代工部門為其代工；代工部門做不了的，才會尋求如台積電、三星等第三方製作。換言之，英特爾的代工部門最大的客戶其實是自己的設計部門，先天就含著金湯匙。 第二，英特爾的代工廠多位於美國及歐洲，其代工客戶如微軟、IBM、思科（Cisco）及愛立信（Ericsson）等，也多位於兩地，距離客戶更近，聯繫溝通上，會比位於亞洲地區的台積電、三星更俱優勢。 第三，在美國擴增產能及進行晶圓代工，非常符合美國政府的國家利益，美國財政部長葉倫（Janet Yellen）也已表示，晶圓製造為美國國家戰略重要一環，因此英特爾的代工部門可望得到政府的大力支持，如財政、物力及人力等。 當然，英特爾也有其劣勢。 首先，過往代工部門以服務內部客戶為主，要轉變為服務外部客戶並不容易，英特爾並不習慣外部服務的模式。 其次，代工成本上，美國高於亞洲地區，這不利英特爾在價格上取得競爭優勢，這也是當年晶片代工業主要流向亞洲地區的主要原因。 第三，其潛在客戶多為英特爾的直接競爭者，如超微、英偉達（NVIDIA）、高通（Qualcomm）等，又外部客戶多半使用基於安謀（ARM）的晶片架構，英特爾的代工部門過往習於替自家的X86架構代工，恐不見得能夠得到很好的接納。 最後，英特爾的制程才剛突破7奈米，落後於已能夠量產5奈米的台積電和三星，難以爭取蘋果、高通等需要使用最先進制程的客戶，這也會反向制約英特爾繼續研制先進制程的能力。 綜觀英特爾此次的業務重整，仍然著重於保住核心的晶片設計業務，期望能使用更優異的第三方制程，使其產品保持競爭優勢，在剝離代工部門後，有助於英特爾整體降低成本。代工部門則放任自行生長，以其7奈米制程爭取訂單，尋覓更多商機；且在美國政府政策扶持的情況下，自生自滅的風險也是相當低的。 總體來說，市場對於英特爾的業務重整，短期內還是認可的，但是長期狀況，顯然還是得看英特爾的自身表現而定。無論是設計部門還是代工部門，仍然有各自要面對的市場競爭環境。 而英特爾業務重整後最大的受益者，就是阿斯麥爾（ASML），以及其他的晶片設備廠商，他們肯定訂單滿手。 對於台灣的半導體產業，尤其是台積電來說，此次英特爾的業務重整是喜憂摻半。喜的一面是，台積電可望在短期內拿到來自英特爾，需要高階制程的新產品訂單，憂的一面則是，市場上潛在的強大競爭對手又多了一個，儘管英特爾或許可能成為像是格芯或中芯國際那樣，第二層級的對手。 台積電擁有多年來投入的技術優勢，其先進制程擁有強力的護城河，也有長期以來從代工業務贏取的客戶關係。然而其最大的威脅在於：外部環境方面，中美科技戰競爭加劇，如何保持訂單最大化，內部環境則在於，如何應對台灣政府不時想插手介入其業務，以及台灣目前面臨較嚴重的缺水、缺電危機。 更重要的是，這次美國、歐盟、日本相繼興起的半導體產業民族主義，看來勢不可擋，其中最難拿捏的地緣政治變化，更不是單靠台積電可以抗衡的。 我常常說，台灣企業擅長戰術但不擅長戰略。要比戰術，台灣企業肯定可以戰無不克，但說到戰略，我覺得就很難保證一定可以獨善其身了。天佑台灣！ 《經濟學人》總評 封面故事 這期的《經濟學人》封面，在深黑的封底前，是英國殿堂級搖滾樂團Pink Floyd在1973年發行的經典專輯《The Dark Side Of The Moon 月亮的黑暗面》專輯封面，只是《經濟學人》把原來的三菱鏡換成了科學實驗室的三角錐型瓶。 這首歌曲的主題，是以天文現象暗示光明與黑暗。《經濟學人》想向我們傳達，當人們在受到 黑暗力量打擊之際，也要相信正面的人生觀。上面還有兩排白色字體，大字寫的是「Bright side of the moonshot」(探月計畫的光明面)，小字則是「Science after the pandemic」(科學與疫情)。 這期《經濟學人》共用了三篇文章，帶我們一窺了人們過去數十年的累積，如何在一夕之間凝聚成一股力量。大量的數據、實驗和見解，對這個病毒乃至醫學的未來都產生了深遠的影響，但這真是一個令人鼓舞的事情。在世界各地，科學家們都把自己的工作放在一邊，共同聯合起來對付這個病毒。基於安全的考慮，實驗室空間專門用於處理病毒測試的艱鉅工作。 所有這一切，都是遺傳學以系統和變革的方式，應用於醫學的領域的成果展現。它不僅應用在瞭解疾病的病理學，而且還被用於追蹤疾病的傳播、治癒和預防。這種方法足以支撐所謂的「Natural Security自然安全」，也就是社會在面對因疾病、糧食、生物戰，或環境破壞所導致的風險時，可以具備更有韌性的抵御能力。 只要某些慢性病真的能夠被治癒，我相信藥品公司很快就會跟著調整。許多人過去總習慣把注意力集中在困擾富裕世界的慢性病上，如心臟病、癌症、代謝紊亂、神經退化性疾病等。如果藥物開發能夠改弦易轍，變成指導細胞去做什麼，那麼藥廠的商業模式將會被顛覆，醫療科學將迎來一個嶄新的未來。 我個人感覺，科技本身無法阻止流行病的蔓延，但阻斷疾病蔓延，卻需要系統和機構更廣泛而明智地使用科技。沒有好的系統，再好的科技也只能提供中等水平的治療結果，就像許多Covid-19測試和跟蹤計劃的徒勞無功顯示的那樣。這次疫情最大的貢獻就是告訴了我們：醫療科學確實擁有改善世界的能力和熱情。現在的我們急切需要這兩者，而且缺一不可。 Powered by Firstory Hosting

Lots of Slack news Slack now lets you DM anyone Slack is starting to roll out a new feature that lets anyone using the service DM each other.Announced back in October, Slack Connect DMs will let Slack users privately message employees outside of their company.This new DM feature builds on Slack's work with Connect, which started appearing last year.Slack quickly removes message invites in its new DM feature over harassment concernsThe company says in response to concerns the feature could be used to send abusive messages or harassment with relative ease, it's now disabling the option to send a message alongside an invite.Slack is getting new audio features Slack CEO Stewart Butterfield says the company will soon introduce new audio features; Slack CEO Stewart Butterfield said his company would soon add a range of audio features for all users of its work chat app.Terfield said that a feature for leaving audio messages, similar to a function available in messaging apps like Telegram, was available in a beta test.He also said that Slack would soon offer a feature akin to the audio-chat app Clubhouse, which allows users to drop into rooms for conversations without requiring scheduling a meeting or initiating a call.Terfield also said Slack would soon get an ephemeral video message feature commonly known as "Stories," similar to a message format originated by Snapchat and imitated by many, from Instagram to LinkedIn.Amazon has a poop problem The pandemic-induced boom in online shopping has come with an unhygienic side effect. The Intercept reports, Amazon's delivery drivers in the US often don't have anywhere to go to the bathroom during their shifts. Leaving them to pee in bottles or defecate in bags.Amazon, in a fight with Bernie Sanders on Twitter, said this an urban legendBut documents from The Intercept show management is aware of the problem. This story has some amazing passive aggressive emails from management to their drivers… Intel to Spend $20 Billion on 2 New Chip Factories in Arizona.Intel announced massive changes in its "Intel Unleashed: Engineering the Future" webcast last weekNew Intel CEO Pat Gelsinger announced plans for Intel to produce processors for other companies.There are three components of this vision; Intel's in-house manufacturing, Intel using third-party foundries for manufacturing, and the company's new Intel Foundry Services that will produce chips for other companies.Intel expects to build on its existing relationships with third-party foundries, which today manufacture a range of Intel technology - from communications and connectivity to graphics and chipsets.To deliver this vision, Intel is establishing a new standalone business unit, Intel Foundry Services, led by semiconductor industry veteran Dr. Randhir Thakur, who will report directly to Gelsinger.That's a major shift for Intel that could see the company making chips for some of its biggest... See acast.com/privacy for privacy and opt-out information.

The House tech hearings were a nothing burger, but I'll try to explain what that means for us. Apple is considering a more rugged Apple Watch. Slack is doing a Clubhouse clone and… stories. WeWork is back, with a SPAC. And of course, the weekend longreads suggestions.Sponsors:EditorX.comThoughtWorks Technology PodcastLinks:Yes or no: Are these tech hearings doing anything? (The Verge)Apple Considers Launching Rugged Watch for Extreme Sports (Bloomberg)Slack is getting new audio features (Protocol)WeWork Agrees to SPAC Deal That Would Take Startup Public (WSJ)Weekend Longreads Suggestions:Intel Unleashed, Gelsinger on Intel, IDM 2.0 (Stratechery)The long, complicated, and extremely frustrating history of Medium, 2012–present (NeimanLab)Microsoft CEO Hunts Anew for Creator Hub After TikTok Bid Fails (Bloomberg)The fuss about BitClout (Axios)Crypto social network BitClout arrives with a bevy of high-profile investors — and skeptics (TechCrunch)Analysis: Money no object as governments race to build chip arsenals (Reuters)Buffer overruns, license violations, and bad code: FreeBSD 13's close call (ArsTechnica)VC Firms Have Long Backed AI. Now, They Are Using It. (WSJ)The Hard Truth About Bitcoin's Energy Consumption (Decrypt)Mac OS X Turns 20: A Look Back at the Operating System That Helped Save Apple (PCMag)Subscribe to the RideHome+ Feed at: tech.supercast.techSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

一週財經聚焦 一、2月15日，英特爾宣佈Pat Gelsinger接任CEO。 美國半導體巨頭Intel近年來面臨晶片製程落後，PC處理器市場AMD來勢洶洶，顯卡市場被NVIDIA拋在腦後，甚至7奈米製程研發也被延宕。英特爾會有什麼新動作？對台灣護國神山群有什麼影響？全球半導體又會何去何從？ 國際媒體相關報導 ●The Economist經濟學人，商業板塊第二篇：《Can Pat Gelsinger turn Intel around?》(Pat Gelsinger能不能反轉Intel)；小標：《The giant chipmaker's new boss has his work cut out》(這個晶片巨擘新老闆必須先做減法) ●Bloomberg彭博商業週刊：《Intel Tumbles After New CEO Recommits to Chip Manufacturing 》(英特爾在宣佈重回晶片製造後股價大跌) Gelsinger表示，2023年大部分的晶片將在Intel工廠生產；CFO認為，筆記型電腦的強勁需求將在2021年上半年出現。 ●FT倫敦經金融時報：《The risks from a dash to chip nationalism》(從衝擊到晶片民族主義的風險)；小標：《The global shortage has deepened anxieties about national security》(全球短缺，加劇了人們對國家安全的憂慮) 分析解讀 很少企業能夠像今天的台積電一樣享盡光環，它不僅成為地緣政治強權爭取的對象，也成為台灣的護國神山。但對台積電而言，是好是壞、是利是弊，恐怕現在尚無人可說得準。 2月15日，英特爾新任執行長Pat Gelsinger正式上任，外界對於這位曾在Intel效力30年、第一代的CTO紛紛寄予厚望。實際上，Pat Gelsinger能否帶領英特爾重振雄風，也攸關了美國能否守住在半導體領域的創新霸主地位。 我說了好幾次，當我們因為半導體產業短缺而沾沾自喜時，一定要知道，疫情過後，全世界即將迎來的區域化發展以及半導體自主權爭奪戰，正方興未艾。在眼前晶片嚴重短缺之際，英特爾很可能藉機重新形塑自家的潛力，向美國政府強調，該公司扮演著制衡亞洲晶圓代工業者的重要角色，以捍衛國安與美國創新領導地位。我相信，英特爾會尋求擴大製造規模與製造品項，向同業提供晶片產能，甚至尋求解決製程問題。 首先，英特爾可以要求台積電擴大在美製造，因為繼續增加委交給台積電、聯電或三星等亞洲晶圓代工業者的生產，勢必會引發美國商務部、國安機構與貿易組織的關切。如果有人提議，美國政府應該為半導體業者擴張提供補貼，以做為強化美國晶片產能的方式之一，並創造高薪就業機會，那麼美國商務部等機構可能會快速讓英特爾與同業的擴張計畫通關。 在這種狀況下，台積電或三星可能會被迫選擇併購，或在美國建立晶圓廠，藉此平衡在亞洲的產能。 第二，英特爾重振一旦被定位為「對東亞晶片霸權崛起，進行地緣政治的制衡」，則英特爾的先進製程就會得到支持，並想方設法取得成功。這樣一來，可以為那些尋求降低對台積電曝險的公司，擴大在美國本土的晶片生產。即便現在英特爾在很多方面仍不如台積電，但很可能因為美國政府的補貼而成長。 另外，蘋果、亞馬遜、Google、AMD、高通和輝達，都可能為支持提升美國的先進生產能力提供金援，藉此降低對台積電的依賴。一旦這些美國科技大廠達成共識、抱團取暖，對台灣怎麼會沒有影響？ 還有，川普在任內把供應鏈武器化，破壞各國間依據商業原則運作的基本信任。但另一方面，各國還有一個更恐怖的發現是：對半導體，他們竟是如此的缺乏。 幾乎所有國家都會被美國一指就掐死，看看中國固然手機生產威風八面、半導體設計看似先進、晶圓代工也已發展十多年，但沒有核心技術與生產能力，還是被美國一掐就死。即使是歐洲、日本這些美國的盟邦，回頭盤點自己手上擁有的半導體技術與製造能力，大概都會打寒顫。 即使是坐擁大部份核心技術、擁有眾多半導體生產能力的美國，也發現最先進的生產能力不在手上，所以歐盟啟動半導體計劃，日本有意找聯電或台積電去投資設廠，中國更是大手筆投資要強化半導體自主能力，避免再被美國「卡脖子」。 未來，不只Apple這種大公司想要自製晶片，包括亞馬遜、Google等也都有類似計畫。無論如何，迄今美國仍在晶片設計上具有主導地位；荷蘭 ASML 則壟斷最好的半導體設備；日本則是關鍵化學、設備主要供應商。台積電必須想辦法鞏固自己的領先地位。 半導體的民族主義以及自主權爭奪戰已經不可避免，美國共和黨籍聯邦眾議院議員 Michael McCaul正與參眾兩院國會議員合作，優先考慮讓《為半導體生產建立有效激勵措施法案（CHIPS for America Act）》剩餘條款盡快通過。去年12月，歐盟17個成員國也簽署了《歐洲處理器和半導體科技計劃聯合聲明》，準備花費1450億歐元，用於半導體研究投資。而中國大陸去年10月發表的五年計畫（至2025年），將提撥1.4兆美元預算，資助包括半導體產業在內的科技業。 此外，台灣IC去年出口1225億美元，佔出口35.5%，成長率22%。但檢視其出口市場，大陸和香港佔61%，成長率近27%，是帶動IC成長的主力，集中度過高是IC產業的風險之一。 其次，去年台灣IC進口623億美元，用於內需和封裝測試後再出口，來源包括大陸、南韓、日本等亞洲國家佔76%，美、歐佔10%。IC進口和出口比值高達50%以上，顯示台灣是亞洲IC產業分工體系的一環，而非全球獨強。 另外，2018年日韓貿易摩擦，日本對南韓就氟化聚醯亞胺、光阻劑、高純度氟化氫三項IC製程關鍵特用化學品出口，取消優惠待遇，造成南韓半導體產業重大困擾。凡此種種，說明了在半導體產業生態體系的構建，台灣仍有許多待努力的重要節點。 在美國壓力之下，台積電已不得不前往亞歷桑納州投資設廠。這可能只是開端，半導體產業未來只會面對更激烈的競爭。 台灣產業本身也存在生態體系強化、研發投入誘因不足、政府科技投入縮減、人才欠缺、下游應用市場過於狹小等問題。鑒於半導體是科技發展和武器的關鍵，美、日、歐、大陸等無不以各種租稅、財政補助等優惠措施，積極促進本土產業發展，未來台灣半導體產業勢將面對艱困挑戰。台積電和半導體產業成為護國神山固是可喜，但懷璧其罪，也可能帶來危機。 二、2月19日，比特幣寫下5萬4182美元新高價位，貨幣總市值正式突破了1兆美元。 如果說美國的GameStop是 2021 年最狂妄的一隻股票，那比特幣就是春節期間最大的驚奇。我們看見一大群小散戶一夕暴富，熱血沸騰的金融大戲，變成只談股價無關價值的多空大激戰。這是金融市場靜悄悄的一場革命，年輕散戶對建制派下了戰帖，對日益擴大的貧富差距發出怒吼，「數位散戶」的力量，勢必將形塑投資市場的新生態，讓傳統金融走向另外一個新境界。 國際媒體相關報導 ●CNBC：《Yes, bitcoin could be the new GameStop》(是的，比特幣可能是新的Gamestop) ●WSJ華爾街日報：《The GameStop Short Squeeze Shows an Ugly Side of the Investing World》( GameStop的賣空，展示了投資世界的醜陋一面)；小標：《Short sellers are thick-skinned, but the nasty comments, insults and threats leveled at them feel like political fights, not investing differences.》(看空者通常很強悍，但批評他們的評論、侮辱和威脅，聽起來更像是政治鬥爭，而不是投資看法的差異表述。) ●New York Times紐約時報：《Palantir becomes an unlikely darling of the GameStop crowd》(Palantir成為下一個Gamestop) 分析解讀 春節期間，比特幣仍是全球漲幅最大的資產，就如過去一年一樣。截至2021年2月17日，一枚比特幣的價值，首度漲破51000美元。 也就在2020年3月，即全球疫情暴發之初，比特幣曾經大跌，一枚比特幣的價格最低跌至近3800美元。近11個月過去了，如今比特幣的上漲幅度超過了1200%。更可怕的昰，目前華爾街主流機構似乎認為這個「剛性泡沫」還可以更大。 我個人會把比特幣現象拿來和去年的特斯拉相比擬。為什麼？他們一樣代表新的商業模式，代表充滿想象空間的未來，更重要的是，它們佔據了那塊想象空間的龍頭角色。但比特幣還有另外一層的意義，就像特斯拉對傳統車廠的警示，比特幣可以當做傳統金融業的啓發。 曾經，金融科技Financial teck確實是近年來金融產業許多人在談的話題，但本來大多數金融科技企業正開始啟動，但疫情對於金融科技的發展，一下子起了推波助瀾的功效。 以美國為例，以前很多美國人習慣用支票、去銀行櫃台辦理業務、去保險公司的現場購買保單。但疫情爆發之後，很多人被迫把金融業務轉移到網上進行、實現移動支付等等。相信2021年，還會有大量實質性的金融、保險、投資、資產管理等業務，由傳統金融機構轉向科技化、數位化。 我們先看看2020年美國股市最大的意外事件--GameStop，它的成因包括免費券商平台興起、年輕人大量進入市場。這一年，免手續費券商羅賓漢崛起，羅賓漢以劫富濟貧的英雄命名，迎合當今社會貧富不均的氛圍。打著「奪回華爾街超收的手續費」口號（傳統券商交易一次需 30 美元），並且將金融交易遊戲化，加入許多量化操作模式，入門金額低、不收手續費，吸引大量年輕人加入，使用槓桿交易，才讓散戶大軍成功翻到了避險基金公司。 有人說他們成不了氣候，因為資金有限，我卻不這麼認為。隨著嬰兒潮世代(約40歲-60歲) 年歲已高陸續離世，把財富用遺囑的方式轉移給子女，在十年之內，下一代的財富可望增加兩倍。根據經濟學人估計，到2042年，預計千禧世代將繼承大約22兆美元的財富。 更多的金融企業並沒有做好準備，他們仍然對嬰兒世代的巨額財富虎視眈眈，假如這些資產管理公司希望繼續存在，他們應該盡快轉變思維，而不是繼續嘲笑著千禧世代，否則終有一天，他們會被千禧世代拋棄。 從特斯拉股價一路暴衝到GameStop的炒作過程，就是一種「劫富濟貧」，是一種商業模式的改朝換代。更多的年輕人加入了市場，帶動了更頻繁的交易、更多的槓桿，造就無國界的投資，還有理財書籍的暢銷等。台灣也一樣，年輕人大舉投入量化、高頻率交易，熱門股的當沖比率也高達五成到七成，每家券商開始想方設法拉攏年輕人開戶。 所有這些，都可視為散戶的反撲，也反應出金融市場制度的不合理、定價的荒謬。重要的是，大型金融機構不再能呼風喚雨，天之驕子也有掉進臭水溝的一天。而在此之前，早有許多傳統投資圈認為「荒謬」的事件存在，其一是各國央行大量QE（量化寬鬆），將利率降至零，任由資金氾濫成災；其二，或許是比特幣之類的虛擬貨幣。 當然，我無法鐵口直斷未來會發生什麼事。經過GameStop、特斯拉、比特幣到Palantir，年輕的散戶大軍已經越來越有自信以及戰略；但這些事情也都告訴我們，這個世界錢太多了！ 加上社群媒體可以輕易召喚狂熱的群眾，各類槓桿交易越來越方便，他們甚至不為了賺錢，只為了出一口氣，或者支持某一種理念。這次的軋空大戲像是靜悄悄的革命，對建制派下戰帖，對日益擴大的貧富差距發出怒吼，「數位散戶」的力量將形塑投資市場的新生態，傳統金融市場一定要提高警覺。 《經濟學人》總評 封面故事 這期《經濟學人》的封面設計充滿了巧思，整個畫面一眼望去好像是美國國旗，但你仔細看，上面既有風力渦輪發電機，還有著一排排紅色的太陽能發電板、輸電塔以及水力發電機組。上面兩排黑色字體，大字寫的是「America's better future 」(美國的更好未來)；小字則是「No carbon and no blackout s」(不再碳排放，也不再斷電)。 《經濟學人》這次共用了六篇文章，嘗試從美國能源市場的改革計劃，帶我們看清楚全球氣候變化危機的迫在眉睫。 確實，美國能源系統的改革規劃，在未來幾個月會提交國會，拜登也表示，他希望在2035年前能夠停止化石燃料的發電以及排放，甚至在2050年之前成功實現碳中和。而美國現在不僅是全球第二大的排放國，還是全球與氣候有關的政策、科技以及未來領導力的可能依據。華盛頓即將展開的規劃議程，將為美國的未來十年，乃至更遠的將來樹立方向。 這場冬季風暴不僅導致了德州的停電，還揭示了美國能源基礎設施的嚴重缺陷。時間比想象還緊迫，氣候變化對人類的影響比想像的大，所以我們必須盡快想辦法應對。 Powered by Firstory Hosting

英特爾即將上任的 CEO Gelsinger 預言，英特爾將重返晶片製造的領導者地位。在這集中將會有10個片語和單字，其中會有五個單字是多益考試常出現的單字。長期聽編輯講英文的同學可以透過有趣的新聞來學習多益字彙吧。 文字稿：http://bit.ly/39iVDen 洪欣老師的 英文正音女王教室 線上課程 原價 4990 編輯講英文聽眾獨家折扣碼：EZTPODCAST 輸入折扣碼 原價 6折後即折 300元 http://www.ezcourse.com.tw/course/2tqjVc4Pow58uzc9Lo9q 折扣碼使用期限：2021/2/28 新聞來源：https://www.cnet.com/news/intel-will-reclaim-its-chipmaking-lead-incoming-ceo-gelsinger-predicts/

Confirmada la noticia del retorno de Pat Gelsinger como CEO de INTEL, se genera un aumentó inmediato en sus acciones a más de un 7%, iniciando la recuperacion de la marca despues de la caida que sufrio en 2020, a pesar que en un comunicado de prensa, Intel informara que el movimiento "no está relacionado con el desempeño financiero de Intel en 2020".

Intel's new CEO is spooked by Apple's M1 chipLast week, CES announcements were dominated by laptops running chips from AMD and ARM. Intel was still inside many PCs and laptops, but the headlines went to Intel's rivals… Amid the cover of CES, Intel's CEO resigned. Intel's new CEO, Pat Gelsinger doesn't start his new role until February, but he attended an all hands meeting yesterday where he told Intel employees “We have to deliver better products to the PC ecosystem than any possible thing that a lifestyle company in Cupertino [makes]. We have to be that good, in the future.”It's a noble goal, but feels like one of those quotes that could haunt Gelsinger to his grave… Speaking of Apple's M1 Chips… Apple rumour king, Mark Gurman had a raft of Apple product rumours over the weekend, involving said M1 chip Gurman says we can expect to see new M1 based iMacs in the coming months, with smaller bezels and a more streamlined look, based on a more powerful variant of the M1 chip That new chip is also expected in new 14” and 16” Macbook Pros - but for Apple fans the big news is Gurman expects these laptops to reintroduce Magsafe, and ditch the controversial touchbar. Finally, Gurman predicts a new mini Mac Pro and to go with it, a new retina monitor with a more realistic price point, than the current $8k XDR display Mac fans have commented and tweeted that this all sounds “too good to be true”... Your smartwatch knows you have covid before you do Smartwatches that continuously measure users' heart rates, skin temperature and other physiological markers can help spot coronavirus infections days before an individual is diagnosed.Devices like the Apple Watch, Garmin and Fitbit watches can predict whether an individual is positive for COVID-19 even before they are symptomatic or the virus is detectable by tests, according to studies from Mount Sinai Health System in New York. A separate study from Stanford, in which participants wore a variety of different activity trackers from Garmin, Fitbit, Apple found that 81% of coronavirus-positive participants experienced changes in their resting heart rates up to nine and a half days prior to the onset of symptoms.Experts say wearable technology could play a vital role in stemming the pandemic and other communicable diseases.And finally, it's not even news at this stage, but Covidsafe did not detect a single case during the recent Christmas clustersThis period includes the South Australian Parafield outbreak starting in mid November, clusters in NSW on the Northern Beaches and Berala, and community transmission cases in Victoria.A spokesperson for The Department of Health and Human Services (DHHS) Victoria said that from 14 November, out of the 14 cases that had the app, it identified zero new contacts through the COVIDSafe data._________If you have questions or comments for the show, you can find us on Twitter @peterwells and @tessbennett - or leave us a review on Apple Podcasts with feedback. Thanks for listening, and we'll speak to you tomorrow See acast.com/privacy for privacy and opt-out information.

SDxCentral 2-Minute Weekly Wrap for Jan. 15, 2021 Plus, Cisco pays up for Acacia, and Lacework scores a big Series D funding roundIntel lures Pat Gelsinger to replace retiring CEO Bob Swan; Cisco coughs up more for Acacia; and Lacework collects cash to battle Palo Alto Networks. VMware CEO Pat Gelsinger Set to Flee for Intel Gelsinger's Departure ‘Bad News' for VMware Can Favorite Son Pat Gelsinger Save Intel? Cisco Will Pay Acacia $4.5B in On-Again Acquisition Acacia Countersues Cisco Over $2.6B Merger Gone Bad Cisco Fights Termination of $2.6B Acacia Deal Lacework Scores $525M in Security Battle Against Palo Alto Networks Learn more about your ad choices. Visit megaphone.fm/adchoices

Voici l'épisode 288 du podcast web et tech pas comme les autres. Les technos c'est une revue de presse hebdo concoctée par nos chroniqueurs qui ont à cœur de choisir leurs infos sur d'autres critères que le sens du courant. Il est donc question cette semaine de DarkMarket (La plus grande place de marché illégale du monde), Du CES 2021 (Le plus grand salon technologique dématérialisé du monde), Socialarks (La startup chinoise victime de la plus grosse fuite du monde). Vous l'avez compris, on est dans la démesure la plus totale. On causera aussi de bannissement, de changement pour Signal, de start-up belge,... N'hésitez pas à réagir, à partager ou à commenter cet épisode. N'oubliez pas de vous abonner si ce n'est pas encore le cas. Bonne écoute !C comme CES 2021 (00:03:48)L'avis de Thierry Weber.A comme Amazon (00:17:56)Amazon banni une série de produits de son store. un autre "vilain" précédent? (source, source)D comme Darkweb (00:27:02)DarkMarket, c'est fini. (source)I comme Intel (00:31:42)Intel change de CEO. (source)M comme Messagerie (00:37:27)Bye bye WhatsApp. Welcome Signal & Telegram. (source, source, source)N comme Nationalisation (00:46:49)Alibaba deviendrait une entreprise publique? (source)R comme Réseaux sociaux (00:52:44)Grosse fuite de données chez Facebook, Instagram et LinkedIn. (source)S comme Start-up (01:00:49)Sunrise récompensée au CES 2021. (source)W comme Wéménon (01:08:26)La suite du retour du hack du Wéménon. (source) Voir Acast.com/privacy pour les informations sur la vie privée et l'opt-out.

In episode 2 of the Faster to the Future podcast, industry analyst Maribel Lopez joins VMware CEO Pat Gelsinger. They discuss the business, culture and digital transformation needed to support the massive shift to remote work brought on by the pandemic.

In the first episode of the Faster to the Future podcast, VMware CEO Pat Gelsinger and IDC's Matt Eastwood have a candid conversation about the impact of the COVID-19 pandemic and how the technology industry is transforming to support new business and customer needs.

Today's guest is VMware CEO Pat Gelsinger. We discuss a variety of topics, ranging from the impacts of work from home on one's business and personal life, to how Tanzu will shape the future of software development.

VMware CEO Pat Gelsinger on how 5G and connectivity services will boost innovation and productivity in the post-Covid, remote workplace.

Don Kroah invites Pat Gelsinger, CEO of VMware. They discuss the upcoming purposeful free online leadership speaker series at Workforce Ministries on June 5th.See omnystudio.com/listener for privacy information.

SDxCentral Weekly Wrap for Sept. 20, 2019 Plus, Cloudflare's stock soars on Wall Street debut, and executives tamp down 5G expectations Kubernetes is central to the VMware-IBM rivalry; Cloudflare's IPO scorched Wall Street; and 5G gets a reality check. VMware CEO: IBM Paid Too Much for Red Hat Cloudflare IPO Scorches Wall Street AT&T, Sprint, and Cisco Execs Throw Cold Water on 5G Full Weekly Wrap Transcript Today is September 20, 2019, and this is the SDxCentral Weekly Wrap where we cover the week's top stories on next-generation IT infrastructure. VMware CEO Pat Gelsinger said rival IBM paid too much for Red Hat and its OpenShift Kubernetes platform. He then added that when it comes to Kubernetes his company has better assets. Gelsinger made those stinging comments during a recent investor conference, where he also stated that VMware was raking in nearly $2 billion from its SDN operations. The pointed jab at rival IBM highlights the increasingly competitive nature of the Kubernetes-focused ecosystem that has been central to a number of big financial deals over the past year. IBM paid a company record $34 billion to acquire Red Hat, which has made a name and business for itself in the open source software and growing Kubernetes market. However, VMware itself has also spent billions of dollars on similar properties. That includes its recent $2.8 billion purchase of sister company Pivotal, with both companies operating under the Dell EMC umbrella. VMware has also acquired Kubernetes-focused companies Heptio and Bitnami. Gelsinger noted that those combined assets better position his company in the space and that it accomplished that positioning at around one-tenth of the price of what IBM paid. Content delivery network powerhouse Cloudflare lit up Wall Street with an initial public offering that generated $525 million for the company and gave it a nearly $4 billion valuation. The firm's IPO was initially priced at $12 per share before spiking to $15 per share just ahead of its listing. Investors quickly gobbled up the 35 million shares offered with that interest sending the stock price up an additional 20 percent shortly after its debut. Cloudflare is best known for its CDN services with its IPO paperwork citing support for more than 20 million internet properties. It also has a stake in both cloud and security and said it blocks 44 billion cyberthreats per day. In that filing it also said it competes against companies like Amazon, Cisco, and Oracle. However it also directly competes against CDN firms like Akamai, Limelight, and Fastly. Cloudflare reported $129 million in revenues for the first half of this year, which was a 48-percent increase compared to the first half of 2018. However, it continues to operate in the red with net losses of $37 million through the first ha... Learn more about your ad choices. Visit megaphone.fm/adchoices

We are in a new message series called LifeWork, where we talk about how our career and our calling intersect. This week we have WMware CEO, Pat Gelsinger, who shares how we can effectively be Christians at our places of work. We would love for you to join us at either of our locations in Green Valley or San Francisco: Green Valley Middle School 1350 Gold Hill Road in Fairfield Sundays at 8:45am and 10:15am San Francisco 655 De Haro St in San Francisco Sundays at 10:30am *********************************************************************** For more information about Experience Church, follow us at the links below: Web: www.exp.church Instagram: @exp.church Facebook: www.facebook.com/ExperienceChurchSF