Podcasts about infineon

Ponemos el foco en las compañías europeas Infineon, Unicredit, Iveco Defense, Indra, Leonardo, Rheinmetall, Bain Capital y ST Micro. Con Pablo García, director general de Divacons Alphavalue.

Fed kept rates unchanged; noted that risks to the economic outlook increased further and risks to both sides of the mandate have risen.President Trump said he is unwilling to lower tariffs to get China to the table; also reported that Trump is to rescind global chip curbs.APAC stocks were mostly higher following the mildly positive handover from Wall St; European stocks are set to open higher.DXY is steady with the USD mixed vs. peers, antipodeans lead, GBP underpinned by an expected trade deal with the US (to be announced today).Looking ahead, highlights include German Trade Balance, US Jobless Claims, Wholesale Sales & NY Fed SCE, BoE, Norges & Riksbank Policy Announcements, BoE DMP, BoE's Bailey & BoC's Macklem, Supply from Spain & US.Earnings from Coinbase, Cloudflare, Draftkings, Affirm, Shopify, ConocoPhillips, Warner Bros Discovery, Zealand Pharma, Maersk, Henkel, Lanxess, Rheinmetall, Infineon, Heidelberg Materials, Siemens Energy Leonardo, Mediobanca, Prysmian, Poste Italiane, Enel & BMPS.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ponemos el foco en las compañías Infineon, Siemens Energy, Heilderberg Materials, Maersk y Telecom, entre otras. Con Xavier Brun, responsable de RV europea de Trea AM.

Der Schlussbericht heute aus Stuttgart am Vorabend der Invest. Die wichtigste Finazmesse Süddeutschlands. Der DAX zeigt sich in Invest-Laune und steigt auf über 23.300 Punkte. Anleger feiern im Zollstreit die angebliche Annäherung von Großbritannien und den USA. Auch China ist angeblich verhandlungsbereit. Dazu kommen solide und erfreuliche Signale aus der deutschen Industrie. Und auch die Unternehmen selber haben im ersten Quartal des Jahres gut gewirtschaftet. Kurz vor Handelsschluss steht er bei 23.320 Punkten solide 200 Punkte im Plus - oder 0,9 %. Der MDAX liegt 1 % vorne. Siemens Energy verlässt endgültig den Krisenmodus und ist auf Kurs für ein solides Jahr. Heidelberg Materials profitieren von gutem Wetter. Die Zahlen besser als erwartet. Rheimetall verdoppelt den Gewinn auf 108 Mio. Euro. Infineon senkt wegen der Zollthematik die Prognose. Henkel startet mit einem Umsatzrückgang ins Jahr. Quiagen startet erfolgreich und traut sich sogar noch mehr zu.

Der DAX steigt am Montag um 1,1 % auf 23.335 Punkte - schließt nur knapp unter dem Rekordhoch vom März. Kurz vor neuen Rekorden dreht der DAX um. Das Scheitern von CDU-Chef Friedrich Merz im ersten Durchgang der Kanzlerwahl hat für ein klares Absacken des DAX gesorgt. Der deutsche Leitindex fiel sehr schnell um 1 % auf 23.114 Punkte. Eine Stunde später fiel er sogar um 2 %. "Die enge Verbindung zwischen Politik und Wirtschaft kann die Marktbewegungen in Deutschland stark beeinflussen, was oft unterschätzt wird. Die Gefahr eines zerfallenden Europas ist groß, vor allem in Anbetracht der geopolitischen Einflüsse von Russland und den USA." - Berkshire Hathaway - eine beeindruckende Zahl: 19,9 % per annum, seit 1964 - was jetzt von der Jahrhundert-Aktie zu erwarten ist? Denn Warren Buffett zieht sich als Chef von Berkshire Hathaway zurück. - Aktien in der Analyse kaufen, Hebel, halten, verkaufen: Shell denkt offenbar über Übernahme von BP nach, BASF, Nvidia, Infineon, Continental, Wisdom Tree... Werden Sie Clubmitglied: https://go.brn-ag.de/415

Microwave Journal editors Pat Hindle and Eric Higham discuss the products in the April Amplifiers and Oscillators themed issue, interview Sean Darcy from Infineon about power trends in satellite systems and review industry news/events. Eric also announces his retirement so wish him well. Sponsored by RFMW and Infineon Hi-Rel.

Sean Darcy, Senior Director Aerospace & Defense at Infineon, talks about trends in the satellite industry and how power products as best designed into systems. Sponsored by Infineon Hi-Rel.

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. Halbleitern? Geht's besser. Zeigen Texas Instruments & STMicroelectronics. Hynix boomt. Software? Geht's gut. Zeigt ServiceNow, obwohl IBM leidet. Konsumgütern? Geht's mies. Zeigen Procter & Gamble + Pepsi. Unilever = Ausnahme. T-Mobile & Alphabet mit Zahlen. Ab dem 1. Mai sind Schweizer Aktien wieder an europäischen Börsen handelbar. Darunter auch: Der Schweizer Chip-Weltmarktführer VAT (WKN: A3C7H2). Allegro (WKN: A2QEGF) wurde von Temu überholt. Aber viel wichtiger: Allegro bleibt das MercadoLibre Polens und lässt sich von Amazon nicht einschüchtern. Diesen Podcast vom 03.05.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Welcome to today's podcast, where we explore the dynamic world of Industrial MCUs with Marijana Vukicevic, Marketing Director for Industrial MCU at Infineon.Today's episode is brought to you by our sponsor, Infineon.Today, it's a pleasure to have a special guest, Marijana Vukicevic, joining us to discuss the evolving role of microcontrollers (MCUs) in high-performance motor control and power conversion applications.As industries shift from analog to digital power systems, MCUs are at the heart of enabling higher efficiency, faster switching, and real-time processing—critical for applications like robotics, industrial automation, and high-density power supplies for data centers. With switching frequencies increasing from 200 kHz to 600 kHz and beyond, the demand for ultra-fast, well-architected microcontrollers is greater than ever.In this episode, we'll explore how Infineon's MCUs are addressing these challenges, particularly in robotics and AI-powered motor control. We'll also dive into the role of GaN-based power systems, the increasing power demands of server racks, and what the future of MCU architecture looks like for next-generation embedded systems.

In this episode of the Podcast4Engineers, host Kelsey Markl invites Marijana Vukicevic, MCU Product Marketing Director at Infineon, to explore how microcontrollers are transitioning power from analog to digital. They discuss the benefits of digital scalability, faster processing, and how digital MCUs like the PSOC™ Control family are ideal for GaN-based systems, enabling smaller designs and groundbreaking energy efficiency in data centers.

In Folge 68 des Digital Pacemaker Podcasts werfen Uli und Markus gemeinsam mit Dr. Lydia Nemec, Leiterin des AI Accelerators der ZEISS Gruppe, einen Blick in die smarte Fabrik der Zukunft. Mit einem Team von über 30 Expertinnen und Experten entwickelt Lydia Machine-Learning-Lösungen, die nicht nur Fehler erkennen, sondern Produktionsprozesse aktiv mitgestalten und verbessern. Zum Zeitpunkt der Aufnahme leitete Lydia den AI Accelerator der ZEISS Gruppe – seit April 2025 arbeitet sie bei Infineon. Lydia zeigt eindrucksvoll, dass der wahre Nutzen von KI nicht in der reinen Automatisierung liegt, sondern in der intelligenten Verknüpfung von Daten, Sensorik und menschlichem Wissen. Ihre Beispiele reichen von der Kratzererkennung auf Brillengläsern über die Root-Cause-Analyse in komplexen Produktionsumgebungen bis hin zur Vision der ‚Agentic Factory‘ - einer Produktionsumgebung, in der KI-Systeme als autonome Agenten Prozesse eigenständig analysieren, entscheiden und verbessern. Die Produktionswelt von morgen braucht nicht weniger Menschen – sondern neue Denkweisen, neue Rollen und eine große Portion Neugier. Wie KI in gewachsene Strukturen Einzug hält, welche Chancen sich daraus für Unternehmen und Beschäftigte ergeben – und welche Stolpersteine es noch zu überwinden gilt - zeigt diese Episode eindrucksvoll. Wer mehr wissen möchte, findet hier weitere Informationen: - Beitrag von ZEISS zum Thema „Daten als Treibstoff künstlicher Intelligenz“: https://www.zeiss.de/corporate/c/stories/insights/daten-fuer-ki.html - Beitrag des Fraunhofer-Instituts zum Thema „Nachhaltige Qualitätsoptimierung durch maschinelles Lernen“: https://bit.ly/3ElakQo - Whitepaper des Fraunhofer-Instituts, herausgegeben von Thomas Usländer und Daniel Schulz „KI-Engineering in der Produktion“: KI-Engineering in der Produktion: https://bit.ly/3ErVSpG Euer Feedback zur Folge und Vorschläge für Themen und Gäst:innen sind sehr willkommen! Vernetzt Euch und diskutiert mit: - Dr. Lydia Nemec: https://www.linkedin.com/in/lydianemec/ - Ulrich Irnich: https://www.linkedin.com/in/ulrichirnich/ - Markus Kuckertz: https://www.linkedin.com/in/markuskuckertz/ Mitwirkende - Hosts: Ulrich Irnich & Markus Kuckertz // Redaktion: Marcus Pawlik © Digital Pacemaker Podcast 2025

El repunte de los valores tecnológicos ayuda a las bolsas europeas el lunes después de que el presidente de Estados Unidos, Donald Trump, concediera exclusiones de los aranceles a China sobre teléfonos móviles y ordenadores. Pero se mantiene la incertidumbre a la espera de más detalles de esas exclusiones. Aún así, los mercados respiran tras días repletos de fuertes fluctuaciones. Las acciones de las empresas relacionadas con los chips Infineon, ASML, y BE Semiconductor suben entre un 3,5% y un 4,5%. Los valores tecnológicos europeos avanzaban un 2,4%, mientras que los bancos sumaban un 2,6%. En otros mercados, los precios del petróleo suben más de un 1%. Datos chinos muestran un fuerte repunte de sus importaciones de crudo en marzo. La OPEP recorta previsión de aumento de demanda mundial de crudo para 2025. El oro cae desde máximo histórico, pero se mantiene sobre los 3.200 dólares. Hay resultados empresariales. Goldman Sachs registra un aumento del 15% en los beneficios del primer trimestre. Novo Nordisk sube después de que Pfizer ponga fin al desarrollo de una píldora para adelgazar. En Bolsa española, y dentro del Ibex 35, ACS, Acerinox y BBVA lideran las ganancias. Redeia, único valor en rojo. Analizamos todo con Víctor Álvarez, de Renta 4 Banco.

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. Ripple, Infineon, Marvell, Santander & Broadcom trotzen dem Trend und machen Deals. Deutsche CEOs machen Schlagzeilen: Bei Rheinmetall, Harley-Davidson & Shopify. Die Börse ist volatil, gehandelt wird viel, Humana & UnitedHealth sind happy. Gold hat in den letzten Jahren besser performt als der Aktienmarkt. Warren Buffett ist trotzdem kein Fan. Denn Gold hat keinen Cashflow. Was spricht für Gold? Was spricht dagegen? Welchen Anteil sollte es im Portfolio haben? Wie bewertet man es? Nach jahrelangem Hin und Her und mehr als 2 Mrd. € an Kosten eröffnete gestern endlich das Westfield Einkaufszentrum in der Hamburger Hafencity. Und shoppen kann man dort auch an der Börse - mit Unibail-Rodamco-Westfield (WKN: A2JH5S). Diesen Podcast vom 09.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Low-power is the ultimate priority in some WiFi networks, especially when you're designing a battery powered device. Cameras used in remote locations are prime targets for this discussion. In some cases, access to that camera is difficult, so the user needed want to charge or replace a battery on a regular basis. To understand what the current state of the art is, both in terms of power levels and the WiFi standard itself, which is moving to version 7, I spoke to Sivaram Trikutam, the Vice President of Wi-Fi Products for Infineon on this week's Embedded Executives podcast.

Pablo García, de Divacons Alphavalue, analiza las acciones de Unicredit, UBS, Infineon, Airbus, Thales o Leonardo en una jornada marcada por la calma tensa en los mercados.

Pablo García, de Divacons Alphavalue, analiza las acciones de Unicredit, UBS, Infineon, Airbus, Thales o Leonardo en una jornada marcada por la calma tensa en los mercados.

Die Ankündigung von US-Präsident Donald Trump vom 2. April zu reziproken Strafzöllen und die Reaktion Chinas haben jeweils für einen Crash bei S&P 500 und DAX gesorgt, ehe sich die Indizes zuletzt deutlich erholt haben. Dabei sind die Rezessionsrisiken nicht nur bezüglich der US-, sondern auch der Weltwirtschaft deutlich gestiegen.

Deutsche Bank, Commerzbank, Infineon, Vonovia, Stellantis, Danone, Sodexo y Glencore, entre las protagonistas del día. Con Luis Benguerel, analista independiente.

Deutsche Bank, Commerzbank, Infineon, Vonovia, Stellantis, Danone, Sodexo y Glencore, entre las protagonistas del día. Con Luis Benguerel, analista independiente.

In this episode of Podcast4Engineers, our guest, Richard Kunčič, Senior Vice President and General Manager of Power System division, discusses how AI's increasing power requirements will drive a substantial change in rack power distribution architecture. He will dive into the pros and cons of transitioning to a 400 V architecture, and the evolution of the server power supply. Lastly, he will give an overview of Infineon's investment in quantum computing; a technology which has the potential to unlock new possibilities in the AI space and boost efficiency to unprecedented levels, especially for specific types of AI model training.  Learn more about Infineon's data center solutions.

Wie Sie wissen, ist Heiko Thieme noch in den USA, diese Woche in Florida: Hinter der glitzernden Fassade offenbaren sich tiefe gesellschaftliche Risse. -Thieme warnt vor den Gefahren der eingeschränkten Meinungsfreiheit und der zunehmenden Autoritarismus-Tendenzen in den USA. „Es kann gefährlich sein, Trump öffentlich zu kritisieren, da dies Konsequenzen haben könnte.“ – Weitere Themen: 2. April, großer US-Zoll-Tag. – Bayer kassiert milliardenschwere Niederlage im Glyphosat-Streit – Aktie 7 % unter Druck. Kaufen, halten oder abstoßen? – Mit einer Marktkapitalisierung von 314 Milliarden Euro ist SAP nun das wertvollste Unternehmen Europas, und stößt damit den bisherigen Primus Novo Nordisk vom Thron. Novo Nordisk und Infineon als mögliche Kaufgelegenheiten? Ja, bei einem Kurs von …

Los movimientos en Infineon, Zalando, AstraZeneca y Salzgitter acaparan la atención en los grandes índices europeos. Con Xavier Brun, responsable de renta variable europea de Trea AM.

Shoot us a Text.We're under 2 months away from the auto industry accelerator, ASOTU CON! You can get your tickets now at asotucon.com.Today we're talking about how tech giant Foxconn is getting ready to reveal new EV partnerships and speculate on who those could be. Plus, we cover affordability easing and In N Out's servant leadership mentality.Around 80 tornados were reported as a result of this past weekend's powerful storm system, leaving a trail of destruction across the Central and Eastern US. As the communities affected begin to rebuild, we know dealers will do what they do best—step up, lend a hand, and take care of their neighbors. At ASOTU, we're here to amplify their efforts, share their stories, and support in any way we can.Taiwanese tech giant Foxconn, better known as Apple's iPhone manufacturer, is reportedly closing in on EV partnerships with two Japanese companies. This news follows speculation about a possible alliance with Nissan or Honda, especially after their failed merger talks.Hon Hai Precision Industry Co. (Foxconn's official name) is expected to finalize the deals within two months, according to Chairman Young Liu.Liu did not confirm the companies but emphasized contract design and manufacturing services as part of the agreements.The March 11 appointment of Ivan Espinosa as Nissan's CEO could pave the way for new negotiations.Foxconn is making global EV plays, having already signed deals with ZF Group (axle systems), Stellantis (semiconductors), and Infineon (silicon carbide chips), and aiming to start North American production of its Model C crossover in late 2025 to counter rising U.S. tariffs.Liu: “We are not looking to acquire Nissan but are interested in working with them.”New-vehicle affordability improved in February, reaching its best level in over three years, according to the Cox Automotive/Moody's Analytics Vehicle Affordability Index.The average price of new vehicles fell by 1.3% for the month, improving affordability despite higher interest rates.Auto loan rates rose slightly to 10.16%, the highest in four months, but income growth (+3.5% YoY) helped offset this.Typical monthly car payments declined to $748, down 1.1% month-over-month and 1.3% YoY.It now takes 37.2 weeks of median income to buy a new vehicle, an improvement from 39.0 weeks a year ago.On the heels of being named the 8th Best Company to Work For, In-N-Out Burger CEO Lynsi Snyder credits her “servant leadership” approach as the driving force behind the company's success. The heiress views her employees as family and follows a leadership philosophy that prioritizes the employees over executive demands, or as we would say around here: “Love People More Than You Love Hamburgers”Servant leadership focuses on employee growth and well-being, a value Snyder says she inherited from her family.Her grandfather built the foundation with hard work and passion, while her father emphasized humility and quality.HeHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Smart homes are getting smarter, but at what cost? Are we truly building intelligent, secure spaces, or are we creating a fragile ecosystem that could fail when we need it most?

In this episode of Podcast4Engineers, host Peter Balint sits down with Davide Chiola, VP of Systems Solutions at Infineon, to explore the critical role of thermal management in AI data centers. They discuss innovative cooling techniques, design challenges, and emerging trends like liquid cooling and superconductivity, shaping the future of high-performance computing. Learn more about Infineon's data center solutions here. Have a question or topic suggestion for our next episode? Email us at wepowerai@infineon.com. 

1. Avrupa Birliği, Almanya'nın Dresden şehrinde kurulacak çip üretim tesisi için 920 milyon euro'luk (Alman) devlet desteğini onayladı. “Infineon” adlı fabrikanın tam kapasiteyle üretime geçmesi 2031 yılını bulacak2. Kaiber AI, storyboard, video, ses, sfx (MMAudio) ve fazlasını üretebilen düğüm tabanlı bir tuval olan Film Superstudio Pro'yu piyasaya sürdü. Karakter, nesne, yer ve stili tek bir sayfada eğitin 3. Grok 3'ün ses başka seviyede. Ama bize gelmedi.4. AI YouTube Shorts Generator . Açık kaynak githubda5. Claude 2.7 geldi. Codeda zirveye çıktı6. GPT deep search herkese açıldı. Ayda 10 arama. Grok günde 507. GPT 4.5 geldi gelecek.8. Apple debeleniyor: Apple, Teksas merkezli yeni bir fabrikada yapay zeka sunucuları yapmak üzere 20.000 yeni işçi kiralama da dahil olmak üzere önümüzdeki dört yıl boyunca ABD'de 500 milyar dolardan fazla harcama planlarını duyurdu.Apple, 250.000 metrekarelik Teksas fabrikasının Apple Intelligence AI modelini destekleyeceğini ve 2026 yılında açılacağını söyledi. 9. Qwen herşeyi açtı ve tools diye bir araç seti getiriyor10. Alibaba Group'tan , Wan 2.1 açık kaynaklı ve OpenAI Sora'dan daha iyi - Metinden Videoya - Görüntüden-Videoya - Video Düzenleme - Metinden Görüntüye - Videodan Sese 11. Deepseek R2 erken geliyor. 12. Starbase, Texas'da kurulmaya başladı.13. Ukrayna ABD'nin nadir mineraller anlaşmasını kabul etti Şimdilik bilinen, çıkan mineral gelirlerinin 50%'si bir fona aktarılacak, fonun geliri ise Ukrayna' ya aktarılacak. Abd nin önermesi, Rusya' nın ABD ekonomik ilişkisi bulunan bir ülkeye bir daha saldırmaya cesaret edemeyeceği. Ayrıca, ABDli şirketler Ukrayna'ya bu mineralleri çıkarmak için yatırım yapacak 14. OpenAI, ülkenin ücretsiz yapay zeka araçları ve öğretmen eğitimi sağlamayı amaçlayan AI Leap 2025 girişiminin bir parçası olarak, Eylül 2025'e kadar 10. ve 11. sınıflardan başlayarak tüm ortaokullarda ChatGPT Edu'yu kullanıma sunmak için Estonya ile ortaklık kurduğunu duyurdu#yapayzeka #deepresearch #qwen

EVENT DE MIKE https://boutique.cah.ch/products/niptech-podcast-presente-l-art-de-l-esprit-joyeux-une-discussion-avec-alexandre-jollien-et-laurent-jouvet NewsIntroducing deep research | OpenAI Deep research -> OpenAI est meilleur que google pour faire un produit fini, limitation: no private sourcesAI agentsThe AI CUDA Engineer: Agentic CUDA Kernel Discovery, Optimization and Composition first look at rabbit's Android agentEU approves 920 million euro German aid for Infineon chips plant (The European Commission has earmarked 15 billion euros for public and private semiconductor projects by 2030.)Industrial chips, not cutting edge/AI chipsThe impact of DOGE (one of NASA top engineers says goodbye) Des règlements qui n'existeront peut-être jamais: en novembre passé: FAA leadership has committed to publishing the draft rule by late 2024 or early January 2025. Robbins and Ellman warn that further delays could derail progress, particularly with an upcoming presidential transition in January 2025. Such a change could result in a rulemaking moratorium lasting months or years.https://www.manna.aero/FortuneEurope's drone-friendly regulations are helping Manna soar above U.S. delivery rivalsDublin-based Manna says favorable regulations, profitability, and a focus on scalability has seen it overtake U.S. peers..4 Sept 2024InspirationPodcast: https://open.spotify.com/episode/0FOcySjqUZfTv7ZESiXPyi?si=7108d60f35ab4bb5Citation: Les être humains sont faits les uns pour les autres; instruis-les donc ou supporte-les. (Marc Aurèle, Méditations, viii:59) Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

In this episode of Podcast4Engineers, host Peter Balint explores the intricate demands of powering AI with guest, Fanny Bjoerk, Director Global Application Marketing for Datacenter Power Distribution. They discuss the exponential rise in power requirements of hyperscale data centers driven by the AI revolution, and the critical role of renewable energy in meeting these demands sustainably. The episode delves into the challenges and solutions for integrating renewable energy sources, such as solar and wind, and the importance of energy efficiency and reliable power delivery for the future of AI infrastructure. Learn more about Infineon's solutions for renewable energy. Do you have a question or topic suggestion for our next episode? Email us at wepowerai@infineon.com

Alberto Iturralde, responsable de Operativa Dax, analiza los títulos de Rheinmettal, Indra, Infineon, Alibaba, Moncler, Electronic Arts, Acerinox o Ebro Foods, entre otros.

Alberto Iturralde, responsable de Operativa Dax, analiza los títulos de Rheinmettal, Indra, Infineon, Alibaba, Moncler, Electronic Arts, Acerinox o Ebro Foods, entre otros.

Industrial platforms come with a specific set of design criteria. And the term “industrial” can be quite ambiguous, running the gamut from power tools to manufacturing equipment. Obviously, there are different requirements within this range. When you're choosing an MCU for this space, you had better understand what your specific requirements are. Making the wrong choice will likely have an impact on the efficiency of your end product, which could result in higher power consumption, less heat, and so on. To understand where a designer should start the MCU selection process, I spoke to Steve Tateosian, the Senior Vice President of Consumer, IoT, and Industrial MCUs at Infineon, on this week's Embedded Executives podcast.

Heather Srigley is VP of Marketing at NeuReality. She held leadership roles driving go-to-market, brand building, demand creation, and product launch across B2B, B2C, and B2E marketing and communications. She built her 25+ year experience at Intel, Dow, Chemical, and Vacasa before founding The Brand Bunker in 2020. Website: https://www.neureality.ai/ LinkedIn: https://www.linkedin.com/in/heather-srigley/ Yoel Knoll has led marketing, product marketing, media, and investor relations teams across Israel and internationally and has over 20 years of experience doing so. At companies like Quantum Machines, OTORIO, Ceragon, and Infineon, he built and managed global teams to drive demand generation, content strategy, product marketing, and event management. His leadership has been pivotal in successful M&A communications, market expansions into the U.S. and Europe, and high-impact digital and offline campaigns. Yoel's expertise spans cybersecurity, quantum computing, and telecommunications, with deep experience in branding, media, demand generation, event management, and public relations. Website: https://www.quantum-machines.co/ Facebook: https://www.facebook.com/quantummachines LinkedIn: https://www.linkedin.com/in/yoel-knoll YouTube: https://www.youtube.com/c/QuantumMachines In this episode, we uncover Heather Srigley's journey with NeuReality and Yoel Knoll's quantum tech innovations, and how AI, storytelling, and account-based marketing redefine success in today's tech landscape.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Heather Srigley is VP of Marketing at NeuReality. She held leadership roles driving go-to-market, brand building, demand creation, and product launch across B2B, B2C, and B2E marketing and communications. She built her 25+ year experience at Intel, Dow, Chemical, and Vacasa before founding The Brand Bunker in 2020. Website: https://www.neureality.ai/ LinkedIn: https://www.linkedin.com/in/heather-srigley/ Yoel Knoll has led marketing, product marketing, media, and investor relations teams across Israel and internationally and has over 20 years of experience doing so. At companies like Quantum Machines, OTORIO, Ceragon, and Infineon, he built and managed global teams to drive demand generation, content strategy, product marketing, and event management. His leadership has been pivotal in successful M&A communications, market expansions into the U.S. and Europe, and high-impact digital and offline campaigns. Yoel's expertise spans cybersecurity, quantum computing, and telecommunications, with deep experience in branding, media, demand generation, event management, and public relations. Website: https://www.quantum-machines.co/ Facebook: https://www.facebook.com/quantummachines LinkedIn: https://www.linkedin.com/in/yoel-knoll YouTube: https://www.youtube.com/c/QuantumMachines In this episode, we uncover Heather Srigley's journey with NeuReality and Yoel Knoll's quantum tech innovations, and how AI, storytelling, and account-based marketing redefine success in today's tech landscape.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Global Sustainable Stock Picks includes articles by financial analysts at Morningstar and Insider Monkey. Plus, links to five more articles! By Ron Robins, MBA Transcript & Links, Episode 147, February 7, 2025 Hello, Ron Robins here. Welcome to my podcast episode 147, published February 7, 2025, titled “Global Sustainable Stock Picks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content – including stock symbols and bonus material – on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the articles and more company and stock information. ------------------------------------------------------------- Global Sustainable Stock Picks (1) I'm beginning this podcast with this intriguing article titled 10 Best Ethical Companies To Invest In According to Reddit. It's by Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com. Here are some quotes from the article. “We sifted through relevant threads to compile a list of the 25 ethical companies. We then used Insider Monkey's Hedge Fund database to rank 10 stocks according to the largest number of hedge fund holders, as of Q3 2024. The list is sorted in ascending order of hedge fund sentiment. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds… 10. Enphase Energy, Inc. (NASDAQ:ENPH) Number of Hedge Fund Investors: 38 Enphase Energy is a leading provider of advanced home energy solutions, including micro inverters, batteries, EV chargers, and energy management software. The company enables homes and businesses to harness clean energy efficiently and helps reduce carbon emissions. 9. United Parcel Service, Inc. (NYSE:UPS) Hedge Fund Investors: 43 United Parcel Service is one of the largest package delivery companies in the world. The company provides logistics, freight, and supply chain solutions to customers across various industries, and is known for its ethical practices including a strong focus on sustainability through its carbon-neutral shipping options, investments in alternative fuel vehicles, and initiatives to reduce emissions across its operations. 8. Ecolab Inc. (NYSE:ECL) Hedge Fund Investors: 47 Ecolab is a leader in water, hygiene, and energy technologies and services. The company has a presence in over 170 countries and serves a diverse range of industries, including food service, healthcare, hospitality, industrial, and energy. Ecolab's innovative solutions not only enhance operational performance but also significantly reduce water and energy usage, making them essential for customers in unpredictable and challenging environments. 7. Waste Management, Inc. (NYSE:WM) Hedge Fund Investors: 54 Waste Management, Inc. is one of the largest providers of waste and recycling services in North America. The company handles everything from residential trash to industrial waste solutions. Waste Management, Inc.'s focus on environmental responsibility is evident in its investments in recycling technologies and renewable energy projects, including landfill gas-to-energy initiatives… Waste Management, Inc. is making substantial investments in sustainability and renewable energy, which are expected to drive significant long-term growth. 6. MSCI Inc. (NYSE:MSCI) Hedge Fund Investors: 55 MSCI is an American finance company that provides investment decision support tools, including indexes, portfolio analysis tools, and ESG (Environmental, Social, and Governance) research. The company's clients include asset managers, hedge funds, and financial institutions. MSCI is a strong advocate of sustainable investing and guides investors toward responsible and impactful investments. 5. The Coca-Cola Company (NYSE:KO) Hedge Fund Investors: 69 The Coca-Cola Company is a leader in the beverage industry and offers a wide range of soft drinks, juices, and other refreshments. The company is known for its emphasis on sustainability efforts. 4. American Tower Corporation (NYSE:AMT) Hedge Fund Investors: 73 American Tower is a REIT that owns and operates telecommunications infrastructure, including wireless and broadcast towers. The company has over 200,000 communication sites across the United States, Europe, and emerging markets and serves telecom operators. American Tower is known for its ethical commitment through its focus on sustainable practices, such as energy-efficient infrastructure, and efforts to bridge the digital divide in underserved communities. 3. Costco Wholesale Corporation (NASDAQ:COST) Hedge Fund Investors: 75 Costco operates membership-based warehouse clubs and offers a wide range of products from groceries to electronics at competitive prices. The company serves over 138 million cardholders, including 77.4 million paid household members, and continues to expand its footprint through strategic warehouse openings and innovative digital initiatives. Costco is known for its ethical business practices, employee well-being through industry-leading wages, and sustainability efforts in reducing waste, sourcing responsibly, and maintaining transparent supplier practices. 2. Starbucks Corporation (NASDAQ:SBUX) Hedge Fund Investors: 76 The company operates more than 32,000 stores worldwide and offers premium coffee, tea, and snack products, along with other consumer-packaged goods such as coffee beans and ready-to-drink beverages. The company's ethical initiatives include sourcing ethically produced coffee through its Coffee and Farmer Equity (C.A.F.E.) practices. 1. Microsoft Corporation (NASDAQ:MSFT) Hedge Fund Investors: 279 Microsoft is known for its innovation, and leadership in corporate responsibility. Microsoft is continuously innovating its Productivity and Business Processes segment, which includes Office 365, LinkedIn, and Dynamics 365. The company recently integrated its 365 Copilot, an AI-powered assistant, into productivity tools such as Word, Excel, and Outlook, which has led to a significant increase in user engagement and business value.” End quotes. ------------------------------------------------------------- Global Sustainable Stock Picks (2) Many ethical and sustainable investors want to internationalize their portfolios. So, here's a new article to assist them. It's titled These 8 Foreign Stocks Are Widely Held by Global Sustainable Funds. It's by Liz Angeles and found on morningstar.com. Here are some quotes from the article. “To obtain top stocks widely owned by ESG global sustainable funds, we ran two searches on the open-end and exchange-traded funds coverage. We looked for large-cap global funds and selected the oldest share classes. We looked at the funds that are considered sustainable investment and compared them with the traditional funds. (And) pulled the top 500 holdings from the sustainable funds, and likewise for the traditional funds, and analyzed the average weights of each security. Stocks That Are Uniquely Held by Global Sustainable Funds Source: Morningstar Direct as of 1/22/2025. 1. Schneider Electric SE Morningstar Rating: 2 Stars Schneider Electric is a leading global supplier of electrical and industrial automation equipment. The group has four end markets: buildings, data centers, infrastructure, and industry, each of which relies on Schneider's products and solutions to ensure their operations run safely and efficiently. ‘Two thirds of Schneider's revenue is generated from electric utilities, buildings, and data centers, which are three end markets enjoying multiyear secular growth themes.' - Matthew Donen, Director, Morningstar. ‘Schneider has the strongest management of its material ESG issues across the electrical equipment subindustry.' - Morningstar Sustainalytics. 2. Iberdrola SA Morningstar Rating: 3 Stars ‘Iberdrola is the second-biggest integrated utility in Europe after Enel. Besides its domestic Spanish market, Iberdrola has strong exposure to the United Kingdom since the acquisition of Scottish Power in 2007.' - Tancrede Fulop, Morningstar senior equity analyst. ‘Carbon pricing and regulation are in place or expected in the main markets in which Iberdrola operates. This will likely benefit the company, as its generation mix is relatively low-carbon: renewables, hydro, and nuclear comprised 61% of generation in 2023, while all remaining coal-fired power plants were closed in 2020.' - Morningstar Sustainalytics. 3. TE Connectivity PLC Registered Shares Morningstar Rating: 3 Stars ‘TE Connectivity designs and manufactures connectors and sensors, supplying custom and semicustom solutions to a bevy of end markets in the transportation, industrial, and communication industries.' - William Kerwin, Morningstar equity analyst. In its 2023 Corporate responsibility report, TE Connectivity reported that it reduced its absolute scope 1 and 2 greenhouse gas emissions by 39% in 2023. This included achieving 77% renewable electricity use globally.' 4. Trane Technologies PLC Class A Morningstar Rating: 1 Star ‘Trane Technologies is a leading supplier of climate control products and services.' - Brian Bernard, director of industrials equity research for Morningstar. ‘Additionally, the company manufactures specialized equipment where competition is limited. This can lead to monopolization of product lines and create opportunities for the company to become involved in anticompetitive practices, such as price fixing and collusion. Trane is also exposed to asbestos-related claims from its former operations.' - Morningstar Sustainalytics. 5. Prysmian SpA Morningstar Rating: 1 Star Prysmian SpA is an Italian manufacturer of electric power transmission and telecommunications cables and systems… More than half the firm's revenue is generated in the Europe, Middle East, and Africa regions, with the rest coming from North America, Latin America, and Asia-Pacific regions. ‘Prysmian SpA has assigned responsibility for overseeing ESG issues at the board level… The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics. 6. Aptiv PLC Morningstar Rating: 3 Stars Aptiv PLC signal and power solutions segment supplies components and systems that make up a vehicle's electrical system, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems… ‘To keep pace with the changing automotive industry and increasing consumer demand for new sustainable mobility solutions, Aptiv boosted investments into vehicle electrification solutions and other research and development projects. The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics. 7. Infineon Technologies AG Morningstar Rating: 4 Stars ‘Infineon is a leading broad-based European chipmaker, with significant exposure to secular growth drivers in the automotive chip sector. Infineon should emerge as a leading supplier for electric vehicles and active safety systems used in cars, with increasing exposure to car ‘infotainment' systems. - Brian Collelo, Morningstar Strategist. ‘Product Governance for the semiconductor industry encompasses functionality, cost, marketability, reliability, form, packaging, and delivery time of chips… The company's exposure to product governance issues is Medium and moderately above the subindustry exposure.' - Morningstar Sustainalytics. 8. Siemens AG Morningstar Rating: 3 Stars Siemens is a multi-industry company focused on the areas of automation, electrification, mobility, and healthcare. Its top three geographic regions—the United States, Germany, and China—contribute over half group revenue… ‘Our 7% EPS growth estimate annualized through 2028 is on the low end of some of its peers, attributable to the cyclicality in its discrete automation business.' - Matthew Donen, Director for Morningstar. ‘The company's overall management of material ESG issues is strong.' - Morningstar Sustainalytics.” End quotes. ------------------------------------------------------------- Additional articles not covered due to time constraints 1. Title: Why Ecolab Inc. (ECL) Is One of the Best Humane Stocks to Invest in Now? On finance.yahoo.com. By Mashaid Ahmed. 2. Title: Visa vs. Mastercard: Who's Leading the Charge in Finance, Sustainability, and Net Zero? On carboncredits.com. By Jennifer L 3. Title: 12 Most Promising Green Stocks According to Hedge Funds on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News. 4. Title: 8 Best Humane Stocks to Invest in Now on insidermonkey.com. By Mashaid Ahmed in Hedge Funds, News and seen on insidermonkey.com. Article from Australia 1. Title: Top Ethical Investment Funds in Australia for 2025 – James Hayes Financial Advisor & Planner – Caringbah, AU on jameshayesfpblog.wordpress.com. By James Hayes Financial Planner. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast “Global Sustainable Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on February 21st. Bye for now.   © 2025 Ron Robins, Investing for the Soul

"Mooi aandeel, mooie fundamentele ontwikkeling, al is de koers daar wel ver op vooruit gelopen"', zegt Stan Westerterp van Bond Capital Partners. "Voor het platformmodel, dat Spotify is, zijn de aanloopinvesteringen hoog, maar ze lijken nu een kritieke massa te hebben bereikt." Daarna maak je winst, en dat beginnen de echte vette jaren. Maar zoals gezegd de koers is al enorm gestegen en de vraag is dus of je er nu nog moet instappen. Stan betwijfelt het, de tijd zal het leren. Bij Uber zou je denken dat er wat mis is, want die cijfers werden lauw ontvangen door beleggers. "Toch is er niks aan de hand", vindt Corné van Zeijl van Cardano "De winst per aandeel was bijna drie keer zoveel als analisten verwachtten. "De pijn zit hem in de opmerkingen van het bedrijf over autonoom rijden. Daar lopen ze echt achter op concurrent Tesla." We bespreken ook de cijfers van onder andere ING, Alphabet, Infineon en Carlsberg. De luisteraarsvragen komen natuurlijk aan bod en de experts geven hun tips. Stan tipt een groot farmacieconcern, Corné tipt een ETF met de ISIN-code DE000A0H08H3. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! MeDirect (advertorial) MeDirect, bank én broker, is een partner van BeursTalk. Deze week en over twee weken hoor je een gesprek met Erik Schriemer van MeDirect, waarin hij niet alleen uitlegt wat MeDirect voor jou als belegger kan betekenen, maar gaat hij ook in op verschillende aspecten van beleggen MeDirect komt oorspronkelijk uit Malta en verovert, na België, nu ook de Nederlandse markt. Erik legt je haarfijn uit wat MeDirect te bieden heeft (de MeDirect Academy!), geeft een aantal wijze tips tips. Er zijn nogal wat psychologische valkuilen, Erik neemt ze met je door! Voor meer informatie kun je uiteraard terecht op de website van MeDirect, vragen mail je naar het vertrouwde adres: rob@beurstalk.com. Geniet van de podcast! MeDirect wordt gereguleerd door de MFSA en heeft een vergunning om bankactiviteiten uit te voeren in de zin van de Banking Act en beleggingsdiensten te verlenen onder de Investment Services Act. De verstrekte informatie is niet bedoeld als een suggestie, aanbeveling of verzoek om een financieel product te kopen, te houden of te verkopen en er wordt geen garantie gegeven met betrekking tot de juistheid of volledigheid ervan. Als je in een product belegt, kunt je een deel of al het geld dat je belegt verliezen. De waarde van je belegging kan zowel dalen als stijgen.See omnystudio.com/listener for privacy information.

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. Ferrari & Spotify freuen die Gewinne. Infineon freut die KI. Estée Lauder und Merck freut wenig - schon gar nicht China. Ansonsten gibt's durchwachsene Zahlen von PayPal, Zölle in China und Neues von Alphabet. Drill, Baby, Drill. Finden Ölkonzerne gar nicht so geil. Denn viel Öl drückt den Öl-Preis. Aber: Es gibt Firmen, die einfach nur Öl fördern oder das mit ihrem Equipment möglich machen. Eine davon: Schoeller-Bleckmann (WKN: 907391). Palantir (WKN: A2QA4J) boomt. Wo ist der Haken? Diesen Podcast vom 05.02.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

China retaliates against U.S. trade restrictions, slapping duties onto wide-ranging U.S. imports. President Trump agrees to suspend tariffs with Canada and Mexico for after Ottawa and Mexico City vowed to strengthen border security to stamp out illegal immigration and drug smuggling. Swiss lender UBS posts a $770m Q4 net profit beat and confirms its guidance. And there are also earnings due in from BNP Paribas, OMV and Infineon.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

New 10% tariffs on China exports to the US have taken effect; China is to levy countermeasures on some US imported products with 15% tariffs on coal and LNG, as well as 10% tariff on oil, agricultural machines and some autos from the US.European bourses trade tentatively, Tech buoyed by strength in Infineon; US futures are modestly lower.DXY is flat, JPY underperforms, unwinding the prior day's strength, and Antipodeans lag.Bonds pullback but remain above Monday's lows as we await tariff updates from US/China.Crude softer amid Canada/Mexico tariff delays and China tariff retaliation.Looking ahead, US JOLTS Job Openings, NZ HLFS Jobs. Speakers including Fed's Bostic & Daly.Earnings from BMPS, Intesa Sanpaolo, Ferrari, AMD, Google, Snapchat, Chipotle, Amgen, Paypal, Spotify, Pfizer, Regeneron, PepsiCo, Merck, Estee Lauder, Marathon Petroleum & Ball.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded higher as the region reacted to US President Trump's delay of tariffs against Canada and Mexico for a month.However, the new 10% tariff on all China exports to the US took effect after the deadline passed.Furthermore, China is to levy countermeasures on some US imported products with 15% tariffs on coal and LNG, as well as 10% tariff on oil, agricultural machines and some autos from the US.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 future down 0.1% after the cash market closed with losses of 1.3% on Monday.DXY was boosted by Chinese retaliatory measures, EUR/USD is back below 1.03 and Cable is sub-1.24.Looking ahead, highlights include US JOLTS Job Openings, NZ HLFS Jobs, Riksbank Minutes, Fed's Bostic & Daly, Supply from UKEarnings from UBS, BNP Paribas, Vodafone, Diageo, Infineon, BMPS, Intesa Sanpaolo, Ferrari, AMD, Google, Snapchat, Chipotle, Amgen, Paypal, Spotify, Pfizer, Regeneron, PepsiCo, Merck, Estee Lauder, Marathon Petroleum.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En el consultorio de bolsa de Capital Intereconomía, Samuel Plaza Director de JFD BROKERS España comenta que el mercado bursátil español se mantiene en tensión mientras los inversores analizan niveles clave en el Ibex 35 y la posible repercusión de los aranceles en Europa. Según Plaza, la zona de los 12.000 puntos es un soporte crucial, aunque advierte que una caída hasta los 11.635 puntos podría desatar el pánico en los mercados. Plaza destacó la volatilidad actual y el impacto de las decisiones de Estados Unidos, especialmente tras la reciente paralización de los aranceles a México y Canadá. Sin embargo, la incertidumbre sobre posibles medidas contra Europa mantiene la cautela en el mercado. Uno de los valores más destacados en la jornada ha sido Infineon, que ha registrado subidas superiores al 10%. El analista señala que la compañía ha alcanzado una resistencia clave en la zona de los 34-35 euros, un nivel que ha intentado superar en anteriores ocasiones sin éxito.Otro de los sectores que preocupa a los inversores es el automovilístico, con compañías como Renault, BMW, Mercedes, Volkswagen y Stellantis bajo presión. Plaza advierte que si se confirman nuevos aranceles de EE.UU., estas empresas podrían perder todo el terreno ganado en las recientes recuperaciones. El mercado se encuentra en un momento de alta volatilidad, con sectores clave como el automovilístico y el tecnológico en el punto de mira. Plaza recomiendavigilar niveles estratégicos y esperar confirmaciones antes de tomar nuevas posiciones.

Holz, Dorothee www.deutschlandfunk.de, Wirtschaft am Mittag

Josep Prats, gestor de Abante Asesores, analiza las cotizaciones de lo más destacado en Europa con vistazo a Infineon, BNP Paribas, UBS, Rheinmetall, Publicis, Vodafone, Diageo y TomTom.

Today, we will examine the critical role played by battery backup units in keeping AI servers running smoothly, even in the event of power outages. Our guest, Filippo Rosetti, Application Marketing Manager at Infineon, shares his expertise on effective battery backup hardware strategies that ensure uninterrupted power supply to AI systems. From process continuity to seamless power switchover, we'll explore the importance of reliable battery systems in powering AI. Learn more about Infineon's battery management systems. Do you have a question or topic suggestion for our next episode? Email us at wepowerai@infineon.com

Víctor Galán, analista de Planeta Bolsa, repasa las acciones de Telefónica, IAG, Mapfre, Enagás, Facepi, Infineon o Bayer, entre otras

In this episode of Podcast4Engineers, we look at the role of predictive failure in the AI data center arena. How can we accurately predict which components will fail and when? Our conversation with Infineon System Architect, Christian Bernhardt will shed some new light on trimming the costs of ownership for hyperscale data centers. Learn more about Infineon's power system reliability solutions or email us with your questions or topic suggestions for our next episodes at wepowerai@infineon.com

Tune into episode 409 of the Mobile Tech Podcast with guests Bill Stewart (Infineon), Nick Gray (Phandroid), and Adam Doud (SlashGear) -- brought to you by Infineon. This week's episode comes in two parts. First, we explore Infineon's latest automotive tech at CES 2025. Second (17:13), we recap our favorite tech of CES 2025 -- including the Lenovo ThinkBook Plus Gen 6 Rollable, ASUS Zenbook A14, and more! We then review the OnePlus 13 and 13R, and dive into some of the EVs present at the show, including Afeela, BMW, Aptera, Zeekr, and others...Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Infineon: https://www.infineon.com/cms/en/applications/automotive/ (sponsor)- Bill Stewart: https://www.linkedin.com/in/stewart-bill/- Nick Gray: https://www.threads.net/@nickmgray- Adam Doud: https://www.threads.net/@deadtechnology- Adam's best of CES 2025: https://www.slashgear.com/1757989/slashgear-best-of-ces-awards-2025/- Lenovo ThinkBook Plus Gen 6 Rollable: https://phandroid.com/2025/01/07/lenovo-just-made-its-rollable-laptop-concept-a-reality/- ASUS Zenbook A14: https://www.theverge.com/2025/1/7/24334174/asus-zenbook-a14-ces-lightweight-laptop-macbook-price-specs- Lenovo Legion Go S: https://phandroid.com/2025/01/07/lenovo-unveils-its-new-legion-go-s-handheld-gaming-console/- My OnePlus 13 review: https://hothardware.com/reviews/oneplus-13-review- OnePlus 13R review: https://www.digitaltrends.com/mobile/oneplus-13r-review/- Sony Afeela 1: https://www.engadget.com/transportation/evs/sonys-afeela-1-feels-like-a-playstation-4-in-the-ps5-era-184620132.html?utm_source=substack&utm_medium=email- BMW Panoramic iDrive: https://www.engadget.com/transportation/ces-2025-bmws-vision-spanning-panoramic-idrive-will-make-sure-you-never-miss-another-navigation-prompt-192022046.html?utm_source=substack&utm_medium=email- Aptera solar powered EV: https://www.cnet.com/home/electric-vehicles/my-first-ride-in-a-solar-powered-ev-that-ditches-the-plug/- Zeekr 001FR and Zeekr RT: https://insideevs.com/news/746628/ces-zeekr-great-wall-2025/- Roborock Saros Z70: https://www.theverge.com/2025/1/5/24332998/roborock-saros-z70-robot-vacuum-omnigrip-arm

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  

DAX Update 2024 – Der große Dreiteiler von echtgeld.tv! Tobias Kramer und Christian W. Röhl (Chief Economist Scalable Capital) nehmen die restlichen der 40 DAX-Werte unter die Lupe und in dieser letzten Runde geht es noch einmal richtig zur Sache:

What if the future of European electronics hinges on rekindling the pride of 'Made in Germany'? Join Eric and as we explore this  notion with Harald Eppinger from Koh Young Technology at Electronica 2024. As we journey through the evolution of the electronics industry, Harald sheds light on Europe's resilience amidst global shifts, emphasizing the indispensable role of automation and AI in tackling labor shortages and enhancing production quality. Discover why there's cautious optimism for economic recovery beyond 2025 and how innovations are paving the way for the region's manufacturing excellence.In the second part of our episode, we tackle the rippling effects of the Chips Act across Europe and the US. While initial excitement has faced headwinds, companies such as TSMC and Infineon are navigating these challenges with strategic caution. Despite slower progress, Harald shares his optimism about Europe's potential to emerge as a semiconductor powerhouse, thanks to its outstanding talent and strategic foresight. Tune in as we spotlight the region's drive for independence in semiconductor production, a crucial step toward solidifying its standing in the global electronics arena, amidst current challenges and the promise of future success.EMS@C-Level at electronica 2024 was hosted by IPC (https://www.ipc.org/)Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com).You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

Dan is joined by Sanjay Kumar. Most recently, Sanjay was senior director at the Department of Commerce on the team implementing the CHIPS and Science Act. Before that, he was in the industry for more than 20 years, up and down the semiconductor value chain working at systems companies such as Meta, fabless companies such as Infineon,… Read More