Podcasts about hbm

Tech Contrarians explains the market's AI obsession, and why fears of a bubble might be premature (1:00). OpenAI's spending spree (3:20). Big tech's CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).Episode TranscriptsShow Notes:AMD: OpenAI Got A Bargain - I Wouldn't Hold Into EarningsTaking Profits For Yield And Growth With David Alton ClarkMichael Burry to shut down hedge fundRegister for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PPFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2025.11.07【海力士 HBM 漲價50%！ 記憶體缺貨到2027！】#華爾街見聞 謝晨彥分析師 ☆ #海力士 明年產程全被包下 #HBM 缺貨到2027？ ☆ HBM產業近況 法人估海力士營運將超越 #台積電？ ☆ 台廠有哪些HBM供應鏈 該如何佈局？ 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn

HBM，全名高帶寬記憶體，是把記憶體晶粒堆疊並緊鄰處理單元的先進技術。與 DDR 等傳統記憶體相比，HBM 提供更高帶寬與更低功耗，廣泛用於 GPU、AI 加速器與高效能伺服器。在台灣，全球半導體供應鏈的核心地位意味著穩定的材料、封裝與測試能力，為採用 HBM 的高階晶片提供可靠支撐，推動本地創新與產業升級。文章連結：https://birthdays.tw/hbm%E6%98%AF%E4%BB%80%E9%BA%BC%EF%BC%9F/想要學習更多?1. 請造訪超人行銷免費索取十堂網路行銷課程:https://www.isuperman.tw2. 加LINE官方帳號好友:https://line.me/R/ti/p/%40gyx7886l

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it's back in growth mode.In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions.Key Topics Covered:The Market: Why the NAND flash market is about to heat up and how SanDisk is uniquely positioned against memory chip makers like SK hynix and Micron.The Partnership: Our preference for SanDisk over Kioxia due to their Flash Ventures joint venture, allowing SanDisk to buy finished wafers at cost with a small markup (asset light model).The Innovation: SanDisk's invention of HBF (High Bandwidth Flash), which might be an answer to HBM for co-packaging next to GPUs.The Financials: Analyzing the 30x expected free cash flow valuation, the company's flip from free cashflow loss to free cashflow positive, the GAAP net loss, and the loan inherited from Western Digital.Investment Thesis: Whether SanDisk should be a small bet in a basket play alongside Lam Research and Pure Storage.TImestamps:(00:00:00) | Introduction: The Memory Supercycle and SanDisk's Re-IPO(00:01:06) | Core Product: NAND Flash, IDMs, and the $200 Billion Market(00:03:00) | SanDisk's History: Spin-off from Western Digital & The NAND Landscape(00:03:38) | The Storage Supply Chain: Lam Research, Kioxia, and Pure Storage(00:05:14) | Kioxia Partnership: Why SanDisk Gets Wafers "At Cost"(00:07:34) | The Market Catalyst: HDD Shortages and Data Center SSD Demand(00:09:56) | Next-Gen Innovation: High Bandwidth Flash (HBF) vs. HBM(00:11:15) | Enablers & Market Exposure: Fab Equipment (Lam, Applied) and Client/Cloud Segments(00:14:02) | Financials: Flipping from Free Cash Flow Loss to Positive(00:16:08) | Q1 Fiscal 2026 Guidance, Debt, and NTM Valuation(00:18:12) | Final Takeaway: SanDisk as a "Small Bet" in a Basket PlayJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #SanDisk #NANDFlash #AIDC #MemorySupercycle #Investing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫英伟达的护城河，来自古董鱼。看了一晚上英伟达的护城河，强行洗脑，最后的结论是英伟达不倒，我不撤退，一直AI下去。如果哪天英伟达被颠覆了，别问我还能不能拿，因为那时候我已经跑了。大家都以为英伟达的硬件强，其实它的隐形护城河是计算平台和编程模型加网络。我们来看看英伟达的先发优势与成熟度：他的计算平台和编程模型于 2007 年推出，经过近 20 年的发展，已成为 G P U 计算的行业标准。它积累了超过 400 万开发者，形成了庞大的社区和网络效应。从英伟达的全栈优化与工具链来看，计算平台和编程模型提供了从编译器、调试器到高度优化的核心库的全套工具。这些库经过英伟达的深度优化，能充分发挥其硬件性能，开发者无需编写底层代码即可获得顶尖性能。再从开发习惯与迁移成本来看，计算平台和编程模型广泛纳入大学课程和培训项目，工程师们从小白阶段就开始接触它。企业积累了大量的 CUDA 代码和专业知识，切换到其他平台需要重写代码、重新培训员工，并面临性能不确定的风险，这种切换成本高得难以想象。这种计算平台和编程模型的关键优势之一是，随着时间的推移，它通过新的软件更新不断改进硬件。刚刚对在H100和新的Blackwell GB200 NVL72这两种版本的芯片上运行AI训练进行了基准比较，结果表明了为什么计算平台和编程模型及其软件随着时间的推移的改进如此重要。最新，CoreWeave公司给出的数据，对 NVIDIA GB300 NVL72，进行了基准测试，其每 4x的 G P U 的单位时间内跑AI的速度比16x的H100高6倍，最初可不是这个比值，通过英伟达的计算平台和编程模型的不断优化，最后达到了这个高性能。其实一直有用CUDA转换器的，然而，用过转换器的，他们以大约80%的速度转换CUDA代码，而剩下的20%必须由内核工程师手动完成，这样成本并不便宜。同样有趣的是，虽然其他公司正在结成联盟，为Nv的全栈部分建立替代方案，但是目前没有一个与英伟达竞争的联盟出现。接着是英伟达网络的护城河。关于网络，通常说纵向扩展和横向扩展这两个部分，最近火的scale across先不提了。纵向扩展指的是机架里的 G P U 能够相互连接，形成单个 G P U 节点，并使其尽可能强大。然后，横向扩展网络使这些 G P U 节点能够连接到其他 G P U 节点，并共同形成一个大型 G P U 集群，使用其专有的 N V Link和 N V switches横向扩展时，他们使用从Mellanox收购中获得InfiniBand或以太网作为次要选项。英伟达的其他对手一起搞了个 U A link联盟，它的成员包含了能想到的其他公司。U A link有 A M D 、亚马逊、谷歌、英特尔、Meta、微软、思科、苹果、Astera Labs等公司组成。但它对 A M D 来说很重要，因为与英伟达相比，其最大的缺点之一是网络。网络不仅对培训人工智能工作负载很重要，而且对推理也很重要。随着推理模型的推论变得更加复杂，拥有良好的放大和缩小是关键。同时，为了解决这一挑战，他们希望支持所有可用的替代方案。这就是为什么他们有灵活的输入输出通道。这些灵活的输入输出通道使A M D能够支持不同的标准。虽然 U A Link还很年轻，但它已经遇到了很大的挫折。起初，博通是参与的关键公司之一，但后来退了。这是一个重大的挫折，因为 A M D 现在必须依靠AsteraLabs和Marvell来生产 U A Link联盟的交换机，而 U A Link交换机要到2027年才能准备就绪。这就是为什么我们可以看到，虽然 A M D 的MI400x显卡有 U A Link Serdes，但它并没有构成一个完整的扩展网络。不过，英伟达不仅仅是在关注这一发展，因为在UALink 1.0发布一个月后，他们宣布了NVLink Fusion，从纸面上看，它打开了NVLink生态系统。这对英伟达来说是一大步，因为一位前英伟达高级员工解释说，在内部实施这一步骤是多么具有挑战性，因为Meta想在他在那里工作时将 N V Links用于他们的MTIA，而英伟达的回答是坚定的“不”。NVLink 技术模块是用英伟达自家独有的方式和芯片传递数据的，其中一部分技术至今还是英伟达独有的。有了这套技术，英伟达只能让客户用他们的芯片间连接技术。现在客户也意识到了这一点，就像那位前英伟达员工提到的，他们担心这样一来，就算自己有定制的专用芯片ASIC，也会进一步被绑在英伟达的生态系统里 ，所以 U A Link到现在依旧是个替代选择。英伟达和 U A Link这边，有个关键角色是 Astera Labs公司 —— 毕竟现在博通已经自己单干、走自己的技术路线了。现在 U A Link联盟得靠 Astera Labs 来提供交换机。英伟达很清楚Astera Labs现在是 U A Link联盟里的核心部分，可能会想办法促使Astera Labs订购更多英伟达的 NVLink Fusion；而一旦Astera Labs用了NVLink Fusion，他们能为 U A Link服务的能力就会受限，至于这么做最终能不能帮到英伟达，还得靠时间来验证。在横向扩展方面，英伟达的InfiniBand网络技术，有个替代方案是支持远程直接内存访问的以太网。英伟达也支持这个替代方案，但只把它当作“次要选项”，英伟达甚至还有个 Spectrum X 以太网平台，因为他们通过收购，拿到了Spectrum系列交换机的技术和产能。很多大型科技公司也支持以太网，原因很实在：它成本更低，早就广泛用在数据中心里，而且有多家供应商可选。现在支持 RDMA 的以太网已经获得了不少采用度，因为大型科技公司和Meta这类企业，都愿意用它来减少对英伟达的依赖。不过，此前我们虽已探讨过纵向扩展和横向扩展软件与网络这两个核心层面，但还有一个新的关键层面才刚刚兴起，那就是HBM，高带宽内存。作为人工智能加速器的核心组件之一，HBM的重要性会随着AI模型向更大规模、更复杂结构发展，而愈发凸显。目前，海力士与美光是 HBM3 内存的主要供应商，不过三星预计也将完成相关认证流程，加入 HBM3 的供应体系。当向HBM4内存过渡时，将迎来一项关键变革：HBM4 的基础芯片晶圆需采用先进的逻辑芯片制造工艺。这意味着海力士与美光无法独立完成，必须将制造环节外包给台积电；同时，这些内存厂商还需与逻辑芯片设计公司或技术授权商展开合作，方能完成它的设计工作。这一变革为 “定制化 HBM 内存方案” 创造了空间，但反过来也意味着，HBM4的利润需与台积电共享一部分 —— 毕竟其制造环节高度依赖台积电。此外，HBM4 的复杂度远高于HBM3，需将内存厂商的芯片堆叠技术与代工厂的先进制造工艺相结合，这种局面实际上对英伟达更为有利，因为英伟达此前已计划自主设计HBM4的 3 纳米芯片裸片。事实上，我并不担心专用芯片ASIC会侵占过多市场份额。多数云服务提供商选择自主研发芯片，主要源于英伟达的市场垄断与显卡产能不足 —— 这实属无奈之举，他们为了更快获取可用算力，才不得不走上自主研发之路。此次英伟达发布的 Rubin 系列 CPX 产品，核心目标便是提升 AI 的上下文推理能力。在我看来，推理领域真正的领先者，并非 ASIC 这类专用推理芯片，仍属英伟达的产品。另有一项关键问题不容忽视：数据中心可使用的电力存在限制，尤其在北美地区，电力更是必须重视的硬性约束。为何 X AI 公司能在 122 天内建成全球规模最大的算力中心？一方面，马斯克拥有全球顶尖的工程团队与执行能力；更重要的是，X AI所能获得的供电支持，在全球范围内也处于顶尖水平。当你运营现有数据中心，或计划新建数据中心时，需与电力公司合作确定固定的电力使用额度，而这一额度具有明确上限 —— 你无法随意致电电力公司，提出 “需额外增加 10% 电力” 的需求。若我们对比英伟达当前一代与下一代服务器，那么在评估H100与GB300服务器时，核心衡量标准应是 “处理同等数量的令牌时，可节省多少电力”。而英伟达每次产品更新，实际上都在推进这项电力效率优化工作。所以，我想说的是英伟达的手里牌很多，老黄这个人能力强的可怕，就算现在出来ASIC和其他 G P U 竞争对手，都是更多跟随和模仿，对所有在供应链做硬件的公司都是利好，因为总的需求变多了，可以说遍地开花。

Stephanie Walter and John Freeman preview Micron (MU) earnings. Stephanie notes that Micron is “leaning in” to HBM chips, which are a prerequisite for AI data centers – potentially bullish, but with raised market expectations, it might not be enough. They discuss how Micron has become more of a strategic play than in the past as it becomes a bedrock of AI infrastructure. John owns MU shares and gives his outlook for shares, which are near highs going into the report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Breastmilk is Dynamic Cellular and transcriptional diversity over the course of human lactation This recent 2022 paper in the Proceedings of the National Academy of Sciences by Dr. Nyqiust and colleagues is a site for sore eyes. It offers a remarkable, high-resolution portrait of how the cellular landscape of human breast milk (hBM) shifts over time. The authors capture something both scientifically rich and uniquely human: the dynamic, living composition of milk as it adapts to the changing needs of mother and child. The abstract: "Human breast milk is a dynamic fluid that contains millions of cells, but their identities and phenotypic properties are poorly understood. We generated and analyzed single-cell RNA-sequencing (scRNA-seq) data to characterize the transcriptomes of cells from hBM across lactational time from 3 to 632 d postpartum in 15 donors. We found that the majority of cells in hBM are lactocytes, a specialized epithelial subset, and that cell-type frequencies shift over the course of lactation, yielding greater epithelial diversity at later points. Analysis of lactocytes reveals a continuum of cell states characterized by transcriptional changes in hormone-, growth factor-, and milk production-related pathways. Generalized additive models suggest that one subcluster, LC1 epithelial cells, increases as a function of time postpartum, daycare attendance, and the use of hormonal birth control. We identify several subclusters of macrophages in hBM that are enriched for tolerogenic functions, possibly playing a role in protecting the mammary gland during lactation. Our description of the cellular components of breast milk, their association with maternal–infant dyad metadata, and our quantification of alterations at the gene and pathway levels provide a detailed longitudinal picture of hBM cells across lactational time. This work paves the way for future investigations of how a potential division of cellular labor and differential hormone regulation might be leveraged therapeutically to support healthy lactation and potentially aid in milk production." (Nyquist et. al. 2022) And more information on breastmilk immunology and a recipe. Dr. M

Today’s episode is all about high-performance memory in switches. We dig into the differences among TCAM, SRAM, DRAM, and HBM, and all the complex tradeoffs that go into allocating memory resources to networking functions. If you've ever had to select a Switching Database Manager template or done similar operations on a switch, this is your... Read more »

Today’s episode is all about high-performance memory in switches. We dig into the differences among TCAM, SRAM, DRAM, and HBM, and all the complex tradeoffs that go into allocating memory resources to networking functions. If you've ever had to select a Switching Database Manager template or done similar operations on a switch, this is your... Read more »

Today’s episode is all about high-performance memory in switches. We dig into the differences among TCAM, SRAM, DRAM, and HBM, and all the complex tradeoffs that go into allocating memory resources to networking functions. If you've ever had to select a Switching Database Manager template or done similar operations on a switch, this is your... Read more »

At FMS25 there was lots of discussion on HBM, QLC&SCM SSDs, UAlink/UEC, UCIe for SSDs and liquid cooled m.2 SSDs, listen to the podcast to learn more.

So we're selling AI chips to China now. Chris Miller, author of Chip Wars, and Lennart Heim at RAND join to discuss: What are the tradeoffs involved in selling Why China is talking like they don't even want the H20s Why selling HBM and semiconductor manufacturing equipment might be an even bigger deal than Nvidia chips Check out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls! https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/ Outtro Music: It's a Shame, The Spinners, 1970 https://www.youtube.com/watch?v=uRQQudHLi0A&ab_channel=TheSpinners-Topic Learn more about your ad choices. Visit megaphone.fm/adchoices

So we're selling AI chips to China now. Chris Miller, author of Chip Wars, and Lennart Heim at RAND join to discuss: What are the tradeoffs involved in selling Why China is talking like they don't even want the H20s Why selling HBM and semiconductor manufacturing equipment might be an even bigger deal than Nvidia chips Check out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls! https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/ Outtro Music: It's a Shame, The Spinners, 1970 https://www.youtube.com/watch?v=uRQQudHLi0A&ab_channel=TheSpinners-Topic Learn more about your ad choices. Visit megaphone.fm/adchoices

Guest: Dr. Tom Coughlin, President, Coughlin Associates, IEEE Past President (2025) Website: https://tomcoughlin.com FMS Conference: https://futurememorystorage.com/ Episode Summary: Join us for an enlightening conversation with Dr. Tom Coughlin, a seasoned digital storage analyst and consultant with over 40 years in the industry. Tom, the President of Coughlin Associates and former IEEE President, shares unparalleled insights into the foundational technologies shaping our digital world. We delve into the crucial role of memory in AI's development, the surprising realities of storage demand, and the fascinating world of breakthrough memory technologies. Discover why memory often gets overlooked in AI discussions, critical considerations for data privacy, and the global impact of the IEEE. Tom also previews the upcoming Future of Memory and Storage (FMS) conference and offers invaluable career advice for tech entrepreneurs. Key Discussion Points: Behind-the-Scenes of Storage Innovation: Tom shares a surprising story about the 25-year research journey behind HAMR technology now rolling out in HDDs. Evolving Storage Demands: Learn how SSDs have become primary data center storage and replaced HDDs in personal computers and consumer applications. Understand HDDs' shift to colder storage in data centers—this is their growth market, and much of the world's data lives on HDDs. Discover magnetic tape's vital role in archiving and backing up cloud data. Explore new archive storage technologies being developed, such as optical recording and DNA storage. Memory's Critical Role in AI: Memory, particularly DRAM, is playing a big role in training AI models. Approaches are emerging that reduce the need for expensive DRAM (especially in HBM) for inference applications, using storage technologies like SSDs (e.g., Kioxia's AiSAQ for tuning LLMs). er optical storage or DNA for long-term data storage and preservation. Why Memory is Overlooked in AI: Insights into why people tend to focus more on processing (GPUs) than on the data itself, despite memory and storage advances being as impressive as those in GPUs. Data Privacy & Security in Storage: Essential considerations include having copies of data on immutable storage for ransomware recovery, using AI for anomaly detection on networked systems to prevent malware, and proper encryption use in storage systems for data security. The Global Impact of IEEE: Learn about IEEE as the world's largest technical professional organization with nearly half a million members in over 190 countries. IEEE puts on over 2,000 conferences and events each year and publishes a good percentage of the world's technical literature. IEEE standards enable interoperability and industries, with a recent focus on sustainability and ethical AI practices to solve global problems and benefit humanity. Future of Memory and Storage (FMS) Conference: Dr. Coughlin, the general chair, provides details on the 2025 FMS (August 4-7, 2025, at the Santa Clara Convention Center). The conference will feature keynotes by major players in the digital storage and memory industry and sessions covering all major technologies and applications. FMS is the largest independent event focused on digital storage and memory. Highlight Speakers at FMS: Keynote talks include representatives from Kioxia, Fadu, Micron, Silicon Motion, SK hynix, Samsung, Neo, Sandisk, Max Linear, VergeIO, and Kove. There will also be a special session on AI, memory, and storage organized by NVIDIA, and Dr. Coughlin will give a talk on his experiences as IEEE President in 2024. Many parallel sessions will feature speakers from important industry players. Major Disruption in Digital Storage: Dr. Coughlin predicts that just managing the massive amounts of data generated by AI and IoT will be a huge challenge. He also foresees a growing need for technology to ensure data provenance, to identify false information and curate data for AI training. Career Advice for Tech Professionals: Dr. Coughlin advises aspiring tech professionals to be part of their industry and join technical professional organizations like the IEEE. This provides opportunities to develop professional networks and learn important skills like working with others and communicating through volunteer leadership. Learn More About Dr. Tom Coughlin and FMS: Future of Memory and Storage (FMS) Conference: https://futurememorystorage.com/ Tom Coughlin's Work: https://tomcoughlin.com Disclaimer: The information provided in these show notes is for informational purposes only and does not constitute financial, investment, or technical advice. Views expressed by the guest are their own and do not necessarily reflect the views of the podcast host or its affiliates..do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC.. Listeners should conduct their own research and consult with qualified professionals before making any decisions.  

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan a fondo los reportes financieros más recientes de tres gigantes del mercado: Paychex, Micron Technology y Walgreens Boots Alliance. El episodio arranca con un repaso al desempeño de Micron y su revolucionaria memoria HBM, explicando de manera sencilla cómo funciona esta tecnología, por qué es clave en la era de la inteligencia artificial y cómo está impulsando el crecimiento de la compañía.  Luego, el foco se traslada a Paychex tras su adquisición de Paycor, destacando las sinergias, la estrategia de integración y la reacción de los analistas. Finalmente, se aborda el caso de Walgreens, una empresa que atraviesa un proceso de privatización y reestructuración, enfrentando desafíos en ventas y márgenes, y cuya historia refleja la transformación del sector retail en Estados Unidos. A lo largo del episodio,  Andre y Eugenio aportan datos curiosos, contexto histórico y opiniones relevantes para entender no solo los números, sino también las historias y tendencias que están moviendo el mercado en estos días.

In this special episode of the Astonishing Healthcare podcast, Capital Rx Co-Founder and CEO, AJ Loiacono, and John Asalone, Executive Vice President of the newly formed Judi Care (former CEO of Amino Health), join Justin Venneri in the studio for a discussion about Capital Rx's acquisition of Amino, a unique care navigation company. The conversation covers everything from the background on how AJ and John met to "What is care navigation?" and how Judi Care offers 1) health plan members (i.e., healthcare consumers) a differentiated way to take control of their individual healthcare journeys, and 2) plan sponsors and other payers a user-friendly, unified pharmacy and medical care navigation front end that empowers plan members to find the care they need, when they need it.We're incredibly excited about the future and the opportunity to meaningfully improve access to care and the overall health benefits experience while helping reduce costs. Capital Rx has evolved into an HBM - or health benefits manager - as a result of Judi® processing medical AND pharmacy claims (and supporting all related workflows in one system), and a unified front end that "puts quality, cost insights, and all of the benefits that your health insurance provides into one simple search box" is a natural extension of our enterprise health tech capabilities. We hope you enjoy learning more about our journey and evolving mission!Related ContentJudi Health™ Earns Best Healthcare InsurTech Solution in the 9th Annual MedTech Breakthrough Awards ProgramCapital Rx Unveils Healthcare's First Unified Pharmacy and Medical Claims Processing PlatformCapital Rx Adds More than 80 New Partnerships in 2024 and Eyes Another Year of Record Growth in 2025AH065 - The Bridge to Value-Based Care: Unified Claims Processing™, with Dr. Sunil BudhraniFor more information about Capital Rx and this episode, please visit Capital Rx Insights.

Today's guest is a powerhouse of resilience and resourcefulness: Janice Thayer of Curated Properties in Abingdon, Virginia. As a longtime member of Hosting Business Mastery (HBM), Janice shares her remarkable journey from navigating personal upheaval to launching a thriving short-term rental business — all while living on-site.In this inspiring conversation, Janice explains how she leveraged her design expertise and entrepreneurial background to build a luxury hosting brand, create multiple rentable spaces within her own home, and master the art of direct bookings. She walks us through the challenges of launching during COVID, navigating property renovations, and the mindset that has allowed her to double her revenue every year since opening.We also discuss how Janice uses dynamic pricing, multiple social media platforms, and creative SEO tactics to attract guests — including how she's achieved a 28% direct booking rate with zero paid advertising. Plus, she shares her strategies for guest screening, why she chooses to stay involved in HBM years after launching, and why resilience is every host's superpower.If you've ever wondered whether you can truly take control of your STR income and build a sustainable, guest-loved business — this is the episode for you.In this episode, we cover:• How Janice's interior design and hospitality background set her apart as a host• Starting a STR business after a major life transition• The pros and cons of living onsite with your guests• Renovating and reconfiguring space to maximize bookings• Why dynamic pricing was a game-changer for Janice's revenue• How she built a direct booking website that now accounts for nearly 30% of her income• Tips for using social media and SEO to attract direct bookings• Managing cleaners and maintaining high standards• Why Janice stays engaged in Hosting Business Mastery year after year• The #1 mindset shift every host needs to succeedResources mentioned:• Join our FREE upcoming workshop: thanksforvisiting.com/workshop• Watch on YouTube: The #1 Airbnb Revenue Management Metric You NEED to know about!• Follow Janice and explore her properties: linktr.ee/curatedpropertiesllcMentioned in this episode:Make More Money This Year | Join our LIVE Workshop!Minoan | Visit MinoanExperience.com and tell them TFV sent you!Hostfully | Go to https://www.hostfully.com/tfv and use TFV500 to get $500 off your subscription.Make More Money This Year | Join our LIVE Workshop!

This one's wild. Aryan pulls up to talk about meeting IShowSpeed, how that even happened, and the full story behind getting banned from Walmart (yes, actually banned). From viral moments to straight-up madness, this episode is peak HBM chaos — you already know it's a banger.

※※※ 김현정 앵커의 연수 휴가로 〈김현정의 뉴스쇼〉는 이철희 前 정무수석이 대신 진행합니다 ※※※ 삼성전자+하이닉스, 국내주식 시가총액 25%삼성전자 위기는 사이클 아닌 구조적 문제HBM 못 따라잡고 파운드리는 적자범용은 중국에 밀려..과감한 구조개혁 필수분사 독립경영해야..특별법으로 될일 아냐 ■ 방송 : CBS 라디오 [김현정의 뉴스쇼] FM 98.1 (07:10~09:00)■ 진행 : 이철희 (김현정 앵커 대신)■ 대담 : 박상인 (서울대 행정대학원 교수)See omnystudio.com/listener for privacy information.

This video is sponsored by Finchat.io: Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is SK hynix a good stock to buy now? Chip Stock Investor analyzes SK hynix, the leading provider of high bandwidth memory (HBM) crucial for AI, accelerated computing, and data center and cloud applications. Learn what is HBM vs. traditional DRAM, the competitive landscape with Micron, Samsung, and upstart memory chip makers in China, and SK hynix's financial outlook. Gain insights to make informed investment decisions in the memory chip segment of the semiconductor industry! Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

[손에잡히는경제 인터뷰] 대한민국 HBM 개발의 미래와 생존전략 - 심대용 동아대 교수 (전 SK하이닉스 부사장)

Hello everyone!!For our first HBM of 2025 we offer something quite strange, at first glance something all about military propaganda and nothing quite our podcast range, Ace Combat 7!But, as we are joined by our friend Sid of, among other things, The Bad Game Hall of Fame, we dive deeper!And yeah... there's a lot of propaganda, but still, attempts at telling a story and even being anti-war, but we shall see.Happy new year and here's to plenty of HBM in 2025! Enjoy!Check out Sid's stuff!https://linktr.ee/beamsplashxIf you can and are interested in early episodes and the Here Be Extras, check our Patreon!https://www.patreon.com/leftpage Also! If you're not there already, feel free to join our Discord, as we have been more talkative than usual, and plan to do so more and more!https://discord.gg/J2wgG3yrPNIntro Music: Home, by Karl Casey @ White Bat AudioOutro Music: Leve Palestina, Spartacus Hosted on Acast. See acast.com/privacy for more information.

Greetings and Salutations everyone,We decided to do a second HBM episode this month instead of a HBE, we know a part of our audience likes it when we talk about Bioware so we hope this is a fun holiday present for you guys! We are going to be honest, this is a very text based analysis, and might not be the easiest to follow along with for those who have not played the game. We do think there is something there for everyone since we talk about how you can approach RPGs and choices in video games in general. We also talk about notions of representation that are universally accessible.Hope you enjoy!Frank & LeonIf you can and are interested in early episodes and the Here Be Extras, check our Patreon!https://www.patreon.com/leftpage Also! If you're not there already, feel free to join our Discord, as we have been more talkative than usual, and plan to do so more and more!https://discord.gg/J2wgG3yrPNIntro Music: Home, by Karl Casey @ White Bat AudioOutro Music: Leve Palestina, Spartacus Hosted on Acast. See acast.com/privacy for more information.

How is the ever increasing AI demand and workloads affecting memory? Six Five is On The Road at Marvell Industry Analyst Day to answer just that.  Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology, Samsung Semiconductor, and SK hynix America executives—In Dong Kim, Sunny Kang, and Will Chu, for a conversation on the collaboration between Marvell, Samsung, and SK Hynix on custom high bandwidth memory (HBM) solutions, aimed at enhancing the processors driving accelerated infrastructure. This new approach to memory solutions is projected to increase memory capacity, optimize power usage, and reduce silicon waste, marking a significant advancement in the custom chip technology space.  Their discussion covers: The collaboration between Marvell, Samsung Semiconductor, and SK hynix on developing custom HBM solutions The key benefits of custom HBM, including increased memory capacity and optimization of power and performance Insights into the customization process of HBM and how it delivers its advantages The impact of custom HBM on AI processors and projections for its market adoption The roadmap and future potential of custom HBM for various applications and industries  

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure in data centers, the competitive landscape with Broadcom, and the significance of custom HBM in AI silicon. They explore how Marvell is positioning itself as a data center company and the implications of custom solutions in the evolving semiconductor industry. The conversation also touches on Nvidia's dominance and the future of data centers, emphasizing the need for optimization and the potential for a shift back to more affordable solutions. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent developments surrounding Broadcom, particularly its stock surge attributed to optimism in AI. They delve into the company's market position, the significance of data center design, and the distinction between Total Addressable Market (TAM) and Serviceable Addressable Market (SAM). The discussion also covers the critical role of networking in AI, the rise of million-node data centers, and Broadcom's strategy regarding M&A and custom silicon. The conversation highlights the evolving landscape of AI and the competitive dynamics between major players in the industry.

20241203 [뉴스 원샷] 미국, 대중 반도체 수출통제 발표…한국산 HBM도 적용 (손지은 서울신문 기자)

[깊이 있는 경제뉴스] 1) 소비자단체 “OTT 구독료, 산정 근거 공시해야” 2) 정부, 자본시장법 개정안.. 상법과 차이는? 3) 中 10년물 국채금리, 2% 아래로 떨어졌다 4) 美, 대중 반도체 수출 규제.. 한국산 HBM 타격 -김치형 경제뉴스 큐레이터 -조미현 한국경제신문 기자 -나수지 한국경제신문 기자

미국 정부가 중국이 인공지능을 개발하는 데 필요한 핵심 부품인 고대역폭메모리 HBM의 중국 수출을 통제하기로 했습니다.삼성과 SK하이닉스 등 우리 반도체 기업들도 영향을 받을 것으로 보입니다. 중국은 전형적인 경제적 강압 행위이자 비시장적 방법이라며 반발했습니다.최재해 감사원장과 이창수 서울중앙지검장 등 검사 3인에 대한 탄핵소추안이 국회 본회의에 보고돼 내일 본회의에서 표결 처리됩니다.더불어민주당의 '4조 1천억원 삭감' 예산안이 보류되면서 여야는 앞으로 1주일 간 팽팽한 예산 줄다리기를 이어갈 전망입니다.통계청이 발표한 '온라인 쇼핑 동향'에 따르면 지난 10월 온라인쇼핑 거래액은 20조2천845억원으로 작년 동월보다 0.6% 증가하는 데 그쳤습니다.일도 구직 활동도 하지 않고 '그냥 쉰' 사람 10명 중 3명은 2030 청년층인 것으로 집계됐습니다.See omnystudio.com/listener for privacy information.

241125(2) [찬란한경제] (1) 블랙핑크·BTS ‘컴백'...주식시장 난리났다 / (2) 삼성전자, HBM 엔비디아 납품 임박 '초읽기' / (3) 스페이스X가 곧 테슬라를 능가할 수도 있는 이유 / (4) 위기설 롯데...구조조정 신호탄

The story of Groq, a semiconductor startup that makes chips for AI inference and was recently valued at $2.8 billion, is a classic “overnight success that was years in the making” tale. On this episode, I talk with founder and CEO Jonathan Ross. He began the work that eventually led to Groq as an engineer at Google, where he was a member of the rapid eval team – “the team that comes up with all the crazy ideas at Google X.” For him, the risk involved in leaving to launch Groq in 2016 was far less than the risk of staying in-house and watching the project die. Groq has had many “near-death” experiences in its eight years of existence, all of which Jonathan believes have ultimately put it in a much stronger position to achieve its mission: preserving human agency in the age of AI. Groq is committed to giving everyone access to relatively low-cost generative AI compute, driving the price down even as they continue to increase speed. We talked about how the company culture supports that mission, what it feels like to now be on the same playing field as companies like Nvidia, and Jonathan's belief that true disruption isn't just doing things other people can't do or don't want to do, but doing things other people don't believe can be done – even when you show them evidence to the contrary.  Other topics we touched on include: Why the ability to customize on demand makes generative AI different  Managing your own and other people's fear as a founder The problems of corporate innovation The role of luck in business How he thinks about long-term goals and growth — Brought to you by: Mercury – The art of simplified finances. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. DigitalOcean – The cloud loved by developers and founders alike. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Runway – The finance platform you don't hate. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. — Where to find Jonathan Ross: • X: ⁠https://x.com/JonathanRoss321⁠  • LinkedIn: ⁠https://www.linkedin.com/in/ross-jonathan/⁠ Where to find Eric: • Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ericries.carrd.co/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  • Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ericriesshow.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  • YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@theericriesshow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  — In This Episode We Cover: (04:24) Jonathan's involvement with the DeepMind Challenge Match between AlphaGo and Lee Sedol (06:06) How Jonathan's work Google and how it led him to that moment (08:46) Why generative AI isn't just the next internet or mobile (10:12) The divine move in the DeepMind Challenge Match (11:56) How Jonathan ended up designing chips without the usual background (13:11) GPUs vs. TPUs (14:33) What risk really is (15:11) Groq's mind-blowing AI demo  (16:23) How Jonathan decided to leave Google and start Groq (17:30) The differences between doing an innovation project at a company and starting a new company (19:03) Nassim Taleb's Black Swan theory (21:02) Groq's founding story (24:12) The difference in attitude towards AI now compared to 2016 and how it affected Groq (25:46) The moment the tide turned with LLMs (28:28) The week-over-week jump from 8,000 users to 400,000 users (30:32) How Groq used HBM and what is it (the memory used by GPUs) (32:33) Jonathan's approach to disruption (35:38) Groq's initial raise and focus on software (36:13) How struggling to survive made Groq stronger (37:13) Hiring for return on luck (40:07) How Jonathan and Groq think about the long-term (42:25) Founder control issues (45:31) How Groq thinks about maintaining its mission and trustworthiness (49:51) Jonathan's vision for a capital market that would support companies like Groq (52:58) How Groq manages internal cultural alignment (55:59) Groq's mission and to preserve human agency in the age of AI how it approaches achieving it (59:48) Lightning round You can find the transcript and references at ⁠⁠https://www.ericriesshow.com/⁠ — Production and marketing by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://penname.co/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Eric may be an investor in the companies discussed.

Hello everyone!!For this month's spooky HBM we go back to Interview with a Vampire! Season 2! And in good company too, with Jay, of LibraryPunk and Tender Subject fame!It's vampire talk again, as we go back into interviewing immortal beings and finding out just how interesting their drama really is. Is it? We wonder that as we dive into this continued adaptation, its successes and limits, and just how effective, or not, their queer representation really is effective or that engaging!Enjoy!And, of course, check out Jay's work elsewhere!LibraryPunkTender SubjectAnd please support our Patreon if you can and are interested in early episodes and the Here Be Extras!https://www.patreon.com/leftpage Also! If you're not there already, feel free to join our Discord, as we have been more talkative than usual, and plan to do so more and more!https://discord.gg/J2wgG3yrPNIntro Music: Home, by Karl Casey @ White Bat AudioOutro Music: Leve Palestina, Spartacus Hosted on Acast. See acast.com/privacy for more information.

Hypnotic Black Magic, based between Berlin and Lisbon, has become a defining figure in the deep techno circuit. As the visionary behind Art Bei Ton, a label, podcast, and event series, she's been instrumental in shaping a more inclusive and experimental corner of the scene. With a taste rooted in hypnotic techno, ambient textures, and ritualistic rhythms, HBM's sets are known for weaving loopy patterns, groovy basslines, and dreamlike atmospheres. From Tresor to VENT and beyond, she's built a global reputation not just for her electrifying sets but for fostering spaces where FLINTA* and queer artists thrive. Through projects like Ambient Sleepers and events spanning New York to Seoul, she channels her DIY ethos into curating experiences that transcend music, offering cathartic moments for dancefloors worldwide. Hypnotic Black Magic's mix for Delayed seamlessly reflects her artistry. Over the course of an hour, she conjures a spellbinding atmosphere, opening with eerie female vocals and liquid basslines that ripple and shift like a mirage. The set takes on a nostalgic dimension, featuring some of her favorite tracks from the mid-2010s, proof that timelessness in techno isn't about release dates but resonance. HBM delivers a technically flawless mix, creating a steady ascent that holds tension without ever feeling forced. This is hypnotic techno at its finest: immersive without excess, subtle yet captivating (I know, I know, this adjective is way overused nowadays, but it fits perfectly to describe this mix). Surrender to the mix; before you know it, the hour has slipped through your fingers. https://soundcloud.com/hypnotic-black-magic https://soundcloud.com/art-bei-ton https://www.instagram.com/hypnoticblackmagic/ Write up by https://soundcloud.com/gilleswasserman Follow us on social media: https://soundcloud.com/itsdelayed https://linktr.ee/delayed https://www.itsdelayed.com https://www.facebook.com/itsdelayed https://www.instagram.com/_____delayed https://www.youtube.com/@_____delayed

durée : 00:58:19 - Le Cours de l'histoire - par : Xavier Mauduit, Maïwenn Guiziou - À l'aube du 20ᵉ siècle, les pouvoirs publics construisent des habitations à bon marché, dites HBM, pour loger la classe ouvrière aisée. À partir des années 1950, l'habitation à loyer modéré (HLM) se développe et incarne la modernité des "Trente Glorieuses". - réalisation : Thomas Beau - invités : Marie-Jeanne Dumont Architecte et historienne. Secrétaire générale de la Commission du Vieux Paris.; Thibault Tellier Historien

Send us a textIn this episode, Françoise von Trapp speaks with Chee Ping Lee, of Lam Research, about the critical role of high bandwidth memory (HBM) in generative AI, emphasizing its high bandwidth and compact design.  HBM memory has received a lot of attention as one of the first technologies to implement 2.5D and 3D stacking. Lee explains how HBM uses advanced packaging technologies like TSV and microbumps to achieve high memory capacity and performance. Lam Research's solutions are key to HBM's success.Listen to learn details about: The importance of HBM for AI chip manufacturing  The relationship between advancedpackaging and HBMThe differences between different HBM generations The future of microbumps and hybrid bonding Lam Research's advanced packaging solutions Contact Chee Ping Lee on LinkedIN Learn more about why HBM Is a critical enabler for generative AI in this blog post. Lam Research Lam Research equipment and services allow chipmakers to build smaller and better performing devicesDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

Hello everyone!!For this chaotic month's HBM we're diving into one of Frank's favourite genres, right back into detective fiction! This time talking about the very weird and very interesting Paradise Killer!Join us as we discuss the complexities of building a world from scratch, of making a sociologically compelling story, and creating a decent and engaging medium to solve a mystery. All while dealing with the colonial violence and oppression exacted by an even more powerful ruling class!What kind of detective are we, when we're the supreme elite?All this and more on this episode! Enjoy!And please support our Patreon if you can and are interested in early episodes and the Here Be Extras!https://www.patreon.com/leftpage Also! If you're not there already, feel free to join our Discord, as we have been more talkative than usual, and plan to do so more and more!https://discord.gg/J2wgG3yrPNIntro Music: Home, by Karl Casey @ White Bat AudioOutro Music: Leve Palestina, Spartacus Hosted on Acast. See acast.com/privacy for more information.

Micron CEO Sanjay Mehrotra discusses his journey in the semiconductor industry and the growing strategic importance of the memory industry in the age of AI. He highlights innovation in high bandwidth memory (HBM), which enables faster data access and lower power consumption. Sanjay also discusses Micron's plans to build new U.S. semiconductor factories and the role of the CHIPS Act in bringing semiconductor manufacturing back to the U.S. He shares his insights on the resurgence of hardware innovation and what it takes to drive technological leadership in a rapidly evolving industry. Chapters 00:00 Introduction and Background 08:10 The Resurgence of the Semiconductor Industry 17:34 The Importance of High Bandwidth Memory 23:13 Bridging the Cost Gap: The Role of the CHIPS Act 27:57 Investing in Workforce Development 31:01 Building New Fabs to Meet the Growing Demand Links https://www.ktvb.com/article/news/local/microns-memory-chip-manufacturing-facility-officially-begins/277-7caa484a-c16f-4ea2-aa42-cbce86fae0c3 https://www.reuters.com/technology/micron-set-get-6-billion-chip-grants-us-bloomberg-reports-2024-04-17/ https://www.nytimes.com/2022/10/04/technology/micron-chip-clay-syracuse.html https://www.cnbc.com/2024/05/14/ai-boom-to-keep-supply-of-high-end-memory-chips-tight-through-2024.html https://www.youtube.com/watch?v=q5OY7D_JfoY&t=1s

剛結束的台北國際電腦展Computex，AI教主黃仁勳的一舉一動可說是搶盡了鋒頭。但不少人印象深刻的是在國際記者會裡的一個橋段，有個韓國記者舉手問黃仁勳，怎麼看待南韓廠商，以及「三星能否成為Nvidia的伙伴」? 結果平常都很熱情的黃仁勳，這時候突然冷冷地回答「三星和SK海力士都是出色的記憶體合作伙伴，僅此而已」、「我正在等待三星的HBM（高頻寬記憶體）通過測試，」然後還說，三星還有一些工程問題要克服…。三星到底怎麼了，為什麼它的HBM落後這麼多？ 這集節目來賓是台灣記憶體業的大老，中央研究院院士、旺宏電子總經理盧志遠，我們趁盧院士訪美之前向他請教幾個半導體最熱門的話題，除了三星之外，我們也聊聊台積的foundry 2.0、美國大選對產業的影響，以及當前AI趨勢潛在的危機 。 主持人：天下雜誌總主筆 陳良榕 來賓：中央研究院院士、旺宏電子總經理 盧志遠 製作團隊：李洛梅、劉駿逸 ＊天下雜誌✕白沙屯媽祖廟共同為台灣祈願，立即領取天下祈願金▸https://bit.ly/3WiXCYL ＊免費下載《天下每日報App》體驗1個月：https://bit.ly/3wQEJ4P ＊訂閱阿榕伯科技電子報：https://bit.ly/42A6BWj ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

In episode 51 of Infrastructure Matters, hosts Steven Dickens and Camberley Bates discuss the latest developments in the data infrastructure industry, with a focus on the Future of Memory and Storage Summit (FMS). They highlight the importance of the tech stack for AI, the challenges faced by Intel, and the growing role of companies like Palantir and Cloudera in managing and curating data for AI applications. The episode also touches on Camberley's involvement in promoting women in the tech industry through the SuperWomen of FMS initiative. The key talking points include: Future of Memory and Storage Summit (FMS): The summit focused on advancements in memory technology, including high-bandwidth memory (HBM), CXL, and the latest PCIe standards. AI and data processing were major themes. Intel's Challenges: Discussion on Intel's 40% stock decline year-to-date and the strategic importance of Intel's success to U.S. interests. Pat Gelsinger's turnaround efforts are compared to IBM's historic recovery. Palantir's Growth: Palantir's significant growth in the commercial sector, with a 55% increase in commercial business and efforts to move beyond its defense industry roots. Cloudera's Role in Data Management: Cloudera's work in managing and classifying data for AI, focusing on data governance, curation, and pipeline management. SuperWomen of FMS: Camberley Bates' initiative to attract and retain women in the tech industry, including an annual leadership award recognizing influential women in the memory and storage field.  

房屋稅2.0新制上路！ 自住房屋新增「須有本人、配偶或直系親屬於該屋設立戶籍登記」要件，如尚未設籍，請於114年3月24日前設籍，才可續享自住稅率！ 更多資訊→ https://bit.ly/3WgzFB9 發票存雲端 環保又便利 高雄市稅捐稽徵處 廣告 -- 擺脫經濟失落的30年，日本政策放大絕， 讓股利被重新定義！渴望體驗超越想像的日本股市嗎？ 【00956】掌握日企配息好機會，7/30激安募集！ 【00956】中信日經高股息 了解更多

From low reimbursement rates to complex administrative tasks, traditional managed care is rife with problems. But what if there was an alternative? Dr. Ron Gleitman and his team started Great Hearing Benefits to offer a more viable and profitable solution for audiologists. In this episode, Ron shares how this innovative model improves financial returns, simplifies administration, and ensures high-quality patient care. He also highlights effective digital marketing and practice management strategies. Dr. Ron Gleitman is the President of Great Hearing Benefits and a seasoned audiology expert with experience as a practice owner. He is also a specialist in practice development and operations.  In this episode, Kevin and Ron will discuss: - Dr. Gleitman's inspiring career journey - Balancing patient care and practice management  - Digital marketing and online reviews as key strategies for 2024 - The Great Hearing Benefits alternative to traditional managed care  - The value of peer support and professional networks - Effective consumer-focused marketing for practices - Building long-lasting patient relationships through excellent care - Increasing efficiency and profitability with audiology assistants - Data-driven decision-making for practice management  - And other topics…   Dr. Ron Gleitman is the President of Great Hearing Benefits, an innovative managed care program he helped start to provide a more viable and profitable alternative for audiologists compared to traditional hearing benefit manager (HBM) models. He holds a Ph.D. in Audiology from Purdue University and has significant experience managing audiology practices, including owning a multi-office practice in Chicago. Ron is also the Vice President of Operations at Beltone and was Director of Practice Development at Phonak​. Connect with Ron: Ron's LinkedIn: https://www.linkedin.com/in/ronald-gleitman-950154125/ Resources Mentioned: Great Hearing Benefits: https://greathearingbenefits.com Beltone: https://www.beltone.com The Only Thing: If you're an audiologist and want to grow your practice – we've got a FREE, expert guide to help you achieve your goals. It's called The Only Thing.  This expert guide will show you how to increase new patient calls by 5 to 57 a month, schedule more new patients each week, help more people, and increase revenue. It's the best resource I know for growing your audiology practice. Get your copy for free at http://medpb.com/mastery. 

* 평사원에서 사장까지… 삼성전자 40년 근무* 젠슨 황과 15년 인연… 긍정적·가정적·치열함* NVIDA 성공에서 배워야 할 일? 선택과 집중* 좋은 리더 부임… 삼성, HBM 좋은 성과 낼 것* 1호 반도체 특별법… 지금 韓 반도체, 기회다* RE100 시간 두고… '강점' 원자력 검토해야 ■ 방송 : CBS 라디오 〈김현정의 뉴스쇼〉 FM 98.1 (07:10~09:00)■ 진행 : 김현정 앵커■ 대담 : 고동진 (국민의힘 의원)See omnystudio.com/listener for privacy information.

In this episode of The Canadian Investor Podcast, we start by talking about the best performing stocks on the TSX and look at some common themes. We also explore why trying to beat the S&P 500 might not be the best strategy for every investor. We also discuss some comments from Bruce Flatt, CEO of Brookfield, that adopting a long-term perspective is crucial. Businesses should be valued over decades, not in the short term. This mindset helps investors stay focused on their goals rather than reacting to market fluctuations. We finish the episode by answering a listener question from jointci about what valuation ratios we use when valuing stocks. Ticker of stocks: CEU.TO, EDV.TO, CLS.TO, HBM.TO, TVK.TO, BBD-B.TO, ARTG.V, BDT.TO, IMG.TO, HRX.TO, SFTC.TO, SII.TO, NVEI.TO, ATZ.TO, DOL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

* HBM 먼저 치고 나간 하이닉스… 삼성은 2등* 삼성 HBM 테스트 통과할 것… 시간 문제* 앞으로 대세는 인공지능 반도체… 투자 ↑* 파운드리, 내년이 TSMC 격차 줄일 기회* 반도체 산업, 자본 싸움… 정부 지원 늘려야 ■ 방송 : CBS 라디오 〈김현정의 뉴스쇼〉 FM 98.1 (07:10~09:00)■ 진행 : 김현정 앵커■ 대담 : 권영화 (세종대 경영전문대학원 대우교수)See omnystudio.com/listener for privacy information.

Hello everyone!!For our second HBM we'll dive into an animated sci-fi series that's weird, strange and very very interesting, we talk about Scavenger's Reign! And we won't do so alone, as we invited our great friend Nate along!Join us as we discuss the challenges of being marooned in an alien moon, the inherent horror of capitalism in space, and how we must be open to engage with the environment and the world around us, and even then, we can't escape ourselves, our traumas, and our hopes.Enjoy!And please support our Patreon if you're interested and want access to early content and the bonus Reading Corners!! Big things are coming! https://www.patreon.com/leftpageIntro Music: Home, by Karl Casey @ White Bat AudioOutro Music: Leve Palestina, Spartacus Hosted on Acast. See acast.com/privacy for more information.

Josh returns this week, and of course there are financials to discuss (NVIDIA is making insane money right now), plus Josh's latest burger, Josh's renovated home office, and other Josh-related content.  Where are Josh's boxes, what's in Josh's closet, what are Josh's floors made of, and who handled his 49" monitor while he was away.Oh, and we also did a show about this week in tech ... those topics are below.00:00 Intro01:35 Food with Josh03:25 Josh's office update05:06 NVIDIA is making an insane amount of money12:55 Dan Cases and Lian Li make a micro-ATX case14:44 Is Noctua becoming a lifestyle brand?18:00 Big brother is watching - with the new built-in Windows screen logger25:21 Cooler Master offers "ai" thermal paste for streamers27:28 The demand for HBM could cause DRAMa29:29 RescueZilla 2.5 released31:03 (in)Security Corner38:13 Gaming Quick Hits45:59 Corsair 6500X case review49:29 Picks of the Week56:43 Outro ★ Support this podcast on Patreon ★

Our 165th episode with a summary and discussion of last week's big AI news! Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ Email us your questions and feedback at contact@lastweekin.ai and/or hello@gladstone.ai Timestamps + links: Tools & Apps(00:01:27) GitHub releases an AI-powered tool aiming for a 'radically new way of building software' (00:07:05) China unveils Sora challenger able to produce videos from text similar to OpenAI tool, though much shorter (00:12:23) ChatGPT's AI ‘memory' can remember the preferences of paying customers (00:14:21) Rabbit R1 review: Avoid this AI gadget (00:18:30) Amazon Q, a generative AI-powered assistant for businesses and developers, is now generally available (00:19:54) Yelp's Assistant AI bot will do all the talking to help users find service providers Applications & Business(00:21:31) Video of super-fast, super-smooth humanoid robot will drop your jaw (00:25:22) Tesla's 2 million car Autopilot recall is now under federal scrutiny (00:29:32) Tesla shares soar as Elon Musk returns from China with FSD 'Game Changer' (00:32:11) OpenAI inks strategic tie-up with UK's Financial Times, including content use (00:35:21) OpenAI Startup Fund quietly raises $15M (00:37:00) Huawei backs HBM memory manufacturing in China to sidestep crippling US sanctions that restrict AI development Research & Advancements(00:39:20) Capabilities of Gemini Models in Medicine (00:45:34) Let's Think Dot by Dot: Hidden Computation in Transformer Language Models (00:52:20) NExT: Teaching Large Language Models to Reason about Code Execution (00:55:08) SenseNova 5.0: China's latest AI model surpasses OpenAI's GPT-4 (00:57:20) Octopus v4: Graph of language models (01:00:28) Better & Faster Large Language Models via Multi-token Prediction Policy & Safety(01:03:15) Refusal in LLMs is mediated by a single direction (01:09:19) Rishi Sunak promised to make AI safe. Big Tech's not playing ball. (01:15:09) DOE Announces New Actions to Enhance America's Global Leadership in Artificial Intelligence (01:18:21) The Chips Act is rebuilding US semiconductor manufacturing, so far resulting in $327 billion in announced projects (01:20:50) Analysis-Second global AI safety summit faces tough questions, lower turnout (01:24:03) Sam Altman, Jensen Huang, and more join the federal AI safety board Synthetic Media & Art(01:26:30) Air Head creators say OpenAI's Sora finicky to work with, needs hundreds of prompts, serious VFX work for under 2 minutes of cohesive story ↺ (01:29:50) Eight newspaper publishers sue OpenAI over copyright infringement

On their latest earnings call held on April 30, 2024, Samsung Electronics released insightful results from its first quarter performances. The CEO disclosed to investors that they had noticed an increased demand for high-density, rapid storage solutions, particularly SSDs, for Artificial Intelligence (AI) servers. According to him, this trend indicated NAND Flash's increasing significance in the generative AI context. In response to such market trends, Samsung is reshaping its NAND product portfolio and faces the market challenges by equipping more high-performance, high-capacity SSDs to support AI training and inference.The Q1 2024 report showed a 6% increase in Samsung's revenue, achieving KRW 71.9 trillion. This growth was primarily driven by the robust sales of the Galaxy S24 smartphone series and a rise in memory products' Average Selling Prices (ASPs). Concurrently, the gross profit climbed to KRW 26 trillion, reinforcing Samsung's strategic strength.Samsung's judicious selection of products and services largely underpinned its success, with memory products, particularly LPDDR5X and enterprise SSDs, driving the financial performance. Further enhancing growth, the market reception for the Galaxy S24 smartphone series was encouraging. At the same time, Samsung's foray into AI technologies and applications is beginning to pay dividends, as it seeks new areas of expansion.The earnings call highlighted an apparent shift in consumer trends. The mounting demand for generative AI applications in memory products, coupled with an amplified dependence on memory technologies for data storage and processing, indicates alterations in consumer preferences.The CEO added to these insights by shedding light on the heightened demand for storage solutions due to the proliferation of generative AI: "Generative models continue to evolve in both training and inference, leading to an increase in SSD supply requests. First, for training. As AI promoters increase, the size of training data becomes proportionately massive, necessitating high-performance and extensive data storage. We are seeing an influx of customer requests for Gen 5, 8-terabyte, and 16-terabyte solutions. In inference, to enhance coherence, an enormous amount of database storage is required, resulting in increased customer inquiries for ultra-high-density SSD solutions of 64-terabyte and 128-terabyte. As the generative AI market grows, not only the demand for HBM, DDR5, and DRAM products but also the SSD demand is visibly rising. We have a full range of SSD products and are prepared to address this escalating demand. Our server SSD shipments this year are expected to grow 80% YoY, and the bid sales volume for QLC server SSD is likely to surge thrice in H2 compared to H1."As for their future strategy, Samsung aims to tweak its business portfolio to suit evolving market demands better. By concentrating on server and storage-related products, it hopes to cater effectively to the need for data processing and storage. Moreover, Samsung intends to initiate the mass production of HBM3E products for generative AI applications and roll out advanced memory and SSD products to meet the rising AI exigency. While doing so, it intends to hold onto its lead in premium displays, diversify its mobility business, and dedicate resources to AI technologies to guarantee sustained innovation.Samsung's performance reflects promising financial health. Yet, potential pitfalls such as market saturation and keen competition may demand agility and attentiveness to market dynamics. Despite foreseeable challenges, Samsung's triumphant performance in Q1 2024 warrants a positive outlook for the remaining year, given the company's acknowledgment of potential risks and strategic planning. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.theprompt.email

1부 [갓 잡은 경제] 정용진 부회장, '부'자 뗐다 하이닉스 HBM 기술 유출? - 김주영 머니투데이방송 기자 - 추동훈 매일경제신문 기자 2부 [글로벌 리포트] 중국 기업마다 민병대 생긴다? 전세계는 살찌는 중 테무 때문에 항공사가 난리? 까망베르 치즈의 멸종위기 - 어예진 해담경제연구소장

1부 [갓잡은경제] HBM 삼파전 본격화, 한국 반도체 미래는? 이라크 신도시 건설 재개, 2차 중동붐 오나? - 신인규 한국경제TV 기자 - 김주영 머니투데이방송 기자 2부 [대가들의 투자노트] 평생 PER 하나로 50배 번 사람 - 신기주 카운트 대표