Podcasts about GlobalFoundries

What happens when a single lost network packet can disrupt hours of manufacturing? Recorded at Cisco Live, this episode features John Hoenemier, Director of Network Security Operations at GlobalFoundries, one of the world's leading semiconductor manufacturers. While most people think about microchips only when they buy a smartphone, laptop, car, or connected device, the reality is that modern life depends on a vast ecosystem of manufacturing facilities operating around the clock with extraordinary levels of precision. During our conversation, John explains why semiconductor manufacturing is one of the most demanding operational environments in the world. Production runs continuously throughout the year, and even minor disruptions can have significant consequences. In this environment, the network serves as the digital nervous system of the factory floor, connecting equipment, systems, data, and people in real time. We discuss the challenges of maintaining resilience in an environment where downtime is rarely an option. John shares how visibility, observability, security, and automation have become increasingly important as manufacturing operations grow more connected and more dependent on digital infrastructure. The conversation explores what happens when connectivity is interrupted and why reliability remains one of the most important measurements of success. We also examine the growing role of AI, operational intelligence, and unified management platforms. John explains why bringing together data from multiple systems is helping teams make faster decisions and why technologies such as Cisco Cloud Control are generating so much interest among infrastructure leaders. Along the way, we discuss cybersecurity, identity management, observability, and the unique realities of protecting highly distributed manufacturing environments. Despite operating in a very different industry, many of the challenges GlobalFoundries faces are remarkably familiar to technology leaders everywhere: balancing innovation with reliability, improving visibility, and finding ways to manage increasing complexity. What stood out most was the reminder that behind every AI application, cloud service, connected device, and modern technology platform sits a manufacturing ecosystem that must operate with extraordinary consistency and precision. As industries become increasingly connected, how important will resilient digital infrastructure become to the products and services we rely on every day?

Er is een interessante doorbraak bereikt in de Europese chip-sector, door de Delftse chip-ontwikkelaar Qualinx, die daarvoor samenwerkt met chip-producent GlobalFoundries. Mede dankzij Europese chipsubsidies kan zowel de ontwikkeling als productie van hun chips (bij Qualinx zijn dat ontvangers van draadloze signalen, zoals GPS, via een energiezuiniger digitaal systeem) volledig in ons werelddeel plaatsvinden, zonder afhankelijkheid van de VS of Azië. Joe van Burik vertelt erover in deze Tech Update, waarin je ook Tim Allemeersch, Senior Director Customer Success bij Qualinx, aan het woord hoort.See omnystudio.com/listener for privacy information.

On today's episode of the Smashi Business Show, Abdul Majid Awan breaks down four major stories shaping business across the region. We look at why the Trump-backed Gaza reconstruction board remains stalled despite billions in pledges, Bahrain's Mumtalakat reporting an 87 percent jump in earnings driven by McLaren and Alba, the UAE's trade response to regional disruption as outlined by Dr. Thani Al Zeyoudi at GLOBSEC Forum 2026, and Mubadala raising nearly $2 billion through the sale of GlobalFoundries shares. From sovereign wealth to geopolitics and global trade, here's your essential roundup of the day's top business headlines.  Newsletter: https://lnkd.in/dAkTDhJ6WhatsApp: aug.us/40FdYLUInstagram: aug.us/4ihltzQTiktok: aug.us/4lnV0D8Smashi Business Show (Mon-Friday): aug.us/3BTU2MY

- CHIPS Act awards for Quantum Tech - IBM foundry for superconducting quantum - Global Foundries factory for various quantum modalities - NSF X-Labs, other initiatives - Emergence of what might be called a National Discovery Infrastructure - Cerebras IPO - IPO Mania: SpaceX, OpenAI, Anthropic - ~$650B: Just 4 hyperscalaers's announced AI investments for 2026 - Intel + Tenstorrent acquisition rumors and implications [audio mp3="https://orionx.net/wp-content/uploads/2026/05/HPCNB_20260525.mp3"][/audio] The post HPC News Bytes – 20260525 appeared first on OrionX.net.

Back in 2010, author Ian Bremmer warned “We are no longer in a global, free-market economy. There are now two systems out there. There is a free-market system, largely in the developed world. There is a state-directed capitalist system in China, Russia and the Persian Gulf. The systems are mutually incompatible. When your principal actors are multinational corporations in the private sector and they rely for their growth on unfettered access to global markets, and state capitalist systems don't do that, you are going to have a problem. And we are just at the beginning of that problem.” Here in 2026, that is starting to look like a prophecy that is now being fulfilled under Donald Trump with the rise of state-directed capitalism, the antithesis of America First. That warning shot to Trump's ear back in 2024 at the rally in Butler, PA, is now paying big dividends for the Deep State.“And the devil, taking him up into an high mountain, shewed unto him all the kingdoms of the world in a moment of time. And the devil said unto him, All this power will I give thee, and the glory of them: for that is delivered unto me; and to whomsoever I will I give it. If thou therefore wilt worship me, all shall be thine.” Luke 4:5-7 (KJB)On this episode of the Prophecy News Podcast, 16 years ago Ian Bremmer warned that the world was no longer operating under one global free-market system. He said there were now two systems: the free-market system of the United States and other western nations, and the state-capitalist system of China, Russia, and the Persian Gulf. Sixteen years later, under Trump, America is not merely confronting that system, Washington is busy adopting it. Government equity stakes, national-security industrial policy, strategic corporate ownership, and taxpayer-backed national champions are exactly the mechanics of state-directed capitalism. The latest reports say the Trump administration is moving beyond traditional grants, loans, and tax credits and is now taking direct equity stakes in strategic companies. Today's reporting says the Commerce Department is backing a roughly $2 billion quantum-computing initiative involving equity stakes or minority-investment arrangements across companies including IBM, Intel, US Steel, GlobalFoundries, Quantinuum, PsiQuantum, Atom Computing, Rigetti, D-Wave, Infleqtion, and Diraq. State-directed capitalism is ripped straight out of the Council on Foreign Relations playbook going back as far as 2016 when Trump first became president. The global economic model is shifting under our feet. The same state-capitalist machinery once associated with China and Russia is now being repackaged in America with patriotic language and labeled as ‘America First'. This is where we are on Day 2,258 of 15 Days To Flatten The Curve!

Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, and Reflection.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Die Wall Street eröffnet nach den Verlusten der letzten Tage erneut schwächer, wobei vor allem Technologiewerte unter Druck stehen. Belastend wirken weiter steigende Renditen am US-Anleihemarkt, mit den Renditen der 10-jährigen Staatsanleihe bei 4,62% und damit auf den höchsten Stand seit Februar 2025. Gleichzeitig sorgen die Unsicherheit rund um Iran sowie anhaltende Inflationssorgen für Nervosität. Zwar hatte Donald Trump einen offenbar geplanten Angriff auf Iran kurzfristig gestoppt, die Märkte bleiben aber angespannt, da jederzeit neue geopolitische Eskalationen drohen. Im Fokus stehen heute Home Depot nach soliden Quartalszahlen und bestätigtem Jahresausblick sowie Google und Blackstone, die mit einem neuen KI-Cloud-Joint-Venture direkten Konkurrenzdruck auf CoreWeave auslösen. Die Aktie verliert vorbörslich deutlich. Auch Halbleiterwerte stehen im Mittelpunkt: Nvidia, AMD, Broadcom, Marvell und GlobalFoundries erhalten teils kräftige Kurszielanhebungen von Evercore und HSBC mit Verweis auf den anhaltenden KI-Boom und steigende Nachfrage nach Inferenz- und Rechenkapazitäten. CrowdStrike profitiert ebenfalls von positiven Analystenkommentaren, während Meta laut Reuters einen Stellenabbau von rund 10% plant. Insgesamt bleibt die Marktstimmung fragil: starke KI-Fantasie trifft auf steigende Zinsen, hohe Ölpreise und wachsende geopolitische Risiken. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street eröffnet nach den Verlusten der letzten Tage erneut schwächer, wobei vor allem Technologiewerte unter Druck stehen. Belastend wirken weiter steigende Renditen am US-Anleihemarkt, mit den Renditen der 10-jährigen Staatsanleihe bei 4,62% und damit auf den höchsten Stand seit Februar 2025. Gleichzeitig sorgen die Unsicherheit rund um Iran sowie anhaltende Inflationssorgen für Nervosität. Zwar hatte Donald Trump einen offenbar geplanten Angriff auf Iran kurzfristig gestoppt, die Märkte bleiben aber angespannt, da jederzeit neue geopolitische Eskalationen drohen. Im Fokus stehen heute Home Depot nach soliden Quartalszahlen und bestätigtem Jahresausblick sowie Google und Blackstone, die mit einem neuen KI-Cloud-Joint-Venture direkten Konkurrenzdruck auf CoreWeave auslösen. Die Aktie verliert vorbörslich deutlich. Auch Halbleiterwerte stehen im Mittelpunkt: Nvidia, AMD, Broadcom, Marvell und GlobalFoundries erhalten teils kräftige Kurszielanhebungen von Evercore und HSBC mit Verweis auf den anhaltenden KI-Boom und steigende Nachfrage nach Inferenz- und Rechenkapazitäten. CrowdStrike profitiert ebenfalls von positiven Analystenkommentaren, während Meta laut Reuters einen Stellenabbau von rund 10% plant. Insgesamt bleibt die Marktstimmung fragil: starke KI-Fantasie trifft auf steigende Zinsen, hohe Ölpreise und wachsende geopolitische Risiken. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

What if the thing you struggle with most could become your greatest strength? In this episode, I sit down with Dennis Szymanski, a semiconductor engineer who has lived with a stutter his entire life and learned to manage it through a powerful mix of science, self-awareness, and holistic living. Dennis shares how his journey through speech therapy, stress management, and personal growth shaped both his mindset and his career in nanoscale engineering and compound semiconductors. You will hear how early support, resilience, and curiosity helped him move from struggling to speak to confidently presenting, creating, and even writing a children's book. I believe you will find this conversation inspiring as it shows how challenges can guide you toward purpose, clarity, and an unstoppable mindset. Highlights: 00:10 Learn how early support and environment shape confidence and long term growth 09:43 Understand what it means to live with a stutter and manage it daily 11:10 Discover why the root cause of stuttering is still not fully understood 35:07 Learn how speech therapy has shifted toward treating the whole person 47:32 Understand how stress directly affects speech and performance 56:01 Discover how creativity and purpose come together through writing and innovation About the Guest: Hello everyone! My name is Dennis Szymanski, and I was born and raised on Long Island, New York. Over the course of my life, I have moved 11 times up and down the East Coast of the U.S., meeting many people and having amazing experiences, all the while working on my relationship with my stutter. I currently embrace my inner beach bum and reside in a sleepy North Carolina beach town with my girlfriend Samantha and Lennie the turtle. I have spent the better part of my academic and professional career in the semiconductor industry. I hold a Ph.D. in Materials Science and Engineering from North Carolina State University and currently work as a Product Engineer for a U.K. semiconductor manufacturing firm. In my personal life I enjoy playing disc golf, reading, playing the trumpet, yoga, entrepreneurship, public speaking, and any water sport you can imagine. The beach has always been, and forever will be, my home, my place of peace and solitude, a place to "Be As You Are". As a stutterer, I have practiced the physical art of communication ever since I have been able to talk. As a trumpet player, I understand the power of controlled breath. As an Engineer, I always strive to dig deeper. As a communicator, I believe it is all about connecting with people. As a human being, I endeavor to live a holistic life, where each facet compliments the others. My stutter made me a better engineer, just like my understanding of controlled breath as a trumpet player has made me a better communicator. I find myself to be a lifelong learner, believing that there is room for constant improvement even if, somewhat ironically, the area for necessary improvement is my (in)ability to rest and recharge. I love to travel and take much of my inspiration from the world around me. A change of scenery, pace, environment, and/or people is almost always welcomed in my life. No matter if I am out on the surfboard, generating an engineer data sheet, or giving a talk on stage, I live my life by once simple sentence: “It is all about the people.” Ways to connect with Dennis: website link is www.drdennyeddie.com LinkedIn: https://www.linkedin.com/in/dennisszymanski/ TikTok: https://www.tiktok.com/@drdennyeddie Instagram: https://www.instagram.com/drdennyeddie/ Facebook: https://www.facebook.com/dennis.szymanski.35 About the Host: Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog. Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards. https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/ accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/ https://www.facebook.com/accessibe/ Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset . Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. Transcription Notes: Michael Hingson  00:04 What if the biggest thing holding you back isn't what's in front of you, but rather what you believe Welcome to unstoppable mindset where inclusion, diversity and the unexpected meet. I'm your host. Michael hingson, speaker, author and advocate for inclusion and possibilities, this podcast explores how the beliefs we carry shape the way we live, lead and connect with others. Each week, I talk with people who challenge assumptions, face adversity head on and show what's possible when we choose curiosity over fear. Together, we focus on mindset resilience and the small shifts that lead to meaningful change. Let's get started. Well, howdy, once again, everyone and welcome to another episode of unstoppable mindset. It is a wonderful time here. We're recording this just a couple of days before Thanksgiving, and I especially give thanks for the fact that I get to join all of you and do these podcasts. So I want to thank you all for being here, and I want to thank our guest, Dennis Edward Szymanski, we're going to stick with Dennis, but we really appreciate you being here. And Dennis is involved with semiconductors. He lives life to the fullest. We were just talking before we started about his turtle. Lenny the turtle, he can he can talk about that if he wishes. And he also has some other interesting things that I'm looking forward to chatting about since he brought it up, and that is that he is, among other things, or he was, a stutterer, and so he lives with his stutter. He now lives in North Carolina on a beach, so it's his inner beach bum that he is supporting anyway. Dennis, without all without going in any much more detail about any of this, welcome to unstoppable mindset. We're glad you're here, Dennis Szymanski  02:15 Michael, not just because it's Thanksgiving. I am very grateful and thankful to be here with you, to have met you, as well as to be here with all the guests on unstoppable mindset and all the listeners to us, whether you're watching listening, it's great to be here and happy to have this great discussion here with you today. Michael Hingson  02:36 Well, we're glad you're here, and this will I'm looking forward to it. This will be a lot of fun. Why don't we start with kind of the early Dennis. I don't always start that way. Start with kind of the early growing up person, and let's go from there. Dennis Szymanski  02:50 Of course, I think a good place to start a lot of the time is the beginning. So I I'm a New Yorker, born and raised on Long Island to two very loving parents who have been supportive throughout all of my endeavors, from supporting me and my stuttering journey to encouraging me to pursue other outlets like music, encouraging me to stick to my academics and and even supporting my love of pets, which, as you alluded to, I have a turtle right now. Her name is Lenny, but she she is one of many dogs, lizards, hamsters, ferrets, chinchillas, birds. We've had a lot of pets growing up, and you know that that has informed, actually a lot of my current worldview, but we can, we can get to that later. Michael Hingson  03:45 What does your girlfriend think about all that? Dennis Szymanski  03:48 Well, my girlfriend is a four legged pet woman herself staying outside of tanks. That's, that's one of her remits. So Lenny, we got to realize our shared dream, me, my girlfriend, and Lenny of getting Lenny out of the house, out of the tank and into a pond in the backyard of my home here on the coast of North Carolina. So we're all happy. It's, it's been a, it's been an amazing summer. They are getting us all out of the house. So that's a good thing. You know, she's she's very supportive of of Lenny. We, we had two dogs together. Unfortunately, they were old and have since passed on. But we're planning to get some some, some new four legged friends down the line. And we are even in the process of courting, adopting a stray cat that is hanging around our our neighborhood. So it's a nice it's a nice middle ground there not as much responsibility as a dog, you know, a stray cat, but still the potential for the companionship and for the routine and for taking care of something that I know we. Both miss being absent dogs. Not that Lenny doesn't take taking care of it's just a different companion, yeah, different kind of pet Michael Hingson  05:10 we we have my guide dog, Alamo, and as listeners know, we also have stitch, the cat, who will be 16. We think in January, we rescued her. We think at about the age of five, family didn't want her, and they said, Take her to the pound. And we said, No, we'll find her a home. And along the way, I happened to ask what the cat's name was, and they told me that the cat's name was stitch. And I knew this cat wasn't going to go anywhere, since Karen had been a professional quilter since 1994 so quilters aren't going to give up an animal named stitch. Dennis Szymanski  05:44 No, too, too many coincidences there to just not, not go ahead with stitch. Yeah, so, Michael Hingson  05:53 so stitch is with us. Dennis Szymanski  05:55 We, we, we think a very similar way all the pets that I had, I actually never had a cat that was my own, just parents were allergic. Sister was allergic, things like this. Brother was allergic. But when our most recent dog passed, we noticed that this cat started coming around at a very at only a few weeks before he passed. So we think that they had a little bit of a conversation to say that, you know, a little changing of the guard, a proper handoff, if, if you will. So we're looking forward to having our tuxedo cat, which we named very appropriately and affectionately tuxy. We're unsure if it's a boy or a girl, yet. So we went with tuxi butcher, straying back from, from, from the original topic, coming back on, yes, the stray cat pun was somewhat intended. I get it born and raised, Long Island, New York. I left there when I was 17 out of high school to pursue my undergraduate degree in engineering, I stepping back a little bit. My father's a insurance agent, but a serial entrepreneur. He cut his teeth in the insurance industry, but now is heavily involved in a cybersecurity startup. So a man who wears many hats, and my mother is in it. So my first desk job, if you will, was in computers, and that kind of led me down the path of some sort of engineering related to computers. So I went up to the colleges of nanoscale science and engineering up in Albany, New York, for those familiar with the SUNY system, it's a State University in New York up in Albany, where I did four years there, and I studied nano scale engineering, which is a fancy way to say material science, with a focus in semiconductors, which led me to take my first job in industry while I was actually still getting my undergraduate degree, which bolstered my decision to continue on down here to North Carolina. I actually took my first step down in Raleigh as a PhD candidate at NC State, where I studied material science and engineering as well. And two things I've always you know, kept close is the love of business as it relates to technology. So I have a minor in business from my time in undergrad, as well as I took several MBA courses and got a technology Entrepreneurship Certificate from from NC State. So I take the business and the technology. I've married those into a career here as a product engineer for a compound semiconductor manufacturer, all of which we can get into a little bit more. But the other love that I keep close and have recently had a renaissance in my life, is my love of music. I was actually faced with a choice of music or engineering back when a lot of us started to apply to college or university at that time in their life, in high school, and I chose the engineering route, but but always kept the love of music. It was my first paying job, playing in a gig, playing gigs in bars when I was younger and right now I actually, like I said, I'm having a renaissance. I took a little bit of a hiatus while life got busy in grad school and getting my feet under me in the corporate world, taking my first job, but learned to to understand the need, the need that my brain, you know, to have that left brain, right brain, creative mind, logical mind flexed, and just to to have the time to myself. It's something that I enjoy, something that I've enjoyed since I'm eight years old. And, you know, I'm happy to keep continuing it. And I want to finish the opening monolog here, if you will. With. With something you said that I'm a lifelong stutterer, and ever since I opened my mouth, I can remember having disfluent speech, and I have to say that the biggest support that my parents ever gave me was encouraging me, as well as helping me at a very young age start in speech therapy, I I have met so many people in my life that Dennis Szymanski  10:32 did not have supporting parents or a supporting situation, and to To see that impact and that thread be traced throughout my life, and, you know, and juxtaposing it to other people's lives, it really makes a difference to have that supporting environment, that belief, because, you know, you said it, I live with the stutter Every day. It's very well managed. Now in my life, there was a time where I could not finish a sentence when I was in elementary school, early middle school, without having a stutter. But now I've learned through speech techniques, living my life in a relatively holistic way, how stress relates to my stutter and so many other things that I can manage it a lot better. But as my fellow stuttering people out there that might be listening, you always live with it. You know you're you're never, quote, unquote, cured. You're always having that stutter, managing it, whether it's overtly or covertly, it's always there. But very happy to get into all of that and more here with with you Michael, as as we kick off the episode. Michael Hingson  11:54 So what? What causes stuttering? Do we really know Dennis Szymanski  11:59 that's what, in part, is so fascinating is that we can't really pinpoint it, whereas to say this part of the brain for sure is, you know, impacting this part of your vocal cord in this way. And if we get in there and treat it however way it's going to go away there, of course, is ideas that you know certain parts of your brain have more of an impact or influence, and that it does directly relate to your vocal cords, because, at least from my stutter, how It works, and how I could, you know, most effectively explain it is my vocal cords simply lock up. So normal vocal cord operation, it's like a string on a violin, right, or string on a guitar. If you pluck it, it resonates, vibrates, makes sound. Your vocal cords work just the same, but their mechanism of quote, unquote, plucking is the air that you breathe. So if they lock up, you don't have vibration, you don't have sound, you don't have speech. And what's interesting is that if you were to put your your your ear or your hand to my mouth during a stuttering episode, there's still air flow like there's still air leaving my mouth, just as it does during fluent speech, but there's just no action and something else that is very interesting about the You know, my my stutter, and I've talked to other stutterers that have a similar experience, is that we know what we want to say. It's all upstairs. It's all formulated. It's just the physical blocking of the vocal cord, at least in my case and I, I make the, you know, the I make it important to say my case, because there is very different manifestations of stuttering, stammering, how one might block, how one might repeat a word. What are different triggers, etc. So in a nutshell, we don't really know which is why there's so many different theories, methodologies of treatment, how to cope, deal with, treat the the stud itself. Michael Hingson  14:32 Yeah, it's, it's fascinating, and I appreciate you giving us that explanation of it. It is something that I think is very important to point out that one of the things you mentioned is extremely crucial. Your parents were supportive. They helped you. My parents did the same thing when it was discovered that I was blind. Yeah, and a number of parents have really bought into helping their children recognize they can do whatever they choose and that they can deal with so many different issues. And oftentimes we also hear about parents who don't support some people succeed in spite of it, and some do not. But it's so important to really know that we, some of us, have parents who really help and and will do anything that they can to assist us in making life better for us Dennis Szymanski  15:41 and when we first got connected, and then afterwards, doing more listening to your talks, and other episodes of unstoppable mindset, I had learned that your parents were were supportive as well, and that made a mental note, as a matter of fact, to bring this up here in this talk, because I could not agree more the importance of support of your parents, especially as a young child, that's where everything starts. But then even as we grow our friends, you know, larger family and the networks that that that we keep is are so important to our development success as individuals. Michael Hingson  16:24 Yeah, so your parents are still with us. Dennis Szymanski  16:28 They both. Are they both? Are they divorced when I was very young, but that, again, you know, had no bearing on the support and the love I have a stepfather and a stepmother who are equally incredible and supportive. I always said I just got double the family that loves and cares. There you go. And my mother still lives on Long Island in the house where I grew up, so I love to go visit. Was just back there a couple of weeks ago, and are heading back up, you know, a couple of weeks time. And my dad actually lives in South Carolina. He relocated with my stepmother and my brother. They are around the Columbia area, so we're actually both Dennis' in the Carolinas. So that's actually quite nice. And I'm just just just saw him a couple of days ago, and I'm gonna see him, you know, on the Thanksgiving holiday as well. So looking forward to, looking forward to that. Michael Hingson  17:31 Well, last time I was back in the New York area for any length of time, I spent a week last year in Lindenhurst speaking to the Lindenhurst union free school district, and that was a lot of fun. Fortunately, it was before the snow hit. Oh, yeah, Lindenhurst. Dennis Szymanski  17:51 Lindenhurst was about a half an hour from where I grew up, one of the many, many towns that is the infinite urban sprawl of Long Island. Michael Hingson  18:00 Yeah. Well, yep. Well, it was fun. I was there for almost a week, and spoke to lots of sixth, seventh and eighth graders, did some faculty training, but enjoyed the area, and I've enjoyed Long Island every time I've been out there. So it was kind of fun. Well, I want to go back to this idea of nano scale. Tell me a little bit more about nano scale engineering. Dennis Szymanski  18:26 Absolutely, like I said, it's basically material science and engineering, but with a focus in semiconductors. So having had the hindsight now traditional material science background from NC State. When I went to do my graduate work, things like traditional material science, so metal stress strain curves. Didn't learn that in undergrad, focusing in semiconductors, I learned about transistors and the ethics of scaling semiconductor technology and computer programming at a very basic level that could help run certain parts of a semiconductor process. So very specific, very targeted focus that was nanoscale engineering. I was very fortunate to be the sixth graduating class out of the small colleges of nanoscale science and engineering. Like I said, that was part of the SUNY Albany system, and very hands on. I was in a building on the University's campus that was essentially an office building with 250 private companies pooling their resources in the office space as well as laboratory space, clean room space, but with a couple of classrooms. So not only was I rubbing shoulders with classmates, I was rubbing shoulders with people who worked at IBM or global founder. Or ASML Tokyo electron. These are big international companies that play in the semiconductor manufacturing space, and little did I know that was going to kickstart this incredible journey that has led me here to being a product engineer for a compound semiconductor manufacturer focused on gallium nitride power technology. So where people might be hearing this is in the AI data center talk. This material is going to enable faster, cheaper, cooler, more efficient chips, as well as you might have noticed, electric vehicles, your laptop, even your cell phone, charging a little faster and in recent years, and those bricks that used to sit on your lap and burn your lap get there, they're cooler. They're not as hot. All of these are direct advancements in compound semiconductor technology, semiconductor technology and essentially nanoscale engineering. And to go to its most fundamental route, you know engineer, nanoscale engineering is engineering on the nanoscale. And where we're at with semiconductor technology is we are looking at in silicon, a transistor is about a nanometer, two nanometers, which to put it in perspective for everybody listening, your hair, the width of your hair is 60 to 80 micrometers and nanometers are three orders of magnitude smaller, smaller than micrometers. So you can imagine that the reason we need clean rooms in semiconductor manufacturing is because one of your hair could wipe out hundreds, if not 1000s, of transistors on one of the chips, which nobody wants, right? You want a good manufacturing process that has high yield. So nano scale engineering has been was, was the start for for me with you know, the continuation of that has been to go into, as I said, material science in a more quote, unquote, proper sense, learning those stress strain curves, learning a little bit of polymer science, All applications and material science, but staying focused from age 17 till now on nanoscale engineering, which is material science focused, and semiconductors, Michael Hingson  22:51 if I recall, right, transistors were developed somewhere around 1948, so I mean, my gosh, that's only 77 years ago, ago, and look how far we've come. Dennis Szymanski  23:05 It truly is mind boggling. Michael Hingson  23:08 Michael, at the same time, we need to do something to figure out how to stop so many lithium ion batteries from causing fires somewhere. Dennis Szymanski  23:19 It's they're both material science problems for sure that that need to be tackled. I agree, Michael Hingson  23:26 yeah, one of those things that we're we're on the cusp of so many different developments. People talk about autonomous vehicles and so on. But, you know, the reality is, we're on the cusp. We're living through the the change that is coming. And personally, from my perspective, in my opinion, I can't wait for the time that we get to take driving out of the hands of drivers, because too many drivers don't do very well. Dennis Szymanski  23:55 You know, I have a very similar opinion, even though I will say one of my childhood dreams was to become a race car driver. So I do love to drive. I had an eighth of a mile go kart track in my backyard growing up, and one of the things that kept my sanity during my PhD program was going to the local go kart track and getting to put in some time trials. So I love to drive, but from a safety perspective, I could not agree with you more that it's high time that that we can implement some better safety and probably less traffic. Michael Hingson  24:33 Well, given the way most people seem to drive up here in Victorville or out here in Victorville, I am of the absolute opinion that I can drive as well as they can anyway, so Dennis Szymanski  24:44 we'll see. You know coming, coming from the New York driving environment to the North Carolina driving environment. Some things are similar, some things are very different, but, but it's definitely been, been fun spending almost half of my life. You know now down down down here in North Carolina, we had Michael Hingson  25:04 some people visiting us when my wife and I lived in New Jersey, and we drove into the city, and they said that the people who are with us, these cab drivers, are crazy. Just look at the way they drive. I would never want to be in a cab with with any of those drivers. And Karen pointed out, my wife pointed out something very relevant and so true for most cab drivers, at least back then, she said, look at those cabs. Do you see any dents? Do you see any dings? And they said, No. And she said, So what do you mean? You wouldn't want to be in those cars. You're probably safer in those cars than most anywhere else. Dennis Szymanski  25:48 She was right. She makes a good point. Michael Hingson  25:50 Practice. Makes perfect. It does. I love checker cabs, but we don't see those anymore. That's too bad. But oh well. But you know, one of the one way or another, I think that the time will come when autonomous vehicles will will make driving a lot safer, and that'll be good. But we're not there yet, and we're not there with with so many things I mentioned, the lithium ion batteries, they would they too will get better, and we will get over all of that. Now, of course, what we need to do is to make sure that we still have rare earth elements around. But that's going to be another challenge that we face over time. Dennis Szymanski  26:27 Yes, that's that's part of the fun, Michael, of being actually in material science as a discipline that it encompasses so many different touch points that we have in our life. One of my closest friends and was a colleague in my PhD program, is working on solid state battery technology that could potentially replace lithium ion technology and solve some of those problems just and it spans the whole gamut. I have a friend doing nuclear waste remediation. So very, very cool material science as a whole. You know, I'm obviously very enveloped in and my love is semiconductors, but my insatiable curiosity, I think I'm in the right field at Michael Hingson  27:20 large, yeah. What's the difference between incumbent semiconductors and compound semiconductors? Dennis Szymanski  27:30 Incumbent semiconductor technology has been predominantly silicon. So the raw material is you go to the beach and you get sand. That's obviously very oversimplifying. I'm not saying that you know TSMC or Global Foundries, or any of these guys are going to the nearest beach, but that is the raw material. It's very high purity. Silicon and compound semiconductors, on the other hand, are still very pure. That's one of the biggest material challenges of semiconductors at large, is to make them pure. But, and I'm glossing over a ton of physics and a ton of material science when I say pure. So just for any any fellow material science colleagues out there listening, I am aware that I glossed over a lot, but compound semiconductors are compound so you have two or more elements that come together that have semiconducting properties. So indium phosphide, indium and phosphorus, gallium nitride, gallium and nitrogen, aluminum gallium nitride, aluminum gallium and nitrogen. So they all come together. And what's very, very handy about these compound semiconductors is they can address a lot of niche applications in a much more efficient way than the incumbent silicon technology. So silicon technology can do a lot, I'm going to venture to say, almost everything we need. But the perfect example, and is on the top of everybody's mind is AI. You're not going to have AI in the form that we know it, if at all, without these compound semiconductors, silicon is just too inefficient. It's, you know, we've, we've reached certain limits at the material level that we need these compound semiconductors to get more efficient, AI, faster data interconnects, even, you know, charging your phone, laptop, electric vehicle, quicker, all of these are enabled. Enabled, and then to continue to iterate and improve, necessitate improvements and compounds. I mean, yeah, Michael Hingson  30:07 and that's, of course, the real key, speed and efficiency have a lot to do with it. I don't know. I remember having being a ham radio operator. I remember some of the early radios that I worked with. It was before, as ham operators would tell you, they went dark and went from tubes to transistors. So I remember vacuum tubes. My father was a TV repairman in Chicago before we moved out to California when I was five. And of course, then the biggest thing you ever replaced in a TV was a tube, although you did resistors and other things as well. But now, of course, it's a totally different animal. Oh, yeah, absolutely. Dennis Szymanski  30:50 I mean, the the vacuum tubes are exactly replaced with transistors. You replace with LEDs and all the different different things that modern semiconductors have enabled. Michael Hingson  31:00 They take a whole lot less power and are a lot a lot cooler in in the sense of, Well, I guess in cool in all ways. I had one I had one ham radio. It was a Polycom, and I forget the model number, but it ran extremely hot. We finally put a fan on one end of it to pull air through it. But without the fan, I could actually thaw and heat tater tots on it. It was so hot. Dennis Szymanski  31:29 Wow, you, you, you had a two in one. There you had, I did, and the ham radio Michael Hingson  31:35 all at the same time. It was great. But, yeah, I understand, and tubes are were replaced, and rightly so, by transistors. But a tube is a great way to teach the whole theory of how it all works and give you a way to see it in a very visual way that you're not going to see with transistors very well. Dennis Szymanski  31:57 That's true, and something that I was actually just kind of reappreciating Today was the history of it all, and how it's so important to realize that science and history are obviously inextricably linked from the progression standpoint, And then from what you said, it's it's so easy to to forget fundamentals and kind of get lost in the sauce, if you will. But I fully agree with what you say, that sometimes the quote, unquote old technology is actually just as good, if not better, a way to teach the fundamentals of the new technology, yeah, because so often they just build off of one another, right? Michael Hingson  32:49 The reality is that the process hasn't changed in terms of what they do. It's just that the product itself has changed, and it's become a lot more efficient and so on. But still, you're, you're moving electrons and and controlling them with positive and negative charges through the whole transistor process, just like you used to do with tubes, exactly, exactly. That's what makes it so, so interesting. And as you said, we take it way too much for granted. But I think that overall, it's it's great to have the old technology and the perspective to learn from, which is extremely important to do well. So what did you get your PhD in? Dennis Szymanski  33:40 So my PhD is in material science. Okay, that's what it is. My dissertation was on Super junction devices, a novel way to utilize gallium nitride in that particular device structure, super junction. So I again PhD, high level material science, compound semiconductors. And I focused on one particular material system, gallium nitride. And the goal was to learn about the material itself, make the material better and more suitable to be utilized in this type of transistor architecture that's called a super junction. Michael Hingson  34:32 So have we yet discovered a way to have any kind of superconductor operate at room temperature? Dennis Szymanski  34:39 Well, I didn't discover that there's been I mean, I keep up to date as best I can on other areas of the science world, and I know that we're doing really cool research that was previously thought to be impossible, right? Like most cutting edge scientific research.

Send us Fan MailIn this episode of Embedded Insiders, Ken sits down with Sakyasingha Dasgupta, PhD., Founder, CEO, & Chairman of Edge Cortix, to discuss Edge AI and the impact both software and hardware have when they work together efficiently at the edge.Next, Rich and Ed Kaste, the Senior Vice President of the Ultra-Low Power Business at GlobalFoundries, discuss power consumption when building an Edge-based device. GlobalFoundries is one vendor that has a lot to say about power and the rules they set around it. But first, we're highlighting some important upcoming events:Register for the 2026 Automotive Technologies Virtual Conference on May 14th. For more information, visit embeddedcomputing.com

If you're building an Edge-based device, you need to be concerned about power consumption. If you're building an Edge-based device that's running on a battery, power consumption rockets to the top of the priority list. One vendor that has a lot of say in where power levels reside is GlobalFoundries. Along with its customers, the company sets many of the rules when it comes to power. To see what those rules are and where those levels currently reside, I spoke to Ed Kaste, the Senior Vice President of the Ultra-Low Power Business at GlobalFoundries, on this week's Embedded Executives podcast.

Au sommaire :Le comité d'alerte des finances publiques est convoqué pour annoncer jusqu'à 6 milliards d'euros d'économies supplémentaires afin de compenser les effets de la guerre au Moyen-Orient sur le budget de l'État et de la sécurité sociale.La Cour des comptes remet en question l'efficacité des aides publiques accordées aux fabricants de semi-conducteurs, notamment le projet Liberty porté par STMicroelectronics et GlobalFoundries.Le gouvernement souhaite accélérer l'électrification du pays en aidant financièrement les ménages modestes à installer des pompes à chaleur pour remplacer les chaudières à gaz.La Chine s'inquiète des conséquences économiques de la guerre au Moyen-Orient, notamment sur ses approvisionnements en soufre et en matières plastiques essentielles à son industrie.Les syndicats du plastique alertent sur les risques de pénurie de matériels médicaux en plastique, tels que les seringues et les poches à perfusion, en raison des tensions sur l'approvisionnement en pétrole.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering if it's a buying opportunity.CSI says: not so fast.In this episode, they pull back the curtain on the base materials layer of the semiconductor supply chain — the specialty wafer and ingot suppliers that exist before a single chip ever reaches a fab like TSMC or GlobalFoundries. It's a part of the industry that rarely gets coverage, and right now it's generating some of the most speculative price action in the entire semiconductor market.They break down exactly what AXT does, why Indium Phosphide (InP) and Gallium Arsenide are driving the hype, and why the fundamentals don't yet support the valuation. The issues are serious: a third of revenue blocked by geopolitical export restrictions, negative free cash flow history, a $60M backlog that requires a $100M greenfield fab to convert into actual revenue, and a recent dilutive stock issuance. The same warning flags are appearing in other specialty names like IQE in the UK.The bigger picture: this is what a bull market hype cycle looks like at the base materials level. The market is good at sniffing out bottlenecks — but traders and long-term investors diverge sharply at a certain point, and Nick and Kasey explain exactly where that line is.They close with where they'd rather put capital today: Broadcom, Coherent, Lumentum, and Sumitomo Electric.What we cover:— The semiconductor wafer supply chain: ShinEtsu, Siltronic, Sumco, Global Wafers, Soitec— Specialty compound wafers: what InP and GaAs are and why data centers need them— AXT Inc. revenue reality vs. the $4B market cap narrative— The China JV geopolitical risk blocking ~33% of revenue— Free cash flow, dilution, and the greenfield fab dilemma— IQE and other penny stock warning signs in the sector— Where Nick and Kasey are deploying capital insteadDisclosure: Nick and Kasey hold positions in Broadcom, Coherent, and Lumentum. Content is for general information only and is not individual investment advice. All investing involves risk.Subscribe to the free weekly newsletter at chipstockinvestor.comWant deeper research and live discussion? Join our Semi Insider community at chipstockinvestor.com.

Could smart glasses replace the smart phone as the number one consumer device? If you're like me, you probably remember the failure of Google Glass, which ended in 2015. Google may have exited the space early considering in 2025 global shipments of smart glasses hit 8.7 million units, which quadrupled 2024's level. Meta currently holds 85% of the market but realize that Apple, Alphabet/ Google, and Samsung are expected to launch AI equipped eyewear soon. I do wonder if this will hurt or help Apple since people may be buying more smart glasses and less high-end iPhones? There are concerns about privacy and data collection. Currently Meta is facing a lawsuit in the US that is seeking class action status. Seems like Meta can't get out of the news or the courtroom, but they do state that what the glasses collect stays on the user's device unless they choose to share it with the company. The smart glasses can see what you see and hear what you hear. You can have a conversation with the glasses the same as if you're talking to a person. Which means you may look like a crazy person standing there talking to yourself if people don't realize you have smart glasses on. Companies that would benefit from an increase in manufacturing of smart glasses, excluding the big companies I already mentioned, would include companies such as EssilorLuxottica, which is the owner of Ray-Ban and Meta's manufacturing partner, Qualcomm, which provides the central processor or the brains of the glasses, and Global Foundries. which takes care of the display technology. It appears this time; smart glasses may become as common as a smart phone in the next few years.   Is the market too expensive to buy the dip this time? With the increasing cost of oil and the turmoil in Iran the markets did see a correction, which is a drop of 10% or more from the peak. People have become so accustomed to just buying the dips without knowing the valuations of what they're buying, and many will probably do the same thing this time. Unfortunately, dip buying does not always work and given the current valuations, investors could be in for a bad surprise. Even with the recent pull back, the forward price/earnings ratio for the S&P 500 sits at 20 and is still 20% higher than the 20-year average. So even with the dip you're not buying companies on sale at these levels. Earnings can be adjusted and moved around with accounting rules, which means you're probably paying more than you believe if you don't understand accounting. Another indicator to look at is the forward price to free cash flow. This indicator takes out all the accounting craziness of how much some tech companies are spending on capital expenditures for artificial intelligence. Often, I find these two measures converge once the accounting catches up to the heavy capex spending and understanding both earnings and free cash flow is an important balance. The index currently has a forward price to free cash flow of 27.4 and that is nearly 40% above the 20-year average. Smart investors really should stop and think. They should realize they're paying a lot more for the S&P 500 than they thought. Free cash flow is not an accounting measure, and companies are not required to compute it for you. It's not that hard to calculate though as you start with cash from operations and then deduct all the capital expenditures. This is where the devil is in the details because this is where you will see how overvalued many tech companies are because of the billions of dollars they're spending. The big risk here is the return on investment will likely not come very quickly and maybe not at all. This doesn't mean you shouldn't invest in stocks as you can still find good quality equities that are generating very good cash flow and that you're not overpaying for the earnings or the free cash flow. Personally, those are the types of businesses I'm looking for when investing for myself and my clients.   Consumer prices spike in March due to Iran war While it was in line with expectations, the headline CPI rose 3.3% compared to last year. This was the highest annual rate since April 2024, and it was substantially higher than February's reading of 2.4%. The obvious reason for the increase was the change in oil prices. Energy showed an increase of 12.5%, largely due to a spike of 18.9% in gasoline prices. Month over month gasoline prices climbed 21.2%, which was the largest monthly increase since 1967 when the series was first published. Outside of the energy spike, prices did not look problematic considering core CPI, which excludes food and energy, saw an increase of 2.6% on an annual basis. This was relatively in line with recent months and was 0.1% below the forecast. While the Fed may be able to look through these inflation numbers, if energy remains elevated the concern is it will start to impact core CPI as well. Companies will need to start raising prices to offset their higher expenses due to energy costs. For example, airline fares, which rose 14.9% over the past 12 months would see further pressure. Deutsche Bank estimates that if jet fuel prices stay near current levels for a full year, airlines would have to increase ticket prices by about 17% to offset those cost pressures. Transportation would also be problematic with companies like Amazon, UPS, and FedEx needing to pay more to move goods around the economy. We have already seen the introduction of fuel and logistics surcharges and those will likely climb further if problems persist. On a positive note, the shelter index rose just 3.0% on an annual basis, which was tied for its lowest level since August 2021. As I have mentioned before, I anticipate shelter inflation will continue to decline as the year progresses. Overall, the main takeaway is if this Iran war can be contained and energy prices start to decline, which I think they will, inflation should not be a problem in 2026.     Financial Planning: Reporting a Backdoor Roth IRA Normally when income is above $236k for joint filers or $150k for single filers, the ability to make Roth IRA contributions is phased out.  A backdoor Roth IRA is a strategy that allows high-income taxpayers to fund Roth IRAs, but it needs to be done correctly.  It is a two-step process that involves making a traditional IRA contribution and then converting that contribution into a Roth IRA.  This can only be done if the account holder does not have any other pre-tax IRAs.  When the initial contribution is made to the traditional IRA, it needs to be reported as a non-deductible contribution.  When the funds are converted, a 1099-r is generated, and as long as the initial contribution was reported correctly, the conversion is not taxable.  The end result is a Roth IRA that can grow tax-free.  While this can be a benefit, it is crucial that everything is reported correctly to prevent filing errors, overcontributions, and amended tax returns.   Companies Discussed: ServiceNow, Inc. (NOW), NIKE, Inc. (NKE), RH (RH) & Invesco Ltd. (IVZ)

Pradip Singh, chief manufacturing officer at semiconductor manufacturer GlobalFoundries, has seen it all when it comes to AI. Well, he would see it all if there wasn't so much AI thrown at him that he needs people to weed through the slop and get to the good stuff – and even only a few “good” AI pitches ever get through. That's because AI developers don't understand manufacturing. They don't grasp the unique challenges of what AI might actually do for industry and instead focus on developing AI seemingly for its own sake. In this episode of Great Question, Singh speaks with IndustryWeek senior editor for technology, Dennis Scimeca, about AI boondoggles, what the technology should never be used for and the words to listen to during an AI pitch that means the tech is worth considering.

Send a textIn this episode of Embedded Insiders, Editor-in-Chief Ken Briodagh sits down with Dennis Nikles, the recently appointed Managing Director of Vodafone IoT Americas, to talk connectivity, IoT, AI, and embedded trends for 2026.Watch the video segment here: https://www.youtube.com/watch?v=IfE9gkjC_iYNext, Rich and Sandra Rivera, a long-time Intel veteran and former CEO of Altera, now Chairwoman of the Board at VSORA, discuss the company's claim to "make AI more accessible, efficient, and sustainable than ever.”But first, Rich and Ken dive into the industry's most recent and impactful acquisitions. From Texas Instruments to Silicon Labs, to Infineon Technologies, Synopsis, GlobalFoundries, and much more. For more information, visit embeddedcomputing.com

Der Januar-Arbeitsmarktbericht fiel wesentlich stärker aus als die Wall Street erwartet hatte. Statt 65.000 geschaffenen Jobs, wurden 130.000 Stellen geschaffen. Wir sehen in Reaktion feste Futures, einen freundlichen US-Dollar und anziehende Renditen der langlaufenden Staatsanleihen. Investoren hatten Bedenken, dass der Arbeitsmarkt nach all den schwachen Vorboten enttäuschen würde. Die Reaktion auf die seit gestern Abend gemeldeten Ergebnisse sind gemischt. Während die Aktien von Shopify, Cloudflare, Vertiv und Global Foundries teils deutlich durchstarten, sehen wir starken Abgabedruck bei den Aktien von Mattel, Kraft Heinz, Lyft, Unity Software und Robinhood. Heute Abend stehen die Zahlen von insbesondere Cisco im Fokus. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Daniel is joined by Mark Kuemerle, Vice President of Technology, Custom Cloud Solutions at Marvell. Mark is responsible for defining leading-edge ASIC offerings and architects system-level solutions. Before joining Marvell, Mark was a Fellow in Integrated Systems Architecture at GLOBALFOUNDRIES and has held multiple engineering… Read More

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Sam Altman im Attacke-Modus, die prominenten MDax-Aufsteiger und 7 Bücher, die Euch helfen, das globale Chaos besser zu verstehen. Außerdem geht es um Alphabet, Nvidia, Tencent, Softbank, T-Mobile, Nvidia, Arm, Biogen, Lululemon, ON Semiconductor, GlobalFoundries, CDW, The Trade Desk, Alnylam Pharmaceuticals, Seagate, Western Digital, Insmed, Monolithic, Ferrovial, Meta, Tesla, Apple, Microsoft, Broadcom, T-Mobile, Applovin, Palantir, Aumovio, TKMS, Hellofresh, Gerresheimer, Teamviewer, Ottobock, Tonies, Verbio, PSI Software, LPKF, Stratec, Thyssenkrupp Nucera, Formycon, Procredit, Amadeus Fire, iShares MSCI EM SRI ETF (WKN: A2AFCZ), Xtrackers MSCI World Health Care ETF (WKN: A113FD), L&G Cyber Security ETF (WKN: A14WU5), iShares STOXX Europe 600 Construction & Materials ETF (WKN: A0H08F), iShares Core MSCI World ETF (WKN: A0RPWH), (Xtrackers MSCI Emerging Market ETF (WKN: A12GVR), Amundi Core MSCI Japan ETF (WKN: LYX0YC), iShares Core MSCI Europe ETF (WKN: A0RPWG), Xtrackers MSCI USA ETF (WKN: A1XB5V), NASDAQ-100 ETF (WKN: A0F5UF), JPMorgan US Research Enhanced ETF (WKN: A2DWM7), Xetra-Gold (WKN: A0S9GB, Euwax Gold II (WKN: EWG2LD), iShares Global Corporate Bond EUR (WKN: A1W02Q), Xtrackers II EUR Overnight Rate ETF (WKN: DBX0AN). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Singapore shares slid today, in line with regional movements. The Straits Times Index was down 0.61% at 4,515.92 points at 2.27pm Singapore time, with a value turnover of S$935.74M seen in the broader market. In terms of companies to watch, we have Yangzijiang Financial. That’s after the spinoff from its maritime investment segment, Yangzijiang Maritime Development, announced contracts with a Marshall Islands-based shipowner ahead of its mainboard debut today. Elsewhere, from how New York-headquartered semiconductor company GlobalFoundries is acquiring Singapore’s Advanced Micro Foundry, to how Apple’s iPhone 17 series drove a 37 per cent rise in its monthly smartphone sales in China, more corporate and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeff Ng, Head of Asia Macro Strategy, Sumitomo Mitsui Banking Corporation.See omnystudio.com/listener for privacy information.

Daniel is joined by Dave Eggleston is senior business development manager at Microchip with a focus on licensing SST SuperFlash technology. Dave’s extensive background in Flash, MRAM, RRAM, and storage is built on 30+ years of industry experience. This includes serving as VP of Embedded Memory at GLOBALFOUNDRIES, CEO… Read More

Tim 'Mithro' Ansell returns to The Amp Hour to discuss his new Singapore based wafer sharing service called wafer.space. Now that Efabless is no more, this venture will aim to make silicon even more accessible to the masses, driving down the costs on a per chip basis. For $7K, you get 1000 chips delivered on a 180 nm process from Global Foundries.

Pat Hindle and Del Pierson talk with Shankaran Janardhanan, SVP of RF Product Line at GlobalFoundries, about RF a key enabler of on-device AI and the future of RF semiconductor technology. 

Host: Sebastian HassingerGuest: Andrew Dzurak (CEO, Diraq)In this enlightening episode, Sebastian Hassinger interviews Professor Andrew Dzurak. Andrew is the CEO and co-founder of Diraq and concurrently a Scientia Professor in Quantum Engineering at UNSW Sydney, an ARC Laureate Fellow and a Member of the Executive Board of the Sydney Quantum Academy. Diraq is a quantum computing startup pioneering silicon spin qubits, based in Australia. The discussion delves into the technical foundations, manufacturing breakthroughs, scalability, and future roadmap of silicon-based quantum computers—all with an industrial and commercial focus.Key Topics and Insights1. What Sets Diraq ApartDiraq's quantum computers use silicon spin qubits, differing from the industry's more familiar modalities like superconducting, trapped ion, or neutral atom qubits.Their technology leverages quantum dots—tiny regions where electrons are trapped within modified silicon transistors. The quantum information is encoded in the spin direction of these trapped electrons—a method with roots stretching over two decades1.2. Manufacturing & ScalabilityDiraq modifies standard CMOS transistors, making qubits that are tens of nanometers in size, compared to the much larger superconducting devices. This means millions of qubits can fit on a single chip.The company recently demonstrated high-fidelity qubit manufacturing on standard 300mm wafers at commercial foundries (GlobalFoundries, IMEC), matching or surpassing previous experimental results—all fidelity metrics above 99%.3. Architectural InnovationsDiraq's chips integrate both quantum and conventional classical electronics side by side, using standard silicon design toolchains like Cadence. This enables leveraging existing chip design and manufacturing expertise, speeding progress towards scalable quantum chips.Movement of electrons (and thus qubits) across the chip uses CMOS bucket-brigade techniques, similar to charge-coupled devices. This means fast (

Not only do we talk about the things in the description, but we talk (oh so much) about many other things! See the time stamps below for a list of most of them (because the list of digressions would exceed the character limit of this description).Come on in for the food, but stay for the review.Timestamps00:00 Intro00:28 Patreon01:59 Food with Josh04:30 NVIDIA is now a 4 trillion dollar company11:00 GlobalFoundries acquires MIPS16:47 ZLUDA lives on21:51 RTX 50 Series lands on Steam hardware survey25:17 RDNA 5 being co-developed by Sony?28:04 Windows 11 hits 50 percent marketshare31:32 Shocker - running an RTX 5090 on a Gen3 x4 connection slows it down33:11 Intel might cancel 18A38:07 HP wants CarFax style reports for PCs42:28 Podcast sponsor bzigo43:59 (In)Security Corner58:27 Gaming Quick Hit1:04:20 XFX Mercury Radeon RX 9070 XT OC Magnetic Air Edition review1:12:54 Picks of the Week1:21:12 Outro ★ Support this podcast on Patreon ★

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor industry. They also delve into Intel's challenges with its manufacturing processes and the shifting landscape of AI, highlighting the potential for both growth and caution in the current market dynamics.

video: https://youtu.be/aig4jdVoL6o Comment on the TWIL Forum (https://thisweekinlinux.com/forum) This week in Linux, we have another jam packed episode of TWIL. Red Hat announced No-Cost RHEL for business developers, MIPS has been acquired, the Bazzite team have a brand new app store, and we have new releases from Thunderbird, OBS Studio, Bash and more! All of this and more on This Week in Linux, the weekly news show that keeps you up to date with what's going on in the Linux and Open Source world. Now let's jump right into Your Source for Linux GNews! Download as MP3 (https://aphid.fireside.fm/d/1437767933/2389be04-5c79-485e-b1ca-3a5b2cebb006/d91f1a56-0ece-4e0b-ac35-7747be11678d.mp3) Support the Show Become a Patron = tuxdigital.com/membership (https://tuxdigital.com/membership) Store = tuxdigital.com/store (https://tuxdigital.com/store) Chapters: 00:00 Intro 00:36 Red Hat Announces No-Cost RHEL For Business Developers 03:42 GlobalFoundries acquires MIPS 05:33 Bazzite gets new app-store & devices 09:34 Sandfly Security, agentless Linux security 11:38 OBS Studio 31.1 Released 14:30 Mozilla VPN Linux App is Now Available on Flathub 18:04 Thunderbird 140 Released 21:06 Bash 5.3 Released 22:03 Outro Links: Red Hat Announces No-Cost RHEL For Business Developers https://www.redhat.com/en/about/press-releases/red-hat-introduces-red-hat-enterprise-linux-business-developers-aligning-application-development-production-consistency (https://www.redhat.com/en/about/press-releases/red-hat-introduces-red-hat-enterprise-linux-business-developers-aligning-application-development-production-consistency) GlobalFoundries acquires MIPS https://mips.com/blog/mips-and-globalfoundries-powering-the-next-wave-of-physical-ai/ (https://mips.com/blog/mips-and-globalfoundries-powering-the-next-wave-of-physical-ai/) https://gf.com/gf-press-release/globalfoundries-to-acquire-mips-to-accelerate-ai-and-compute-capabilities/ (https://gf.com/gf-press-release/globalfoundries-to-acquire-mips-to-accelerate-ai-and-compute-capabilities/) Bazzite gets new app-store & devices https://universal-blue.discourse.group/t/bazzite-july-2025-update-bazaar-z13-kernel-6-15-steam-hardware-survey/9501 (https://universal-blue.discourse.group/t/bazzite-july-2025-update-bazaar-z13-kernel-6-15-steam-hardware-survey/9501) Sandfly Security, agentless Linux security https://thisweekinlinux.com/sandfly (https://thisweekinlinux.com/sandfly) OBS Studio 31.1 Released https://github.com/obsproject/obs-studio/releases/tag/31.1.0 (https://github.com/obsproject/obs-studio/releases/tag/31.1.0) https://www.omgubuntu.co.uk/2025/07/obs-studio-31-1-whats-new (https://www.omgubuntu.co.uk/2025/07/obs-studio-31-1-whats-new) Mozilla VPN Linux App is Now Available on Flathub https://flathub.org/apps/org.mozilla.vpn (https://flathub.org/apps/org.mozilla.vpn) https://www.omgubuntu.co.uk/2025/07/mozilla-vpn-linux-app-available-flathub (https://www.omgubuntu.co.uk/2025/07/mozilla-vpn-linux-app-available-flathub) Thunderbird 140 Released https://blog.thunderbird.net/2025/07/welcome-to-thunderbird-140-eclipse/ (https://blog.thunderbird.net/2025/07/welcome-to-thunderbird-140-eclipse/) https://www.thunderbird.net/en-US/thunderbird/140.0esr/releasenotes/ (https://www.thunderbird.net/en-US/thunderbird/140.0esr/releasenotes/) Bash 5.3 Released https://www.gnu.org/software/bash/bash.html (https://www.gnu.org/software/bash/bash.html) https://www.omgubuntu.co.uk/2025/07/bash-5-3-new-features (https://www.omgubuntu.co.uk/2025/07/bash-5-3-new-features) https://lwn.net/Articles/1029079/ (https://lwn.net/Articles/1029079/) https://www.phoronix.com/news/GNU-Bash-5.3 (https://www.phoronix.com/news/GNU-Bash-5.3) Support the show https://tuxdigital.com/membership (https://tuxdigital.com/membership) https://store.tuxdigital.com/ (https://store.tuxdigital.com/)

We speak with FIFA World Cup champ Sam Mewis as she prepares to coach two women's exhibition games for the Burlington-based Vermont Green FC soccer club. Plus, cuts to federal food benefits could affect thousands of low-income Vermonters, computer chip manufacturer Global Foundries announces a 16 billion dollar investment in its New York and Vermont plants, a federal pause on the nationwide Job Corps program leads to the expected closure next month of a workforce development center in Addison County, and the search is on in New Hampshire for a missing three foot long fiberglass banana. 

Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.  Das Buch zum Podcast? Jetzt lesen. China will Flugzeuge, aber nicht aus den USA. Amazon und Globalfoundries wollen investieren, und zwar in den USA. Asana wächst, aber nicht stark genug. CrowdStrike könnte nicht stark genug wachsen, Wells Fargo wächst künftig ohne Grenze. Auch in Deutschland gibt's weniger neue Teslas auf den Straßen, bei SFC Energy und Thyssenkrupp Nucera dafür neue Großaufträge. Klagen in den USA sind teuer. Und lukrativ. Der Beweis: Burford Capital (WKN: A2QE5M). 2.000% Rendite in 10 Jahren. Der Schweizer Krypto-Highflyer Swissquote (WKN: 938312) macht's möglich. Diesen Podcast vom 05.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Wir sehen auf die seit gestern Abend gemeldeten Ergebnisse überwiegend negative Reaktionen. DoorDash, Palantir, Hims & Hers, Ford und Clorox tendieren nach den Zahlen teils deutlich schwächer. Lediglich die Aktien von Marriot und Global Foundries können von den Zahlen leicht profitieren. Die Aktien von Tesla könnten aufgrund der weiter einbrechenden Verkaufszahlen in Europa unter Druck geraten. Die politischen Turbulenzen in Deutschland werden an der Wall Street kaum zur Kenntnis genommen. Wir sehen das auch bei dem dennoch leicht freundlichen Euro, und den stabilen Renditen der Bundesanleihen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Wir sehen auf die seit gestern Abend gemeldeten Ergebnisse überwiegend negative Reaktionen. DoorDash, Palantir, Hims & Hers, Ford und Clorox tendieren nach den Zahlen teils deutlich schwächer. Lediglich die Aktien von Marriot und Global Foundries können von den Zahlen leicht profitieren. Die Aktien von Tesla könnten aufgrund der weiter einbrechenden Verkaufszahlen in Europa unter Druck geraten. Die politischen Turbulenzen in Deutschland werden an der Wall Street kaum zur Kenntnis genommen. Wir sehen das auch bei dem dennoch leicht freundlichen Euro, und den stabilen Renditen der Bundesanleihen. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=wallstreet +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Zoll-Angst bei Pharma & Autos. Behörden-Angst bei Moderna, BioNTech, Sarepta & Sartorius. Giga-IPO bei Newsmax. Deals bei: Aston Martin, AMD, Globalfoundries, United Microelectronics, Rocket Companies, Mr. Cooper & Fortnox. Die Lieblingsaktie von Bill Gates. Eine Automatisierungswette. Halb so viel Volatilität wie die Börse. Das ist Waste Management (WKN: 893579). Tom Tailor, die Wolverhampton Wanderers und der Erfinder des Kinderwagens haben eins gemeinsam: Sie gehören Fosun (WKN: A0MVLL). Diesen Podcast vom 01.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Have you ever heard these myths about talent development and career growth in diverse cultures? Myth 1: You have to wait for opportunities to come to you. Myth 2: Technical skills are the only path to success. Myth 3: Adapting to a new culture means sacrificing your own values. I'll share the truth about these myths, but let's just say there's a game-changing strategy that high achievers could use to accelerate their growth. Get ready for a mindset shift that can transform your career. In this episode, you will be able to: Unleash the power of talent development strategies for global teams and propel your career to new heights. Master the art of navigating career growth in diverse cultures and set yourself apart as a global leader. Elevate your leadership skills for the modern workplace and become a sought-after leader in a culturally diverse environment. Harness the benefits of mentorship in career advancement and accelerate your professional growth on a global scale. Embrace the challenge of adapting to technological changes in talent management and stay ahead in the global career landscape. My special guest is Dr. Shveta Miglani. Dr. Miglani excels in constructing skills-based organizations and offers expert career coaching. She leverages her extensive two-decade experience to provide superior organizational solutions and learning initiatives. Her core competencies encompass corporate learning and development programs, diversity and inclusion strategies, performance management, and executive coaching To dive further, with a robust career at industry giants like Micron Technology, GlobalFoundries, SanDisk, Palo Alto Networks, and Salesforce, she has been a catalyst for meaningful change and innovation in workplace culture. Her upcoming book 'Take Charge of your New Job - Your Success Playbook', is your essential guide to thriving in a new position. Whether you're stepping into a leadership role or joining a new company, this book provides actionable strategies to set you up for success. From navigating company culture to forging key relationships, you'll discover how to excel in your first 100 days and beyond. The key moments in this episode are: 00:03:15 - Cultures and Career Impact 00:05:30 - Career Inspiration and Specialization 00:10:25 - Avoiding Mistakes in a New Role 00:13:59 - Information Overload and Proactiveness in the Workforce 00:18:06 - Work-Life Balance and Avoiding Burnout 00:20:23 - Trends in Talent Development: Upskilling and Reskilling 00:24:57 - The Role of AI in Talent Development 00:27:08 - Emotional and Cultural Intelligence in Upskilling for AI Partnership 00:27:55 - Importance of AI in Instructional Design 00:30:44 - Taking Ownership of Career Growth 00:35:47 - Embracing Cultural Differences in Teamwork 00:39:41 - Navigating Career Growth Within a Team 00:41:05 - Advice for New Leaders 00:41:18 - Stepping into a New Leadership Role 00:44:46 - Thriving as a Leader 00:47:53 - Making a Difference in Your Career 00:48:09 - The Success Playbook Visit Shweta Miglani's website at shwetamiglani.com to sign up for her newly released book, Take Charge of Your New Job, Your Success Playbook. Connect with Shweta Miglani on LinkedIn for more insights and resources on career development and leadership. Share this episode with someone who is starting a new job, navigating a career change, or seeking career growth to help them gain valuable insights. Connect with us: https://www.aworldofdifferencepodcast.com Linkedin YouTube Substack FaceBook Instagram Threads Patreon (for exclusive episodes just for Difference Makers, including one with Dr. Shveta Miglani only available for patrons) Bluesky TikTok Subscribe to the podcast, leave a review, and share this episode with someone who might need to hear it. Your support helps the community grow and keeps these important conversations going. If you need professional help, such as therapy: https://www.betterhelp.com/difference Learn more about your ad choices. Visit megaphone.fm/adchoices

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Krisen-Comeback-Versuche bei Kering, Boeing und Intel. GlobalFoundries und Mobileye spielen auch mit. Ansonsten gab's DAX-Rekord, Alibaba-Apple-KI, TUI-Marriott-Enttäuschung, Renk-Verkauf, Shopify-Boom & Aktivisten bei Phillips 66. Trump will den Ölpreis senken und mehr Öl fördern. Kann er das? Was ist der Ölpreis überhaupt? Und was haben MLP ETFs wie der von Invesco (WKN: A1T96S) damit zu tun? Pepsi (WKN: 851995) und Coke (WKN: 850663) leiden unter Sparsamkeit & Gesundheitsbewusstsein. Die Lichtblicke: 4% Dividende bei Pepsi. High-Performer-Milch bei Coke. Diesen Podcast vom 12.02.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

SEMRON is pioneering the development of revolutionary 3D AI chips that pack massive computing power into a tiny silicon area without overheating. By leveraging an innovative semiconductor device that's ultra-efficient, SEMRON aims to enable the next generation of edge AI capabilities. In this episode of Category Visionaries, I sat down with Aron Kirschen, CEO and co-founder of SEMRON, to explore how they're tackling the fundamental hardware limitations holding back AI at the edge.   Topics Discussed: The development of SEMRON's novel semiconductor technology that avoids electron movement The current state of edge AI hardware and its limitations The impact of ChatGPT on the semiconductor industry Building a deep tech startup in Dresden, Germany's microelectronics hub The long-term vision for democratizing AI compute power   GTM Lessons for B2B Founders: Patience in Deep Tech: The semiconductor startup timeline requires thinking in 3-5 year horizons for go-to-market, not the typical 1-year timeline of software startups. SEMRON spent four years developing their core technology before reaching process freeze and beginning customer demonstrations. Focus on Enterprise-Scale Relationships: Rather than pursuing a broad customer base, SEMRON targets 5-6 major customers who can each generate millions in revenue. This shapes their entire go-to-market approach, emphasizing deep technical engagement over traditional marketing. Leveraging Technical Feedback Loops: SEMRON's strategy involves working directly with customer engineering teams to deploy proprietary AI models on their hardware. This creates valuable feedback loops that reshape product development based on real application needs. Strategic Location Advantages: While Dresden may not be Silicon Valley, its history as Europe's microelectronics hub provides crucial advantages for semiconductor startups - from talent to manufacturing partnerships with companies like TSMC, Infineon, and Global Foundries. Cost-Driven Innovation: True hardware revolutions happen when the driving technology becomes extremely cheap. SEMRON focuses not just on technical performance but on dramatically reducing the cost per compute to enable mass adoption of edge AI capabilities.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co  

At CES 2025, NVIDIA CEO Jensen Huang introduced Cosmos, a new AI model trained on 20 million hours of video to help machines better understand and interact with the physical world, available via Hugging Face and NVIDIA's GPU Cloud. He also urged businesses to adopt a three-computer AI system, featuring tools like Project DIGITS for AI development and the Llama Nemotron models for autonomous agents. Meanwhile, Dell announced a full rebrand, replacing familiar names like XPS and Latitude with Dell, Dell Pro, and Dell Pro Max, along with Plus and Premium tiers, aiming to attract customers seeking AI-powered PCs. Critics noted the naming is familiar, but it could help Dell appeal to new users. This and more on the Gestalt IT Rundown. Time Stamps: 0:00 - Welcome to the Rundown 1:38 - Anthropic Raising More Money 6:15 - Net Neutrality Neutralized 10:01 - GlobalFoundries and IBM Find Their New Years Resolution 14:56 - FCC Opens Lower 6GHz Band for Low Power Devices 19:54 - HashiCorp Acquisition by IBM Reviewed by UK 24:41 - Ingram Micro To End Relationship with Broadcom/VMware 28:59 - Big News from CES 29:33 - NVIDIA Cosmos Brings AI Into the Real World 43:48 - Dell to Rebrand PC Line 54:24 - The Weeks Ahead 55:26 - Thanks for Watching 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, #CES2025, #AI, @GestaltIT, @TechFieldDay, @NVIDIA, @AMD, @IBM, @DellTech, @Broadcom, @VMware, @IngramMicroUSA, @HashiCorp, @GlobalFoundries, @TheFuturumGroup, @AnthropicAI,

Who decides what robots look like? How do robots work and move? How are they controlled? And are robots alive? We tackle all your robot questions in this episode, and we're taking a field trip to a local factory that uses hundreds of robots to help humans do their jobs. GlobalFoundries, in Essex Junction, Vermont makes microchips that go in all kinds of electronics. In fact, if your adults have a smartphone, more than likely it has a chip made at this very facility. Engineers Adrien Plouffe and Lucy White work with the robots at GlobalFoundries and answer your questions about robots, including: Why are robots made of metal? Why do people like robots? Do robots cry?Download our learning guides: PDF | Google Slide

What President-elect Donald Trump's record on environmental protections could mean for Vermont during his second presidency. Plus, Gov. Phil Scott wants to keep property taxes flat next year, Green Mountain Transit cut services on nine bus routes this week due to a budget gap, GlobalFoundries will use a $1.5 billion federal grant to expand manufacturing, rural dialysis patients are wondering about the future of their care and Upper Valley researchers are using a 3D printer to create objects out of ice.

Our 189th episode with a summary and discussion of last week's big AI news! Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: * OpenAI's acquisition of chat.com and internal shifts, including hardware lead hire and hardware model leaks, signal significant strategy pivots and challenges with model scaling and security.  * Saudi Arabia plans a $100 billion AI initiative aiming to rival UAE's tech hub, highlighting the region's escalating AI investments.  * U.S. penalties on GlobalFoundries for violating sanctions against SMIC underline ongoing challenges in enforcing AI-chip export controls.  * Anthropic collaborates with Palantir and AWS to integrate CLAWD into defense environments, marking a significant policy shift for the company. Sponsors: The Generator - An interdisciplinary AI lab empowering innovators from all fields to bring visionary ideas to life by harnessing the capabilities of artificial intelligence. The AI safety book “Uncontrollable" which is not a doomer book, but instead lays out the reasonable case for AI safety and what we can do about it. Max TEGMARK said that “Uncontrollable” is a captivating, balanced, and remarkably up-to-date book on the most important issue of our time" - find it on Amazon today! If you would like to become a sponsor for the newsletter, podcast, or both, please fill out this form. Timestamps + Links: (00:00:00) Intro / Banter (00:01:28) News Preview (00:02:10) Response to listener comments (00:05:02) Sponsor Break Tools & Apps (00:07:31) OpenAI Introduces ‘Predicted Outputs' Feature: Speeding Up GPT-4o by ~5x for Tasks like Editing Docs or Refactoring Code (00:11:55) Anthropic's Haiku 3.5 surprises experts with an “intelligence” price increase (00:17:10) Introducing FLUX1.1 [pro] Ultra and Raw Modes (00:19:11) X is testing a free version of Grok AI chatbot in select regions Applications & Business (00:21:39) OpenAI acquired Chat.com (00:23:40) Saudis Plan $100 Billion AI Powerhouse to Rival UAE Tech Hub (00:28:28) Meta's former hardware lead for Orion is joining OpenAI (00:31:38) OpenAI Accidentally Leaked Its Upcoming o1 Model to Anyone With a Certain Web Address (00:35:50) Nvidia Rides AI Wave to Pass Apple as World's Largest Company Projects & Open Source (00:37:53) ‘Unrestricted' AI group Nous Research launches first chatbot — with guardrails (00:41:48) FrontierMath: The Benchmark that Highlights AI's Limits in Mathematics (00:46:29) Hunyuan-Large: An Open-Source MoE Model with 52 Billion Activated Parameters by Tencent Research & Advancements (00:49:55) Applying “Golden Gate Claude” mechanistic interpretability techniques to protein language models. (00:58:3) Relaxed Recursive Transformers: Effective Parameter Sharing with Layer-wise LoRA (01:05:55) From Naptime to Big Sleep: Using Large Language Models To Catch Vulnerabilities In Real-World Code (01:10:22) OpenAI reportedly developing new strategies to deal with AI improvement slowdown Policy & Safety (01:19:52)  What Donald Trump's Win Means For AI (01:28:44) Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions (01:33:57) US fines GlobalFoundries for shipping chips to sanctioned Chinese firm (01:36:55) Anthropic teams up with Palantir and AWS to sell its AI to defense customers (01:39:23) Outro

Americans head to the polls and the Fed heads to its November meeting – we'll look at what matters the most to you money. Plus, how could former President Trump's proposed tariffs plans impact the retailers and the prices you pay. And, the CEO of semi giant GlobalFoundries with a look at the state of the industry and the impact of the election. 

APAC stocks were ultimately mixed with most major indices in the green after further encouraging Chinese PMI data.The RBA decision provided little surprise and the SoMP included a reduction in GDP and household consumption forecasts.US equity futures were rangebound, DXY was flat, and UST futures traded sideways as all eyes now turn to the US Presidential Election.European equity futures are indicative of an uneventful cash open with the Euro Stoxx 50 future flat after the cash market closed lower by 0.5% on Monday.Looking ahead, highlights include UK Composite/Services Final PMI, US International Trade, Canadian Exports/Imports, US ISM Services, NZ HLFS Jobs, BoC Minutes, BoJ Minutes, US Election, Speakers including ECB President Lagarde & Schnabel, Supply from UK & US, Earnings from UniCredit, Ferrari, Oersted, Fresenius Medical Care, Hugo Boss, Zalando, Deutsche Post, Emerson Electric Co, Super Micro Computer & Global Foundries.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mixed and trading tentatively on either side of the unchanged mark; US futures are incrementally firmer/flat.Dollar is slightly softer on US election day, Antipodeans benefit from constructive Chinese PMIs and Aussie was fairly unreactive to an unsurprising hold at the RBA.USTs are essentially unchanged, Bunds are pressured alongside Gilts; the latter was weighed on by its 2034 auction.Upward bias across industrials amid geopolitics and encouraging Chinese PMI data.Looking ahead, US International Trade, Canadian Exports/Imports, US ISM Services, NZ HLFS Jobs, BoC Minutes, BoJ Minutes, US Election, Speakers including ECB President Lagarde & Schnabel, Supply from the US, Earnings from Emerson Electric Co, Super Micro Computer & Global Foundries.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Marvell Structera To Solve Memory Challenges For Cloud Providers https://www.marvell.com/company/newsroom/marvell-introduces-breakthrough-structera-cxl-product-line-to-address-server-memory-bandwidth-and-capacity-challenges-in-cloud-data-centers.html   GlobalFoundries Q2FY24 Earnings https://twitter.com/PatrickMoorhead/status/1820962443918492060 https://twitter.com/danielnewmanUV/status/1820839889811677610 https://twitter.com/danielnewmanUV/status/1820843295045550493 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2024-financial-results   Google Deemed A Monopoly In DOJ Ruling https://twitter.com/PatrickMoorhead/status/1820572688047546408 https://www.washingtonpost.com/technology/2024/08/05/doj-google-monopoly-trial-judgment/   CrowdStrike Aftermath: Microsoft Fires Back At Delta https://twitter.com/danielnewmanUV/status/1820860195368513754 https://twitter.com/PatrickMoorhead/status/1820870312805732660 https://abcnews.go.com/US/wireStory/microsoft-hits-back-delta-after-airline-months-tech-112626967#:~:text=Microsoft%20is%20joining%20cybersecurity%20software,a%20technology%20outage%20last%20month.   New Intel SVP & GM Provides Foundry Updates https://twitter.com/danielnewmanUV/status/1820943625196597424 https://twitter.com/PatrickMoorhead/status/1820934976604377589   OpenAI Revolving Door Of Founders & Executives https://twitter.com/danielnewmanUV/status/1820630985844609048 https://twitter.com/danielnewmanUV/status/1820630323488776667   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Morgan Brennan and Mike Santoli tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

Every day around the world, engineers get dressed to go to work. But due to a variety of appearance-based biases, picking out what to wear can be complicated for some women in STEM. Dr. Lindarti Purwaningsih, principal process engineer, integration engineering at GlobalFoundries, delves into the societal norms, biases, and personal experiences that shape the way women engineers dress in the workplace in this episode of Diverse. Drawing from her popular talk at WE Local Munich, Purwaningsih explores how dressing authentically can empower women in engineering and how organizations and leaders can foster a more inclusive workplace environment for all.

Podcast host Reese Tisdale talks with Bluefield Analyst Amber Walsh to get the low down on top takeaways from Q2 industrial water analysis. Industrial water markets are seeing a lot of change—from rising demand for data, the energy transition, and a focus on corporate sustainability strategies. In this discussion, Bluefield's water experts share their insights on three hot industries making waves in industrial water management + corporate sustainability, highlighting key water events and trends impacting they way in which companies respond to and address water management challenges and opportunities. Discussed in the podcast: 1. Bluefield keeps a close eye on government funding in the semiconductor manufacturing industry because of all the capital going towards Greenfield development—and with that comes water management spend and innovative solutions (i.e., reuse) especially in areas of water stress. In Q1, there were questions around the status of government funds from the U.S. CHIPS Act and market challenges. Q2 analysis shows the slow roll out of funds to semiconductor manufacturers GlobalFoundries, TSMC, Micron, Intel, and Samsung. What is the status of the funds and how are these companies responding? 2. In the hydrogen space, although still in early development, we are seeing significant investment being poured into green hydrogen. As Bluefield follows the money, we are expecting this to drive water management opportunities. As water is a key input in hydrogen production—and nearly 2,000 projects have been announced worldwide—Bluefield is estimating US$26.3 billion to be spent on water management in this sector through 2030. 3. Bluefield is tracking several trends in the food & beverage industry. Wastewater treatment remains a large area of spend for these facilities, increasingly stringent discharge regulations are pushing for advanced treatment. What is the impact of municipal surcharges for treatment that can range from a couple thousand dollars annually to millions? And how are companies dealing with higher operational costs and commodity prices? 4. Let's not forget about corporate sustainability. What is the reality of corporate sustainability in industrial water? Is it a driving factor in corporate water management decisions? Companies have largely been motivated to set water reduction targets and disclose water use. But what does this mean and is the goal actually meaningful? How do 'replenishment projects' work and what are attractive 'sustainable' business models (i.e., Water-as-a-service, operation management contracts). If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis The Hydrogen Economy: Water Demands, Management Strategies, and Global Forecasts, 2024–2030 Water for Food & Beverage: Market Trends and Forecasts, 2024–2030 Water for Semiconductors: Market Trends and Forecasts, 2023–2030 Corporate Sustainability: Water Management Targets and Goals

It's big news for your wallet: Capital One is set to acquire Discover in a $35.3B all-stock deal, pending any regulatory hurdles. In the run-up to the 2024 election, Axios co-founder Mike Allen is watching two key issues: President Biden's upcoming State of the Union, and former President Trump's days in court. In DC, the Biden administration is awarding chipmaker GlobalFoundries $1.5B for semiconductor production; National Economic Council Director Lael Brainard discusses the White House's program to bolster jobs and chips in the US. Plus, crude prices and bitcoin prices are on the rise.  Lael Brainard - 10:46Mike Allen - 21:09 In this episode: Mike Allen, @mikeallenJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

It's another earnings bonanza after the bell rings for overtime with Palo Alto Networks, Diamondback Energy, Chesapeake Energy, Caesars and Toll Brothers all reporting. We have you covered with the numbers and analysis. Vital Knowledge's Adam Crisfulli on what he makes of earnings season so far while Morgan Stanley's Lisa Shalett on her favorite sectors and emerging markets. Former Palo Alto CEO Lane Bess on what he makes of the company's latest earnings. Globalfoundries CEO Thomas Caulfield on his company's allocation from the CHIPS Act. Zelman & Associates Co-Founder Ivy Zelman makes sense of the housing market as investors wait on the Fed. 

A red day across the board during the session but an official earnings bonanza after the bell with Airbnb, Lyft, Instacart, Robinhood, MGM, Zillow and IAC reporting. We have the numbers and analysis on all of them, including with top analysts Mark Mahaney, Evercore ISI, and Dan Dolev, Mizuho. Bret Taylor on his new AI company and the latest at OpenAI. Plus, Vital Knowledge's Adam Crisafulli on today's selling and Globalfoundries CEO Thomas Caulfield on the environment for chips and his company's latest earnings report.