Podcasts about intel ceo pat gelsinger

Carson Group's Ryan Detrick and Evans May Wealth's Brooke May break down the latest market trends and today's big rally. Morgan Stanley Global Chief Economist Seth Carpenter weighs in on the economy and impact of tariffs talk. Twilio CEO Khozema Shipchandler discusses AI's impact on business—and how the company is using AI internally to drive efficiency. Alan Ratner, Managing Director at Zelman & Associates, analyzes KB Home's earnings. Plus, former Intel CEO Pat Gelsinger gives his first interview since being ousted from the helm of the chipmaker and an inside look at how China is courting US CEOs (again) with our Eunice Yoon.

上一期OpenAI话题之后，我们继续还没聊完的新闻。 苹果准备开发LLM版本的Siri，这消息还是挺振奋人心同时又在情理之中的。毕竟这边在国内曾经说要跟百度合作，最近又跟腾讯、字节接洽了。 谷歌的Willow量子计算机芯片突破也是近期一大事件，意味着量子计算机领域又往前迈了一步，期待未来民用的可能，但估计需时较长了。 还有TGA 2024，结果公布之后得罪了在座的所有人。不仅任天堂在下面坐了半天一个奖没捞着还看了《幻兽帕鲁》预告片，《黑神话: 悟空》也是没拿到年度大奖，最后颁给了小机器人：索尼的《宇宙机器人》。 时间轴 00:00:00 开场 00:00:32 苹果 Shazam 识别歌曲超过千亿次 00:05:31 苹果正开发更智能的Siri，代号LLM Siri 00:09:02 App Store Awards 2024 00:10:45 苹果为中国iPhone用户适配百度AI模型时遇到困难 00:11:56 SetApp 2024年度开发者报告：仅3%开发者在适配Vision Pro 00:13:27 谷歌推出量子计算机芯片Willow，破解30年中大难题 00:14:42 英伟达被中国监管部门立案调查，市值一夜跌去近千亿美元 00:16:52 Firefox 浏览器新特性：升级侧边栏和垂直标签 00:21:20 Arc 浏览器的开发商计划推出新产品 Dia 00:25:09 DJI 发布 Mic Mini 迷你无线麦克风 00:28:37 小米发布YU7：给特斯拉上上强度 00:30:19 小马智行美股敲钟 00:31:05 哔哩哔哩 2024 年度弹幕 — “接” 00:32:25 WordPress 大战暂告段落，WP Engine 胜诉 00:37:14 Indie Friday 独立开发者黑五活动 00:38:53 Google Play 2024 年度榜单 00:39:21 Intel CEO Pat Gelsinger 出局 00:41:51 两名宇航员仍滞留太空，波音“星际客机”空舱返航 00:44:36 一己之力打破“男女对立”，“麦学”的含金量还在上升 00:47:21 TGA 2024 得罪所有人，《黑神话：悟空》获得动作奖，年度大奖颁给了《宇宙机器人》 相关信息 主播: 枫影 Justin Yan 主播: 自力 hzlzh 后期: 枫影 Justin Yan 微信听友群：加fyfyFM进群 听众反馈: hi@fyfy.fm 节目收听方式 推荐使用苹果Podcast, 小宇宙等播客客户端搜索“枫言枫语”来订阅收听本节目。 小宇宙 - 枫言枫语 直接订阅 Feed URL Apple iTunes Podcast - 枫言枫语 The post Vol. 133 科技快乐星球32: 苹果年度奖，谷歌量子芯片，英伟达被调查等 first appeared on 枫言枫语.

Leo Laporte, Harry McCracken, Christina Warren, and Lou Maresca discuss the evolving relationship between the tech industry and the incoming Trump administration, the future of TikTok in the U.S., advances in AI and its impact on everything from weather forecasting to web browsing, and much more. • Elon Musk and other tech billionaires are playing a major role in shaping President-elect Trump's transition team. The panel debated what this could mean for issues like antitrust regulation of Big Tech. • Trump has named entrepreneur and investor David Sacks as the White House AI and Crypto Czar. Sacks is an Elon Musk ally who has been critical of OpenAI. • The Hak Tuah cryptocurrency project suffered a 90% price crash shortly after launch amid controversy, in what may have been a "rug pull" scam. • Trump's pick to lead NASA, private astronaut Jared Isaacman, is expected to push the agency to partner more with SpaceX and the commercial space industry. But his close ties to Elon Musk could face political hurdles. • TikTok's future remains murky as U.S courts uphold a potential ban. The crew discusses the free speech implications and the role of geopolitics. EU also probes TikTok over Russian election interference. • Entrepreneur Frank McCourt's Project Liberty consortium is reportedly advancing a bid to acquire TikTok's U.S. operations, positioning it as a "people's bid." • The U.S. House is set to approve an additional $3 billion to fund the removal of Chinese telecom equipment like Huawei and ZTE from domestic networks. • Intel CEO Pat Gelsinger is departing after a challenging 3-year stint. The chip giant's future strategy is up in the air as it faces intensifying competition, but the chip company did outline breakthroughs at a conference in advanced transistors, packaging, and interconnects that could help it regain a manufacturing edge. • OpenAI is running a "12 Days of OpenAI" promotion highlighting new AI models and services. The TWiT panel debated whether it's mainly a technical showcase or a monetization push. • Google unveiled a weather forecasting AI model that it says outperforms the leading U.S. and European forecast systems, especially for predicting extreme events. • ElevenLabs launched a beta product that allows users to create and edit entire AI-generated podcast episodes, sparking discussions about the impact on human podcast creators. • With the rise of AI, could we see a new generation of AI-infused web browsers that better understand our behavior? A long blog post by tech guru Om Malik explored the possibilities. • In the wake of China's "Salt Typhoon" hacks of telecom networks, the FCC is proposing new cybersecurity rules - but with a twist that would allow law enforcement backdoor access. • In the latest twist in the CSAM scanning saga, Apple is being sued for abandoning the controversial child abuse image detection feature, after previously being pilloried for trying to implement it. • A sleeker, more accurate definition of a "second" based on atomic clocks using Strontium instead of Cesium atoms could be coming by 2030, enabling new scientific breakthroughs. • Just in time for Christmas, a pair of the iconic ruby slippers from The Wizard of Oz sold at auction for a whopping $28 million, a new record for movie memorabilia. Host: Leo Laporte Guests: Harry McCracken, Christina Warren, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: canary.tools/twit - use code: TWIT expressvpn.com/twit lookout.com veeam.com ZipRecruiter.com/Twit

Leo Laporte, Harry McCracken, Christina Warren, and Lou Maresca discuss the evolving relationship between the tech industry and the incoming Trump administration, the future of TikTok in the U.S., advances in AI and its impact on everything from weather forecasting to web browsing, and much more. • Elon Musk and other tech billionaires are playing a major role in shaping President-elect Trump's transition team. The panel debated what this could mean for issues like antitrust regulation of Big Tech. • Trump has named entrepreneur and investor David Sacks as the White House AI and Crypto Czar. Sacks is an Elon Musk ally who has been critical of OpenAI. • The Hak Tuah cryptocurrency project suffered a 90% price crash shortly after launch amid controversy, in what may have been a "rug pull" scam. • Trump's pick to lead NASA, private astronaut Jared Isaacman, is expected to push the agency to partner more with SpaceX and the commercial space industry. But his close ties to Elon Musk could face political hurdles. • TikTok's future remains murky as U.S courts uphold a potential ban. The crew discusses the free speech implications and the role of geopolitics. EU also probes TikTok over Russian election interference. • Entrepreneur Frank McCourt's Project Liberty consortium is reportedly advancing a bid to acquire TikTok's U.S. operations, positioning it as a "people's bid." • The U.S. House is set to approve an additional $3 billion to fund the removal of Chinese telecom equipment like Huawei and ZTE from domestic networks. • Intel CEO Pat Gelsinger is departing after a challenging 3-year stint. The chip giant's future strategy is up in the air as it faces intensifying competition, but the chip company did outline breakthroughs at a conference in advanced transistors, packaging, and interconnects that could help it regain a manufacturing edge. • OpenAI is running a "12 Days of OpenAI" promotion highlighting new AI models and services. The TWiT panel debated whether it's mainly a technical showcase or a monetization push. • Google unveiled a weather forecasting AI model that it says outperforms the leading U.S. and European forecast systems, especially for predicting extreme events. • ElevenLabs launched a beta product that allows users to create and edit entire AI-generated podcast episodes, sparking discussions about the impact on human podcast creators. • With the rise of AI, could we see a new generation of AI-infused web browsers that better understand our behavior? A long blog post by tech guru Om Malik explored the possibilities. • In the wake of China's "Salt Typhoon" hacks of telecom networks, the FCC is proposing new cybersecurity rules - but with a twist that would allow law enforcement backdoor access. • In the latest twist in the CSAM scanning saga, Apple is being sued for abandoning the controversial child abuse image detection feature, after previously being pilloried for trying to implement it. • A sleeker, more accurate definition of a "second" based on atomic clocks using Strontium instead of Cesium atoms could be coming by 2030, enabling new scientific breakthroughs. • Just in time for Christmas, a pair of the iconic ruby slippers from The Wizard of Oz sold at auction for a whopping $28 million, a new record for movie memorabilia. Host: Leo Laporte Guests: Harry McCracken, Christina Warren, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: canary.tools/twit - use code: TWIT expressvpn.com/twit lookout.com veeam.com ZipRecruiter.com/Twit

Leo Laporte, Harry McCracken, Christina Warren, and Lou Maresca discuss the evolving relationship between the tech industry and the incoming Trump administration, the future of TikTok in the U.S., advances in AI and its impact on everything from weather forecasting to web browsing, and much more. • Elon Musk and other tech billionaires are playing a major role in shaping President-elect Trump's transition team. The panel debated what this could mean for issues like antitrust regulation of Big Tech. • Trump has named entrepreneur and investor David Sacks as the White House AI and Crypto Czar. Sacks is an Elon Musk ally who has been critical of OpenAI. • The Hak Tuah cryptocurrency project suffered a 90% price crash shortly after launch amid controversy, in what may have been a "rug pull" scam. • Trump's pick to lead NASA, private astronaut Jared Isaacman, is expected to push the agency to partner more with SpaceX and the commercial space industry. But his close ties to Elon Musk could face political hurdles. • TikTok's future remains murky as U.S courts uphold a potential ban. The crew discusses the free speech implications and the role of geopolitics. EU also probes TikTok over Russian election interference. • Entrepreneur Frank McCourt's Project Liberty consortium is reportedly advancing a bid to acquire TikTok's U.S. operations, positioning it as a "people's bid." • The U.S. House is set to approve an additional $3 billion to fund the removal of Chinese telecom equipment like Huawei and ZTE from domestic networks. • Intel CEO Pat Gelsinger is departing after a challenging 3-year stint. The chip giant's future strategy is up in the air as it faces intensifying competition, but the chip company did outline breakthroughs at a conference in advanced transistors, packaging, and interconnects that could help it regain a manufacturing edge. • OpenAI is running a "12 Days of OpenAI" promotion highlighting new AI models and services. The TWiT panel debated whether it's mainly a technical showcase or a monetization push. • Google unveiled a weather forecasting AI model that it says outperforms the leading U.S. and European forecast systems, especially for predicting extreme events. • ElevenLabs launched a beta product that allows users to create and edit entire AI-generated podcast episodes, sparking discussions about the impact on human podcast creators. • With the rise of AI, could we see a new generation of AI-infused web browsers that better understand our behavior? A long blog post by tech guru Om Malik explored the possibilities. • In the wake of China's "Salt Typhoon" hacks of telecom networks, the FCC is proposing new cybersecurity rules - but with a twist that would allow law enforcement backdoor access. • In the latest twist in the CSAM scanning saga, Apple is being sued for abandoning the controversial child abuse image detection feature, after previously being pilloried for trying to implement it. • A sleeker, more accurate definition of a "second" based on atomic clocks using Strontium instead of Cesium atoms could be coming by 2030, enabling new scientific breakthroughs. • Just in time for Christmas, a pair of the iconic ruby slippers from The Wizard of Oz sold at auction for a whopping $28 million, a new record for movie memorabilia. Host: Leo Laporte Guests: Harry McCracken, Christina Warren, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: canary.tools/twit - use code: TWIT expressvpn.com/twit lookout.com veeam.com ZipRecruiter.com/Twit

Leo Laporte, Harry McCracken, Christina Warren, and Lou Maresca discuss the evolving relationship between the tech industry and the incoming Trump administration, the future of TikTok in the U.S., advances in AI and its impact on everything from weather forecasting to web browsing, and much more. • Elon Musk and other tech billionaires are playing a major role in shaping President-elect Trump's transition team. The panel debated what this could mean for issues like antitrust regulation of Big Tech. • Trump has named entrepreneur and investor David Sacks as the White House AI and Crypto Czar. Sacks is an Elon Musk ally who has been critical of OpenAI. • The Hak Tuah cryptocurrency project suffered a 90% price crash shortly after launch amid controversy, in what may have been a "rug pull" scam. • Trump's pick to lead NASA, private astronaut Jared Isaacman, is expected to push the agency to partner more with SpaceX and the commercial space industry. But his close ties to Elon Musk could face political hurdles. • TikTok's future remains murky as U.S courts uphold a potential ban. The crew discusses the free speech implications and the role of geopolitics. EU also probes TikTok over Russian election interference. • Entrepreneur Frank McCourt's Project Liberty consortium is reportedly advancing a bid to acquire TikTok's U.S. operations, positioning it as a "people's bid." • The U.S. House is set to approve an additional $3 billion to fund the removal of Chinese telecom equipment like Huawei and ZTE from domestic networks. • Intel CEO Pat Gelsinger is departing after a challenging 3-year stint. The chip giant's future strategy is up in the air as it faces intensifying competition, but the chip company did outline breakthroughs at a conference in advanced transistors, packaging, and interconnects that could help it regain a manufacturing edge. • OpenAI is running a "12 Days of OpenAI" promotion highlighting new AI models and services. The TWiT panel debated whether it's mainly a technical showcase or a monetization push. • Google unveiled a weather forecasting AI model that it says outperforms the leading U.S. and European forecast systems, especially for predicting extreme events. • ElevenLabs launched a beta product that allows users to create and edit entire AI-generated podcast episodes, sparking discussions about the impact on human podcast creators. • With the rise of AI, could we see a new generation of AI-infused web browsers that better understand our behavior? A long blog post by tech guru Om Malik explored the possibilities. • In the wake of China's "Salt Typhoon" hacks of telecom networks, the FCC is proposing new cybersecurity rules - but with a twist that would allow law enforcement backdoor access. • In the latest twist in the CSAM scanning saga, Apple is being sued for abandoning the controversial child abuse image detection feature, after previously being pilloried for trying to implement it. • A sleeker, more accurate definition of a "second" based on atomic clocks using Strontium instead of Cesium atoms could be coming by 2030, enabling new scientific breakthroughs. • Just in time for Christmas, a pair of the iconic ruby slippers from The Wizard of Oz sold at auction for a whopping $28 million, a new record for movie memorabilia. Host: Leo Laporte Guests: Harry McCracken, Christina Warren, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: canary.tools/twit - use code: TWIT expressvpn.com/twit lookout.com veeam.com ZipRecruiter.com/Twit

Leo Laporte, Harry McCracken, Christina Warren, and Lou Maresca discuss the evolving relationship between the tech industry and the incoming Trump administration, the future of TikTok in the U.S., advances in AI and its impact on everything from weather forecasting to web browsing, and much more. • Elon Musk and other tech billionaires are playing a major role in shaping President-elect Trump's transition team. The panel debated what this could mean for issues like antitrust regulation of Big Tech. • Trump has named entrepreneur and investor David Sacks as the White House AI and Crypto Czar. Sacks is an Elon Musk ally who has been critical of OpenAI. • The Hak Tuah cryptocurrency project suffered a 90% price crash shortly after launch amid controversy, in what may have been a "rug pull" scam. • Trump's pick to lead NASA, private astronaut Jared Isaacman, is expected to push the agency to partner more with SpaceX and the commercial space industry. But his close ties to Elon Musk could face political hurdles. • TikTok's future remains murky as U.S courts uphold a potential ban. The crew discusses the free speech implications and the role of geopolitics. EU also probes TikTok over Russian election interference. • Entrepreneur Frank McCourt's Project Liberty consortium is reportedly advancing a bid to acquire TikTok's U.S. operations, positioning it as a "people's bid." • The U.S. House is set to approve an additional $3 billion to fund the removal of Chinese telecom equipment like Huawei and ZTE from domestic networks. • Intel CEO Pat Gelsinger is departing after a challenging 3-year stint. The chip giant's future strategy is up in the air as it faces intensifying competition, but the chip company did outline breakthroughs at a conference in advanced transistors, packaging, and interconnects that could help it regain a manufacturing edge. • OpenAI is running a "12 Days of OpenAI" promotion highlighting new AI models and services. The TWiT panel debated whether it's mainly a technical showcase or a monetization push. • Google unveiled a weather forecasting AI model that it says outperforms the leading U.S. and European forecast systems, especially for predicting extreme events. • ElevenLabs launched a beta product that allows users to create and edit entire AI-generated podcast episodes, sparking discussions about the impact on human podcast creators. • With the rise of AI, could we see a new generation of AI-infused web browsers that better understand our behavior? A long blog post by tech guru Om Malik explored the possibilities. • In the wake of China's "Salt Typhoon" hacks of telecom networks, the FCC is proposing new cybersecurity rules - but with a twist that would allow law enforcement backdoor access. • In the latest twist in the CSAM scanning saga, Apple is being sued for abandoning the controversial child abuse image detection feature, after previously being pilloried for trying to implement it. • A sleeker, more accurate definition of a "second" based on atomic clocks using Strontium instead of Cesium atoms could be coming by 2030, enabling new scientific breakthroughs. • Just in time for Christmas, a pair of the iconic ruby slippers from The Wizard of Oz sold at auction for a whopping $28 million, a new record for movie memorabilia. Host: Leo Laporte Guests: Harry McCracken, Christina Warren, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: canary.tools/twit - use code: TWIT expressvpn.com/twit lookout.com veeam.com ZipRecruiter.com/Twit

- Intel CEO Pat Gelsinger retires - Marvell-AWS supplier alliance - Chinese quantum computer Tianyan-504 [audio mp3="https://orionx.net/wp-content/uploads/2024/12/HPCNB_20241209.mp3"][/audio] The post HPC News Bytes – 20241209 appeared first on OrionX.net.

Leo Laporte, Harry McCracken, Christina Warren, and Lou Maresca discuss the evolving relationship between the tech industry and the incoming Trump administration, the future of TikTok in the U.S., advances in AI and its impact on everything from weather forecasting to web browsing, and much more. • Elon Musk and other tech billionaires are playing a major role in shaping President-elect Trump's transition team. The panel debated what this could mean for issues like antitrust regulation of Big Tech. • Trump has named entrepreneur and investor David Sacks as the White House AI and Crypto Czar. Sacks is an Elon Musk ally who has been critical of OpenAI. • The Hak Tuah cryptocurrency project suffered a 90% price crash shortly after launch amid controversy, in what may have been a "rug pull" scam. • Trump's pick to lead NASA, private astronaut Jared Isaacman, is expected to push the agency to partner more with SpaceX and the commercial space industry. But his close ties to Elon Musk could face political hurdles. • TikTok's future remains murky as U.S courts uphold a potential ban. The crew discusses the free speech implications and the role of geopolitics. EU also probes TikTok over Russian election interference. • Entrepreneur Frank McCourt's Project Liberty consortium is reportedly advancing a bid to acquire TikTok's U.S. operations, positioning it as a "people's bid." • The U.S. House is set to approve an additional $3 billion to fund the removal of Chinese telecom equipment like Huawei and ZTE from domestic networks. • Intel CEO Pat Gelsinger is departing after a challenging 3-year stint. The chip giant's future strategy is up in the air as it faces intensifying competition, but the chip company did outline breakthroughs at a conference in advanced transistors, packaging, and interconnects that could help it regain a manufacturing edge. • OpenAI is running a "12 Days of OpenAI" promotion highlighting new AI models and services. The TWiT panel debated whether it's mainly a technical showcase or a monetization push. • Google unveiled a weather forecasting AI model that it says outperforms the leading U.S. and European forecast systems, especially for predicting extreme events. • ElevenLabs launched a beta product that allows users to create and edit entire AI-generated podcast episodes, sparking discussions about the impact on human podcast creators. • With the rise of AI, could we see a new generation of AI-infused web browsers that better understand our behavior? A long blog post by tech guru Om Malik explored the possibilities. • In the wake of China's "Salt Typhoon" hacks of telecom networks, the FCC is proposing new cybersecurity rules - but with a twist that would allow law enforcement backdoor access. • In the latest twist in the CSAM scanning saga, Apple is being sued for abandoning the controversial child abuse image detection feature, after previously being pilloried for trying to implement it. • A sleeker, more accurate definition of a "second" based on atomic clocks using Strontium instead of Cesium atoms could be coming by 2030, enabling new scientific breakthroughs. • Just in time for Christmas, a pair of the iconic ruby slippers from The Wizard of Oz sold at auction for a whopping $28 million, a new record for movie memorabilia. Host: Leo Laporte Guests: Harry McCracken, Christina Warren, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: canary.tools/twit - use code: TWIT expressvpn.com/twit lookout.com veeam.com ZipRecruiter.com/Twit

Two momentous events have recently rocked the computing world: First, Intel CEO Pat Gelsinger abruptly stepped down this week, less than four years after taking the company's helm, and before completing the ongoing transition to its next-generation chip fabrication, and second, Microsoft has removed the venerable WordPad from current and future versions of Windows. We convene to try to make sense of both of these unexpected happenings (and talk a lot about word processors along the way).Cling to WordPad for dear life: https://www.pcworld.com/article/2376881/how-to-get-wordpad-back-windows-11-24h2.htmlThe Microsoft Fandom wiki: https://microsoft.fandom.com/wiki/Windows_95 Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

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

This week on the podcast we go over our reviews of the of the ASRock X870E Taichi Motherboard, FiFine M9 Dual Wireless Lavalier Microphone, and Scythe Mugen 6 DBE (Dual Fan Black Edition) CPU Cooler.  We also discuss NZXT being under fire after an investigation by Gamers Nexus, New Intel GPUs, Intel CEO Pat Gelsinger retiring, AMD crushing Black Friday sales and more!

0:00 Intro & Dankeschön 1:46 Schafft Tesla sein Q4 Rekordquartal? Leasing-Rückkäufe! 4:26 Wo bleibt FSD Version 13? 5:14 Intel CEO Pat Gelsinger lobt xAI 5:19 Elon will AI Game Studio gründen? 7:24 Ladeport Heizung Update aber nicht für alle 10:04 Schlechte Nachrichten bei Nissan 11:31 Neues Tesla Optimus Bot Video 17:03 Wie steht's um den Kauf des Optimus Bots? 20:09 16 Ausnahmesituationen, die jeder autonome Tesla meistern muss! 29:38 W Krise: Streik & Mitarbeiter Entlassungen drohen 34:21 Währenddessen bei Tesla: Zulieferer werden schneller bezahlt! 38:55 Das alles gibt's im Tesla Update zu Weinachten! Hammer Features & Änderungen - Kostenlos & für alle! 50:57 Urteil: Kein Tesla Gehaltspaket für Elon trotz Abstimmung! Dafür: $345 Mio. für gegnerische Anwälte 1:00:52 Letzte Runde: Lascht order 1:03:14 Tesla App für die Apple Watch ist jetzt verfügbar 1:04:23 Versicherungszahlen aus China 1:05:09 FSD V13 1:10:44 Outro Ihr könnt meine Arbeit mit dem Tesla Welt Podcast unterstützen indem Ihr folgende Partnerlinks benutzt: Davids Tesla Referral Code: https://ts.la/david63148 SHOP4TESLA: Erhalte 5% Rabatt mit dem Code "teslawelt" auf jetzt alle Produkte: https://www.shop4tesla.com/?ref=TeslaWelt * HOLY: Erhalte 10% Rabatt mit dem Code "TESLAWELT" auf alle Produkte: https://de.weareholy.com/?ref=teslawelt * Oder Ihr holt euch ein Shirt aus dem Tesla Welt Merchshop: https://teslawelt.myspreadshop.de/ Zur englischen Elon Musk Biografie von Walter Isaacson: https://amzn.to/3sETBBi * Hier zur deutschen Version: https://amzn.to/45HZfkF * Die mit * gekennzeichneten Links sind Affiliate-Links. Es handelt sich hierbei um bezahlte Werbung. Ein Kauf über einen Affiliate-Link unterstützt den Kanal und für euch entstehen dabei selbstverständlich keinerlei Mehrkosten! Für direkte Unterstützung werdet Tesla Welt Kanalmitglied und erhalte exklusive Vorteile: https://www.youtube.com/channel/UCK0nQCNCloToqNKhbJ1QGfA/join Musik: Titel: My Little Kingdom Autor: Golden Duck Orchestra Source Licence Download (MB)

In Folge 237 sprechen die ApfelNerds über Black Friday & Saschas eHome-Setup. Sascha war beim Apple Service, der Vision Pro Rollout geht in Taiwan weiter, das Reparaturprogramm für die Butterfly-Tastaturen ist ausgelaufen, Shazam hat 100 Milliarden Song-Erkennungen erreicht, Nintendo bringt mit Nintendo Music eine Sammung an Spiele-Musik, Bob Iger verrät versehentlich den Anteil an Nutzern die das Standard-Abo mit Werbung verwenden, Intel-CEO Pat Gelsinger geht „bei Intel in den Ruhestand“, die iPhones 17 Pro sollen doch weiter Titan verwenden, es gibt Updates und Saschas Erfahrungen mit dem AirPods Pro Hearing Feature.

French Prime Minister Michel Barnier forces through a contested budget bill which spooks financial markets and exposes his government to a potential no-confidence vote this week. The S&P 500 and Nasdaq begin December hitting new record highs, with Asian indices following suit. Intel CEO Pat Gelsinger is ousted by the company's board as his plans to turn around the chip maker's fortunes falter. Meanwhile, the outgoing Biden administration launches new export controls for the chip sector in a bid to hamstring China's ambitions in the sector. A U.S. judge upholds the decision to deny Tesla CEO Elon Musk a record $56bn pay package, despite shareholders voting to reinstate the move. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Intel CEO Retires, AWS Physical Data Transfer, and AI Ethics in Web Design Join host Jim Love on this week's edition of Hashtag Trending, brought to you by 'Elisa: A Tale of Quantum Kisses.' Key topics include AWS's new physical data transfer terminals, Intel CEO Pat Gelsinger's unexpected retirement, and the ethical concerns surrounding AI-generated web designs. Additionally, explore the implications of OpenAI's shift towards commercialization, the Oxford word of the year 'Brain Rot,' and the heartwarming story of a preschooler's massive popsicle order. Stay informed and entertained with the latest tech news and more. 00:00 Introduction and Sponsor Message 00:28 AWS Data Transfer Terminal Announcement 01:58 Intel CEO Pat Gelsinger Retires 03:45 OpenAI Safety Researcher Resigns 05:02 AI-Generated Web Designs Under Fire 06:28 Oxford Word of the Year: Brain Rot 07:52 Heartwarming Story: Noah's Popsicle Adventure 09:00 Conclusion and Contact Information

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

Intel CEO Pat Gelsinger stepping down, as the chipmaker looks to bounce back from a tumultuous couple of years. What the turnaround plans may look like now, and how Intel can keep up with competition. Plus Fast Money's Obesity Week kicks off. The emerging players in the weight-loss drug battle, and what industry leaders see next for the space.Fast Money Disclaimer

The holiday season is in full swing, and happiness guru Arthur Brooks is offering advice to maximize gratitude into the new year. Host of the “How to Build a Better Life” podcast says Thanksgiving offers a helpful psychology, and that an emphasis on being “grateful, not cheerful” can improve mental health. Next, on this Cyber Monday, Amber Venz Box discusses the rise of live shopping on social media via influencers or creators. She co-founded LTK, a platform that helps influencers earn commissions by connecting them with brands to promote and sell products on social media. She says over a thousand creators on her platform are now millionaires. Plus, President Biden pardoned his son, Intel CEO Pat Gelsinger has retired, Stellantis CEO Carlos Tavares has stepped down, and President-elect Trump has picked Charles Kushner for ambassador to France and Kash Patel for FBI director. Arthur Brooks - 17:20Amber Venz Box - 31:38 In this episode:Arthur Brooks, @arthurbrooksAmber Venz Box, @AmberVenzBoxBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie

The S&P 500 notched its 54th record close of the year as markets get ready for a busy week of data and earnings. Allianz Chief Economic Advisor Mohamed El-Erian breaks down what will be most important for investors. Intel CEO Pat Gelsinger retired from his position; Jon takes a look at the winding road of his tenure and Moor Insights & Strategy's Patrick Moorhead shares what happens next. Klaviyo CEO Andrew Bialecki kicks off Cloud Week with a look at what social strategies are most effective for Cyber Monday.  

Chuck Zodda and Mike Armstrong discuss stocks ending November with a bang. Upcoming economic data to indicate the strength of the US economy. Carlos Tavares steps down as CEO of Stellantis. Intel CEO Pat Gelsinger is out. With discounts on offer, shoppers began to bite. Cyber Monday shoppers expected to set a record. As cash fades, small retailers embrace efforts to rein in swipe fees.

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

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

Featuring: Elfreda Jonker, Client Portfolio Manager and Investment Specialist at Alphinity Investment Management Pat Gelsinger, Chief Executive Officer at Intel Maribel Lopez, Founder and Principal Analyst at Lopez Research What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es  See omnystudio.com/listener for privacy information.

Nearly $5.5T in earnings reported after the bell, including behemoths Apple and Amazon. We have you covered with instant analysis and reaction from every angle. Plus, Pat Gelsinger, Intel CEO, discuss his company's earnings, the outlook for the business and moving forward after some difficult quarters. iPhone co-creator Tony Fadell weighs in on Apple Intelligence and the company's larger strategy with AI.

Intel CEO Pat Gelsinger discusses the tech company's latest earnings report after they gave a fourth-quarter revenue forecast slightly above estimates. He spoke to Bloomberg's Ed Ludlow.  See omnystudio.com/listener for privacy information.

On a special edition of Bloomberg Technology, host Ed Ludlow speaks with Intel CEO Pat Gelsinger after the company gave a fourth-quarter revenue forecast slight above estimates, leading to a spike in shares after hours.See omnystudio.com/listener for privacy information.

Intel CEO Responds to Demise Rumors, AI Vulnerabilities, and Drones in Warfare In this episode of Hashtag Trending, host Jim Love covers Intel CEO Pat Gelsinger's response to rumors about Intel's decline and their collaboration with AMD. The episode delves into the use of hidden characters to exploit AI models and discusses the potential dangers and advancements of AI in warfare, including the increased effectiveness of Ukrainian drones using AI technology from Palantir. Tune in to learn about the latest in AI security challenges and the evolving role of AI on the battlefield. 00:00 Introduction and Intel's Resilience 00:21 Intel and AMD's Strategic Collaboration 01:51 Invisible Characters: A New AI Vulnerability 02:53 The Rise of ASCII Smuggling 05:27 AI's Role in Modern Warfare 07:45 Conclusion and Contact Information

Intel CEO Pat Gelsinger joins for an exclusive interview after a slew of news, including billions more in CHIPS Act funding, an expanded partnership with AWS, and a plan to set up a separate internal governance structure for its foundry business. Evercore ISI's Julian Emanuel discusses the prospects of a 50-basis-point rate cut at this week's Fed meeting. Bank of America Securities analyst Wamsi Mohan talks about demand for the latest iPhone Pro, as Apple's stock takes a leg lower. Plus a side effect of the Fed decision that could add cash to Americans' wallets, and the latest on the historic Polaris Dawn spaceflight.

Shares of Intel are on pace for their worst day in 50 years after a tough second-quarter result. The chipmaker also announced a massive, $10 billion cost-savings program that will include thousands of layoffs and a half on dividend payments. CNBC's Jon Fortt spoke to Intel CEO Pat Gelsinger on the turnaround plan, modest CPU demand and areas to be impacted by the layoffs. 

0:00:00 – HKPUG 會訊 + Main Topic Tag: 台灣, 台北, Nvidia CEO 黃仁勳, AMD CEO 蘇姿丰, Qualcomm CEO Cristiano Amon, Intel CEO Pat Gelsinger, Mediatek …

Jim Cramer and David Faber engaged in a wide-ranging discussion about a new report from CNBC.com: Elon Musk ordered Nvidia to prioritize shipments of AI chips to X and xAI ahead of Tesla. The anchors also reacted to what Intel CEO Pat Gelsinger said about the company's new AI chips -- and Nvidia CEO Jensen Huang. Also in focus: Apple in positive territory for 2024, Tesla auto sales in China and Ford U.S. sales, a twist involving "Roaring Kitty" and the meme stocks frenzy, Skydance's deal for Paramount awaits Shari Redstone's approval. Squawk on the Street Disclaimer

At Computex in Taiwan, Intel CEO Pat Gelsinger reveals the company's AI chip plans to compete with Nvidia and AMD.

At Computex in Taiwan, Intel CEO Pat Gelsinger reveals the company's AI chip plans to compete with Nvidia and AMD.

Intel CEO Pat Gelsinger discusses process leadership and Intel's key milestones in the past year with Bloomberg's Caroline Hyde and Ed Ludlow.See omnystudio.com/listener for privacy information.

Bloomberg's Caroline Hyde and Ed Ludlow sit down with Intel CEO Pat Gelsinger as shares fall on its tepid outlook. Plus, AI demand sends shares of Microsoft and Google soaring after strong earnings results. And, Uber-backed Lime expands its fleet of e-scooters globally. See omnystudio.com/listener for privacy information.

Sen. Todd Young (R-Ind.) and Sen. Mark Warner (D-Va.) discuss the national security concerns around TikTok, U.S. competitiveness in AI and the CHIPS and Science Act. Then, Intel CEO Pat Gelsinger breaks down the federal support for his company to produce chips and why his manufacturing goals for the technology are “higher” than those of President Biden. Conversations recorded on Thursday, March 21, 2024 at The Futurist Summit: The New Age of Tech.

Intel CEO Pat Gelsinger speaks to Julia as his company secures up to $8.5 billion in CHIPS Act grants. Nada Bashir reports on the desperate circumstances in and around Al-Shifa hospital in Gaza. And, The UK data watchdog is 'assessing' a report that hospital staffer tried to access the Princess of Wales' medical records. All that on more coming up on the show. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jim Cramer and David Faber led off the show with Nvidia and highlights from Jim's exclusive "Mad Money" interview with CEO Jensen Huang. The CHIPS Act also in the spotlight: Intel CEO Pat Gelsinger appeared one-on-one with Jon Fortt to talk about the billions of dollars in funding the company has been awarded. Jim and David discussed an excerpt from Cramer's interview on the CHIPS Act with Commerce Secretary Gina Raimondo, which is slated to air Wednesday night on "Mad Money." Also in focus: Fed decision day, Apple CEO Tim Cook visits China, Chipotle's 50-for-1 stock split.  Squawk on the Street Disclaimer

The Fed held rates steady but markets hit record highs after Chair Powell signaled a steady outlook. Jefferies Chief Market Strategist David Zervos and former Boston Fed President Eric Rosengren on the key takeaways from Powell and the Fed. Earnings from Micron, Chewy, Five Below and KB Home. CFRA's Angelo Zino breaks down Micron's numbers while Zelman & Associates' Alan Ratner talks KB Home. Plus, Jon sits down with Intel CEO Pat Gelsinger on the CHIPS Act grants and the geopolitical importance of tech supply chains.

As an American, you can't help but root for Intel CEO Pat Gelsinger to succeed. His vision to bring semiconductor manufacturing leadership back to the United States is more than just a quaint nationalistic sentiment. Rather it's a strategic imperative for the country, its military, global competitiveness and access to future technological innovations in the AI era. But his strategy is dependent upon the success of Intel both as a designer and a leading manufacturer of advanced chips.As such this choice puts Intel in a multi-front war with highly capable leaders in several markets, including names like AMD, NVIDIA, AWS, Google, Microsoft, Apple, Tesla and other chip designers…even perhaps OpenAI. As well Intel competes with with established manufacturers like Taiwan Semiconductor and Samsung. Moreover, Intel's business model has been disrupted by Arm which has created a volume standard powered by the iPhone and mobile technologies. Finally, China, Inc. looms as a long-term competitor further underscoring the imperative.But the trillion dollar questions are: 1) What are the odds that Intel's strategy succeeds; and 2) Are there more viable alternative strategies for both Intel and the United States?In this Breaking Analysis we try to address these uncertainties and to do so we welcome Ben Bajarin, CEO and Principal Analyst at Creative Strategies.

The first very busy week of this earnings season wraps up, including results from Tesla, Intel and Netflix. Renaissance Macro's Neil Dutta and Wilmington Trust's Meghan Shue break down the action. Jon sits down with Intel CEO Pat Gelsinger on the latest quarter and the company's progress. Former Federal Reserve board member Frederic Mishkin on the latest data and if the Fed can celebrate victory over inflation yet. Payoneer CEO John Caplan on what his data is saying about the consumer. 

Intel CEO Pat Gelsinger discusses progress in the company's foundry business and reorienting talent for the AI future. He speaks with Bloomberg Technology hosts Ed Ludlow and Caroline Hyde. See omnystudio.com/listener for privacy information.

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

Intel CEO Pat Gelsinger discusses the importance of the Chips Act, adding that the legislation creates long-term incentives to invest. He spoke to hosts Jonathan Ferro and Lisa Abramowicz at the World Economic Forum's annual meeting in Davos, Switzerland. See omnystudio.com/listener for privacy information.

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

There aren't many individuals who can honestly say that they helped invent such everyday technology as USB, Wi-Fi, the Cloud, and multiple generations of Intel processors. However, Intel CEO Pat Gelsinger did just that during a decades-long career as an engineer. Moreover, Pat rose from being an engineer to senior leadership at Intel, and, after a painful detour, eventually into the role of. In this conversation with Global Leadership Summit Producer Lori Hermann, Pat shares some of his leadership learnings from the front line of technology, including the importance of mentors, of ongoing curiosity, and some lessons he learned from seasons of disappointment. If you've ever wondered what it takes to lead one of the premier technology companies in the world, we invite you to tune in!

Stocks slid in the final hour of trading to send the major averages negative on the week. 3Fourteen Research Co-Founder Warren Pies helps us break down the market action heading into an uncertain weekend and the key sectors to watch. Jon sits down with Intel CEO Pat Gelsinger after the chipmaker's strong quarter. Masimo CEO Joe Kiani on his company's patent fight with Apple over watches. Andrew Borene, Flashpoint National Security Solutions Executive Director, walks us through the latest developments in the Middle East. NerdWallet recorded its best day ever, jumping 40% on earnings. CEO Tim Chen talks the company's position.

Intel CEO Pat Gelsinger speaks with Bloomberg's Caroline Hyde and Ed Ludlow about their third quarter earnings, beating analysts expectations and provided an outlook for the fourth quarter, implying revenue growth for the first time in nearly three years.See omnystudio.com/listener for privacy information.

Stocks closed lower but off the worst levels of the day as investors await Wednesday's Fed decision. Adam Crisafulli from Vital Knowledge and Nancy Davis from Quadratic Capital discuss the market set-up and the pop in yields. Early Instacart investor and Y Combinator CEO Garry Tan talks about the company's first day of trading and what other names are in the pipeline. Intel CEO Pat Gelsinger talks about the company's latest AI efforts from the sidelines of the Intel Innovation summit. Dan Pickering from Pickering Energy Partners discusses oil's steady rise. Plus the latest on Amazon, Alphabet, and Rocket Lab's failed launch.

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

Bloomberg's Ed Ludlow sits down for an interview with Intel CEO Pat Gelsinger as the company soars after strong earnings. Affirm CEO Max Levchin discusses his buy now, pay later company and his thoughts on Elon Musk's X company. Plus, a preview of Apple, Amazon and Qualcomm earnings. See omnystudio.com/listener for privacy information.

Stocks surging to close out the week as the Dow posts its best month since January. Intel CEO Pat Gelsinger discusses the chipmaker's latest earnings and the outlook for chip demand. Former FDIC Chair Sheila Bair reacts to the FEd's latest data on bank balance sheets. The Production Board CEO David Friedberg discusses how fears over banks is impacting the credit environment. And Cowen's Shaul Eyal on the cybersecurity stocks that could be the big winners from more industry consolidation.

Bloomberg's Caroline Hyde and Ed Ludlow bring us full coverage of tech earnings from Snapchat to Amazon to Pinterest. Plus, a conversation with Intel CEO Pat Gelsinger as the company projects a return to free cash flow. See omnystudio.com/listener for privacy information.

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

Our anchors begin today's show with Intel CEO Pat Gelsinger as shares of the chipmaker plunge following a Q4 earnings miss. Then Bernstein Managing Director Stacy Rasgon offers his perspective on Intel's quarter, and KKM Financial CEO Jeff Kilburg shares his outlook for Tesla. Later, our team covers Salesforce confirming plans to add three new board members, and RBC Managing Director Brad Erickson previews next week's earnings from Meta, Alphabet and Amazon.

Our anchors begin today's show with CNBC's Steve Kovach breaking down Apple's latest earnings beat, and our Julia Boorstin joins with insight as Elon Musk takes over Twitter. Then, Intel CEO Pat Gelsinger breaks down the chipmaker's Q3 results and perspective on the broader sector, and Needham analyst Laura Martin shares her thoughts on opportunities in big tech. Later, we take a second look at Apple's quarter with Bank of America analyst Wamsi Mohan, and CNBC's Diana Olick reports on tech firms cutting costs by leasing less real estate.

Global semiconductor companies are grappling with economic turmoil and steep global competition. Can the federal Chips Act and a push for domestic production in the U.S. help? Intel CEO Pat Gelsinger speaks with WSJ editor Thorold Barker at The Wall Street Journal's Tech Live conference. Zoe Thomas hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Ohio, Intel is breaking ground at the sites of its two new semiconductor factories, marking a major shift in American manufacturing. Intel CEO Pat Gelsinger discusses the pivotal moment for the US chip industry, and why the factories in America's heartland will boost national security. As the markets await Fed Chair Jay Powell's next announcement later this month, Becky Quick, Joe Kernen, Andrew Ross Sorkin, and Steve Liesman break down the Fed's aggressive policies to combat inflation, under Powell and his predecessors. In an extended interview, former Vice Chair of the Federal Reserve Richard Clarida discusses his own role in the Fed's legacy, the likelihood of imminent recession, and whether the markets should believe in the Fed. Plus, Britain's longest-serving monarch has died at age 96. We remember the historic reign of Queen Elizabeth II and her seven decades of leadership with former Hearst executive Joanna Coles.  In this episode: Joanna Coles , @JoannaColesPat Gelsinger, @PGelsingerBecky Quick @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinSteve Liesman, @SteveLiesmanKristina Partsinevelos, @KristinaPartsKatie Kramer: @Kramer_Katie

Our anchors kick off this Friday morning breaking down Amazon and Apple's strong results. Then, Intel CEO Pat Gelsinger joins in a first on CNBC interview to discuss the chipmaker's lackluster Q2. Also, CNBC's Julia Boorstin is here to cover why shares of Roku are falling off a cliff this morning. Later, we return to Amazon's quarter with UBS Analyst Lloyd Walmsley who raised his price target on the stock. Also, CNBC's Eunice Yoon reports on the health of Apple's business in China and Cowen Analyst Krish Sankar joins for more on the tech giant. Plus, we look ahead to another busy week of tech earnings.

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

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

Stock selling off on Wall Street following disappointing consumer confidence data. Satori Fund Founder Dan Niles says Nike's weak revenue guidance is a warning for investors and discusses why he sees more downside ahead for the market. Intel CEO Pat Gelsinger on today's tech sell off and whether inflation and recession fears are leading to a slowdown in semiconductor sales. Fmr. Treasury Secretary Jack Lew on whether he thinks the economy will avoid a recession. And Piper Sandler's Jeff Harte on whether investors should be buying beaten down bank stocks in this rising interest rate environment.

Hosts Guy Johnson and Alix Steel talk the latest from Davos, including hearing conversations with IMF Managing Director Kristalina Georgieva (with reaction from Bloomberg's David Powell), Credit Suisse CEO Thomas Gottstein, and Intel CEO Pat Gelsinger. Plus, they talk Broadcom with Bloomberg's Liana Baker.

According to a poll conducted by The Washington Post and ABC News between April 24-28, 94% of Americans were either “upset” or “concerned” about the impact of skyrocketing inflation. The FBI has conducted millions of warrantless searches of Americans' electronic data last year, U.S. intelligence officials acknowledged in a report released Friday. Nina Jankowicz is set to become the first head of the newly-announced Disinformation Governance Board — but video from just two years ago suggests that she was uncomfortable with the executive branch having that kind of power over free speech. Joe Biden considers canceling student loan debt, but experts are warning that the move would worsen inflation. Intel CEO Pat Gelsinger has warned that the semiconductor shortage will last until 2024. Chief Corporate Affairs Officer Geoff Morrell – a Disney public relations executive - is leaving the beleaguered company after just three months.My Patriot Supply: https://mypatriotsupply.com/?rfsn=4146636.103ca0  Blue Coolers: https://shareasale.com/u.cfm?d=669629&m=83450&u=2425692&afftrack= Pre-Order The Woking Dead: How Society's Vogue Virus Destroys Our Culture: https://www.amazon.com/Woking-Dead-Societys-Destroys-Culture/dp/1637583680/ref=sr_1_1?crid=2IMZL8JRKL6B9&keywords=aj+rice%2C+post+hill&qid=1645080317&s=books&sprefix=AJ+Rice%2Cstripbooks%2C152&sr=1-1 

According to a poll conducted by The Washington Post and ABC News between April 24-28, 94% of Americans were either “upset” or “concerned” about the impact of skyrocketing inflation. The FBI has conducted millions of warrantless searches of Americans' electronic data last year, U.S. intelligence officials acknowledged in a report released Friday. Nina Jankowicz is set to become the first head of the newly-announced Disinformation Governance Board — but video from just two years ago suggests that she was uncomfortable with the executive branch having that kind of power over free speech. Joe Biden considers canceling student loan debt, but experts are warning that the move would worsen inflation. Intel CEO Pat Gelsinger has warned that the semiconductor shortage will last until 2024. Chief Corporate Affairs Officer Geoff Morrell – a Disney public relations executive - is leaving the beleaguered company after just three months. My Patriot Supply: https://mypatriotsupply.com/?rfsn=4146636.103ca0   Blue Coolers: https://shareasale.com/u.cfm?d=669629&m=83450&u=2425692&afftrack=  Pre-Order The Woking Dead: How Society's Vogue Virus Destroys Our Culture: https://www.amazon.com/Woking-Dead-Societys-Destroys-Culture/dp/1637583680/ref=sr_1_1?crid=2IMZL8JRKL6B9&keywords=aj+rice%2C+post+hill&qid=1645080317&s=books&sprefix=AJ+Rice%2Cstripbooks%2C152&sr=1-1 

Our anchors begin today's show with Intel CEO Pat Gelsinger breaking down the chipmaker's latest earnings, and Snap CEO Evan Spiegel joins for an exclusive conversation following the social media firm's annual Partner Summit. Then, CNBC's Dom Chu looks at Amazon from a valuation perspective after the e-commerce giant posted earnings that missed the Street's expectations. Later, our Julia Boorstin shares highlights from her exclusive interview with streaming platform Roku CEO Anthony Wood, and CNBC's Steve Kovach weighs in on Apple's quarterly results.

This week we discuss Dagger's Launch, Employee Tacking and Executive Compensation. Plus, some thoughts on beans and broccoli… Register here to be invited to future Software Defined Meetups (https://docs.google.com/forms/d/1HabWg2nxKf2-qAavMSihlHbACjpr-qVDJFeBTKAJZJQ/edit) Rundown Dagger Introducing Dagger: a new way to create CI/CD pipelines (https://dagger.io/blog/public-launch-announcement) Docker founder Solomon Hykes launches Dagger, a new DevOps startup (https://techcrunch.com/2022/03/30/docker-founder-launches-dagger-a-new-devops-platform/) CUE (https://cuelang.org/) Intel CEO Pat Gelsinger earned $178.6M in 2021 (https://twitter.com/Techmeme/status/1509472069804716034) Goldman Sachs is tracking ID swipes so it can crack down on employees who are breaking its return-to-office rules. Here's what happens to those who don't show up enough. (https://www.businessinsider.com/goldman-sachs-is-tracking-swipes-to-get-people-back-rto-2022-3) Relevant to your Interests On Postgres Container Apps. Behold Smooshing: database meet app platform, app platform meet database. (https://redmonk.com/jgovernor/2022/03/31/on-postgres-container-apps-behold-smooshing-database-meet-app-platform-app-platform-meet-database/) Update on “reader” app distribution (https://developer.apple.com/news/?id=grjqafts) Why Apple Is Preparing to Let You Subscribe to Your iPhone (https://www.bloomberg.com/news/newsletters/2022-04-03/will-i-be-able-to-subscribe-to-my-apple-aapl-iphone-and-pay-monthly-l1jc5o3e) Tinybird adds $37 million to run realtime analytics APIs for you (https://techcrunch.com/2022/04/05/tinybird-adds-37-million-to-run-realtime-analytics-apis-for-you/?tpcc=tcplustwitter&guccounter=1&guce_referrer=aHR0cHM6Ly90LmNvLw&guce_referrer_sig=AQAAAM6DbR0JNAhQ2Rv4GtlcllLuggWg2oYNbvCCwzAQ8XySmAM6W8JsJB5QZFYKELlABHfhkjv-SXS4YetXpmgIp0y1MfitJPfDZEwy3yW172Lvu51o_ReSpNixBd1ugWwg-mdixhwkw4i1WM1j8axSwYiOVI4XQrjGNhcjV4xjRcUS) Skillsoft and Codecademy: Equipping today's workforce with the skills for tomorrow (https://www.skillsoft.com/blog/skillsoft-and-codecademy-equipping-todays-workforce-with-the-skills-for-tomorrow) A guide to pronouncing names of global tech companies (https://restofworld.org/2022/global-tech-company-pronunciation-guide/) Google now requires two staff to sign off each Go change (https://www.theregister.com/2022/04/05/google_go_double_sign_off/) Scaling Kubernetes to Over 4k Nodes and 200k Pods (https://medium.com/paypal-tech/scaling-kubernetes-to-over-4k-nodes-and-200k-pods-29988fad6ed) Grafana Labs announces $240 million Series D round led by GIC and welcomes new investor (https://grafana.com/blog/2022/04/06/grafana-labs-series-d/?mdm=social) Microsoft is integrating its Windows 365 Cloud PCs into Windows 11 (https://www.theverge.com/2022/4/5/23011183/microsoft-windows-365-11-integration-cloud-pcs-features?scrolla=5eb6d68b7fedc32c19ef33b4&stream=top) $120M to build a "checkout" button (https://twitter.com/carnage4life/status/1511420421937065984?s=21&t=RAHpnj-JXcBF2yfYUbjNaA) Google Cloud cross-platform data storage engine, BigLake (https://techcrunch.com/2022/04/05/google-cloud-launches-biglake-a-new-cross-platform-data-storage-engine/) Announcing the next generation of Amazon Honeycode (https://honeycodecommunity.aws/t/announcing-the-next-generation-of-amazon-honeycode/16941) Boeing taps Amazon, Microsoft, Google for cloud mega-deal (https://seekingalpha.com/news/3821095-boeing-taps-amazon-microsoft-google-for-cloud-mega-deal-bloomberg) Facebook owner Meta targets virtual currency market with ‘Zuck Bucks' (https://www.ft.com/content/50fbe9ba-32c8-4caf-a34e-234031019371) The first RISC-V portable computer is now available (https://lunduke.substack.com/p/the-first-risc-v-portable-computer) Stanford engineers invent a solar panel that generates electricity at night (https://interestingengineering.com/stanford-solar-panel-night) Global Unicorn Club (https://twitter.com/Brice2B/status/1511593493206077440) IBM 'misclassified' mainframe sales to enrich executives (https://www.theregister.com/2022/04/07/ibm_securities_lawsuit/?td=rt-3a) Warren Buffett's Berkshire Hathaway disclosed late on Wednesday that it had purchased a stake in computer and printer maker HP Inc worth $4.2bn (https://on.ft.com/3r7tuPQ) Ubuntu 22.04 LTS Ready With Mesa 22.0, Early Intel Arc Graphics Enabled & Amber Added (https://www.phoronix.com/scan.php?page=news_item&px=Ubuntu-22.04-Mesa-22.0) PaaS is back: Why enterprises keep trying to resurrect self-service developer platforms (https://www.techrepublic.com/article/paas-is-back-enterprises-self-service-dev-platforms/) We Don't Talk about PaaS - Coté's Commonplace Book - Issue #59 (https://www.getrevue.co/profile/cote/issues/we-don-t-talk-about-paas-cote-s-commonplace-book-issue-59-970679?via=twitter-card&client=DesktopWeb&element=issue-card) Elon Musk is the new Product Manger of Twitter. (http://Elon> Musk just took a 9.2% stake in Twitter — what may happen next) Twitter plans edit button, says Elon Musk's poll had nothing to do with it (https://arstechnica.com/tech-policy/2022/04/twitter-plans-edit-button-says-elon-musks-poll-had-nothing-to-do-with-it/) Announcing AWS Lambda Function URLs: Built-in HTTPS Endpoints for Single-Function Microservices (https://aws.amazon.com/blogs/aws/announcing-aws-lambda-function-urls-built-in-https-endpoints-for-single-function-microservices/) Why AMD Spent $1.9B for Pensando's DPU Biz (https://www.sdxcentral.com/articles/news/why-amd-spent-1-9b-for-pensandos-dpu-biz/2022/04/) Microsoft Azure vaults into the Arm server era with chips from Ampere (https://www.protocol.com/bulletins/microsoft-azure-arm-chips-ampere) Nonsense I Gave My Goldfish $50,000 to Trade Stocks (https://youtu.be/USKD3vPD6ZA) 300 Drones Formed a QR Code That Rick Rolled Dallas on April Fools' Day (https://www.dallasobserver.com/music/dallas-got-rick-rolled-with-a-giant-qr-code-on-april-fools-day-13716928) Comic Helvetic, an Unholy Combo of Comic Sans and Helvetica (https://kottke.org/22/04/comic-helvetic-comic-sans-and-helvetica) Footage of Jay Leno Hosting Windows 95 Launch Event Surfaces Online (https://www.vice.com/en/article/v7d87a/footage-of-jay-leno-hosting-windows-95-launch-event-surfaces-online) American Airlines Restarts Philadelphia Regional Routes With Landline Buses (https://airlineweekly.com/2022/04/american-airlines-restarts-philadelphia-regional-routes-with-landline-buses/) Listener Feedback Magnificent app which corrects your previous console command (https://github.com/nvbn/thefuck) Unity hiring: Senior Strategic Business Development @ Austin, TX, USA (https://careers.unity.com/position/senior-strategic-business-development/3969930) Brain Gracely wants you to join Solo.io in Tech Marketing. (https://twitter.com/bgracely/status/1511357915411750916?s=20&t=Ahsx4cjGziDZ4JQPYWQI2g) Happy Birthday Day to Matt Ray (https://twitter.com/nikiacosta/status/1508084723859533831?s=21&t=sMrz86c8vkj7Ja3mY_tOcQ). Sponsors Traceroute — The Podcast for digital pioneers: https://origins.dev/ Drata — Put Security and Compliance on Autopilot: https://drata.com/partner/SDT Conferences THAT Conference comes to Texas (https://that.us/events/tx/2022/), May 23-26, 2022 Discount Codes: Everything Ticket ($75 off): SDTFriends75 3 Day Camper Ticket ($50 off): SDTFriends50 Virtual Ticket ($75 off): SDTFriendsON75 DevOps Days Birmingham AL, (https://www.papercall.io/devopsdays-2022-birmingham-al), April 18 & 19th, 2022 Spring Tour Chicago (https://tanzu.vmware.com/developer/springone-tour/2022/chicago/), April 26th to 27th. DevOpsDays Austin 2022 (https://devopsdays.org/events/2022-austin/welcome/), May 4 - 5, 2022 DevOpsDays Chicago 2022: (https://sessionize.com/devopsdays-chicago-2022/), May 10 & 11th, 2022 MongoDB World 2022 (https://www.mongodb.com/world-2022), June 7-9th, 2022 Splunk's ,conf (http://Splunk's> ,conf June 13-16, 2022), June 13-16, 2022 THAT Conference Wisconsin (https://that.us/call-for-counselors/wi/2022/), July 25, 2022 VMware Explore 2022, August 29 – September 1, 2022 (https://www.vmware.com/explore.html?src=so_623a10693ceb7&cid=7012H000001Kb0hQAC) SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022. SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, (https://leanpub.com/digitalwtf/c/sdt) Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Coté: Cojonudos Espárragos (https://epulumfood.com/conservas/736-esparragos-cojonudos-de-navarra-1316-gruesos-denominacion-de-origen-protegida-el-navarrico-100-natural-8413239002585.html). Matt: Look at Them Beans - Johnny Cash Murder on the Orient Express (https://amzn.to/3JihaT9) (book, not the movie) Brandon: ****Yasso Bars (https://yasso.com/collections/greek-yogurt-bars) Photo Credits Header (https://unsplash.com/photos/phEaeqe555M) Levels Art (https://unsplash.com/photos/gpiKdZmDQig)

On the occasion of Intel's analyst day and the 1st anniversary of Intel CEO Pat Gelsinger, Shahin and Doug discuss the global recognition of chips as engines of economic growth, supply issues, and the competitive landscape. [audio mp3="http://orionx.net/wp-content/uploads/2022/02/013@HPCpodcast_Intel-Analyst-Day_20220222.mp3"][/audio] The post @HPCpodcast-13: Intel, AMD, Nvidia appeared first on OrionX.net.

In this episode of Making Markets, Intel CEO Pat Gelsinger shares the company's aggressive plans to capitalize on the growing demand for semiconductors to build the next wave of growth and technology leadership for Intel. From macroeconomics and policy to process leadership and innovation, we cover a wide spectrum of Intel's strategy, plans, and vision, shared during the same week as the company's annual investor day event and their announcement of the $5.4 billion acquisition of Tower Semiconductor.

One day after the Dow's worst performance of the year, Carl Quintanilla, Jim Cramer and David Faber drilled down on a volatile week for stocks as Russia-Ukraine tensions remain front and center. Roku also in the spotlight after its shares plummeted on weaker-than-expected revenue and guidance -- adding to a rough week for so-called TMT stocks (technology, media and telecom) including DraftKings, Palantir and Roblox. Cramer explains why he thinks now is the time to buy Facebook parent Meta Platforms. Separately, new data show that Meta has fallen off the list of the world's ten most valuable companies. Also in focus: ARK Invest CEO Cathie Wood tells CNBC that her Innovation ETF is "very undervalued," venture capitalist Chamath Palihapitiya steps down as Virgin Galactic chairman, why SPACs are continuing to tumble, and Intel CEO Pat Gelsinger tells analysts that the chipmaker can become the "next great growth story." Is he right?

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

While Intel's 20 billion dollar investment in two new semiconductor factories in Central Ohio is a huge win for the Buckeye state; it is also a huge win for America. Listen now, to hear from President Biden, and US Commerce Secretary Gina Raimondo, who explain why will not only help ease the chip shortage that has caused manufacturing supply chain disruptions, but will also help protect our national security. You will also hear from Intel CEO Pat Gelsinger, Ohio Governor Mike DeWine, Ohio State University President, Christina Johnson, and more, about how this massive new project will unfold over the next three years, and about the renewed prosperity and hope it can bring to a state that has seen thousands of good paying, high-tech manufacturing jobs moved to places like China and Korea over the past 40 years. If Intel's overall vision is fulfilled; they say their initial $20 billion dollar investment could swell to more than $100 billion dollars over the next decade. But, that depends to a large degree, on new federal legislation that would provide $52 billion dollars to the semiconductor industry, in the form of direct funding and tax incentives. That, officials say, could potentially spur other companies to follow suit in "re-shoring" manufacturing jobs that can help rebuild the US economy not from the top down, as has been the focus since the Reagan era; but instead; from the bottom up, by rebuilding the fortunes of American workers.

While Intel's 20 billion dollar investment in two new semiconductor factories in Central Ohio is a huge win for the Buckeye state; it is also a huge win for America. Listen now, to hear from President Biden, and US Commerce Secretary Gina Raimondo, who explain why will not only help ease the chip shortage that has caused manufacturing supply chain disruptions, but will also help protect our national security. You will also hear from Intel CEO Pat Gelsinger, Ohio Governor Mike DeWine, Ohio State University President, Christina Johnson, and more, about how this massive new project will unfold over the next three years, and about the renewed prosperity and hope it can bring to a state that has seen thousands of good paying, high-tech manufacturing jobs moved to places like China and Korea over the past 40 years. If Intel's overall vision is fulfilled; they say their initial $20 billion dollar investment could swell to more than $100 billion dollars over the next decade. But, that depends to a large degree, on new federal legislation that would provide $52 billion dollars to the semiconductor industry, in the form of direct funding and tax incentives. That, officials say, could potentially spur other companies to follow suit in "re-shoring" manufacturing jobs that can help rebuild the US economy not from the top down, as has been the focus since the Reagan era; but instead; from the bottom up, by rebuilding the fortunes of American workers.

Our anchors start today's show joined by Intel CEO Pat Gelsinger in a first-on interview after the chipmaker posted earnings yesterday. Then, CNBC's Andrew Ross Sorkin reports on Softbank COO Marcelo Claure's plans to step down, and CNBC's Mike Santoli breaks down the tech stock rally and the volatility hitting the sector. Next, Guggenheim Managing Director of Automotive Research Ali Faghri discusses Tesla's latest quarterly results, and Bank of America analyst Wamsi Mohan previews Apple's earnings before the tech giant reports after the bell. Our Julia Boorstin also covers investor Bill Ackman's hedge fund Pershing Square buying more than 3.1 million shares of Netflix. Later, CNBC's Yasmin Khorram recaps comments from her exclusive interview on big tech regulation with California Governor Gavin Newsom.

Our anchors start today's show covering shares of streaming giant Netflix plunging after reporting Q4 results and interactive fitness company Peloton temporarily halting production of key bikes and treadmills, with insight from Verge Editor-in-Chief Nilay Patel. Then, CNBC's Mike Santoli reports on the deepening sell-off, and our Jon Fortt recaps his earlier interview with Intel CEO Pat Gelsinger as the chipmaker announces a series of new plants in Ohio. Next, MoffettNathanson Founding Partner Michael Nathanson visits after cutting his price target on Netflix, and lodging platform Airbnb Co-Founder and CEO Brian Chesky joins as he kicks off his plan to live in Airbnb rentals for the coming weeks. Later, our anchors break down the amount big tech names including Meta, Amazon and Microsoft spent on lobbying in 2021.

Carl Quintanilla, Jim Cramer and David Faber began the show with a look at the markets extending yesterday's rally, with the Dow coming off its best performance in 9 months. Among the leaders was Apple, notching a new record-high as Morgan Stanley analyst Katy Huberty boosted her price target to $200. Another big mover in the tech sector was Intel, after announcing plans to take its self-driving car unit Mobileye public in the U.S. next year. The anchors spoke exclusively with Intel CEO Pat Gelsinger, with the new company targeting an IPO valuation upwards of $50 billion. Also in the mix: American Airlines CEO Doug Parker announced he will retire next March, after more than 20 years at the helm. He will be succeeded by the carrier's president, Robert Isom.

Moore's Law is a theory about the availability of transistors on integrated circuits. In 1965, Intel co-founder Gordon Moore observed that the number of transistors per square inch on an integrated circuit had doubled each year since its invention. Moore predicted that this trend would continue until the mid-2020s. The process of adding transistors involves shrinking the relative size of each transistor by half to create room rather than increasing the size of the circuit itself. This is why computer engineers have been able to create devices over time that are simultaneously smaller and more powerful than their predecessors. Join me where we'll talk about Moore's Law and why I believe it's possible to achieve, BUT it's no longer about grit, tenacity and hard work. The time is calling for a level up of mindset, attitude, values and practices, which is what I believe is needed everywhere for companies to succeed. I'll be discussing what needs to change for an organization like Intel / CEO Pat Gelsinger to achieve this feat. For reference to this conversation, click here: https://www.cnet.com/tech/computing/intel-will-outpace-moores-law-ceo-pat-gelsinger-says/?fbclid=IwAR21hhRGpvkqe0rja5f0rN6CgGnLq4dgE0dDVZncvQ4qDbx3uhMg2SzydWI Connect with me! Facebook: https://www.facebook.com/robyn.mckay/ LinkedIN: https://www.linkedin.com/in/robynmckay1/

This week: Pro MacBook Pro Vs. the Intel MacBook Pro—battle of the benchmarks! And the performance differences are absolutely INSANE. Plus: our hands-on review of AirPods 3, and Apple is perfectly poised to release and actual Apple Television. Get 2 episodes of CultCast Off Topic each and every week for just $6! Off Topic is a new weekly variety show hosted by Erfon Elijah and friends, dedicated to tech, gaming, culture, and more. Join Cult Support, good friend! This episode supported by Easily create a beautiful website all by yourself, at Squarespace.com/cultcast. Use offer code CultCast at checkout to get 10% off your first purchase of a website or domain. Cult of Mac's watch store is full of beautiful straps that cost way less than Apple's. See the full curated collection at Store.Cultofmac.com CultCloth will keep your iPhone 12, Apple Watch, iPad, glasses and lenses sparkling clean, and for a limited time use code CULTCAST at checkout to score a free CarryCloth with any order at CultCloth.co. Join us in the CultClub! discord.gg/BrKdnSK On the show this week @erfon / @lkahney / @lewiswallace 2021 MacBook Pro review roundup: Just what we hoped for The first reviews of the 2021 MacBook Pro just dropped, and they're generally quite positive. There's praise for the mini-LED display, the return of useful ports, and the sheer power of Apple's new M1 Pro and M1 Max chips. New MacBook Pros prove surprisingly good at gaming Apple's M1 Pro and M1 Max processors in the new MacBook Pro offer powerful graphic performance. That's intended for artists rendering video and other professional tasks, but tests show that it translates to excellent gaming performance. Intel CEO: My job is to win Apple back Intel CEO Pat Gelsinger says the ball is in the chip giant's court to win back lost business from the Mac making Apple. Win a sleek Satechi Trio Wireless Charging Pad [Cult of Mac giveaway] Hands-on: AirPods 3 sound great thanks to lots of trickle-down tech [Review] The new AirPods 3 are marvelous little earbuds. They sound fantastic, are dead easy to set up and use, and the wireless charging case is a godsend. Amazon TVs to Support AirPlay 2 and HomeKit Amazon's Omni and 4-Series Omni TVs launch today, featuring 4K HDR, voice controls with Amazon Alexa, and close integration with the Fire TV user experience. Upon the launch of the new TVs, Amazon today announced that it plans to add support for AirPlay 2 and HomeKit "soon." The Iconic Pillow Collection 2 by Throwboy  

Our anchors start off the morning with CNBC's Mike Santoli on mega-cap tech versus growth stocks. We also cover high-growth tech taking a step back with names like Twilio and eBay dropping after earnings. Plus, GlobalFoundries CEO Thomas Caulfield joins as the company makes its debut on the Nasdaq today. Also, CNBC's Kate Rooney is here to cover Senator Toomey's bill to protect revenue from payment for order flow. Then, we hear exclusively from Intel CEO Pat Gelsinger on his forward-looking plan for the company as well as his journey to becoming CEO. Later, Bank of America Analyst Wamsi Mohan is here to talk Apple ahead of the company's earnings report slated for after the bell today.

Our anchors start off this Friday morning with Snap stumbling post-earnings in large part due the impact of Apple's new privacy changes on the company. We also cover Intel's stock slide after its latest earnings report. Then, Wedgewood Partners CIO David Rolfe joins to discuss the social media space as well as share his take on PayPal's potential acquisition of Pinterest. Next, Intel CEO Pat Gelsinger joins us in a first on CNBC interview to discuss the company's quarterly performance. Later, Evercore ISI Head of Internet Research Mark Mahaney is here for more on Snap and social media's stumble today. Then, CNBC's Ylan Mui joins with the story on the Consumer Financial Protection Bureau taking on Big Tech. And also, The New Yorker Contributor Charles Duhigg joins to discuss Robinhood and gamification ahead of the company's earnings next week.

As the global economy continues its recovery from the COVID-19 pandemic, the worldwide shortage of computer chips continues to be a looming challenge for the automobile industry and other sectors. Intel CEO Pat Gelsinger joins technology policy reporter Cat Zakrzewski to address the future of the semiconductor industry, the digital acceleration during the pandemic and how America can maintain its technological leadership.

With stocks aiming for a fourth straight day of gains after Monday's sell-off, Jim Cramer and Scott Wapner explored market reaction to lots of earnings news, especially in tech: Intel shares under pressure after issuing the company's forecast overshadowed better-than expected quarterly results, with the chipmaker saying the global semiconductor shortage could last well into 2023. The anchors compared the Dow component to rival chipmakers Nvidia and AMD -- and reacted to what Intel CEO Pat Gelsinger told CNBC about trying to overcome supply constraints. On the social media front, Snap shares posting a double-digit gain and Twitter also up sharply in reaction to upbeat quarterly results and guidance. The anchors highlighted the advertising revenue growth benefiting both Snap and Twitter -- and looked at what's at stake for big tech companies due out with earnings next week. Jim and Scott also took a closer look at why the markets are shrugging off warnings from the CDC about rising cases and deaths due to the COVID-19 Delta Variant. Also in focus: American Express' earnings beat helped by increased travel spending, Honeywell shares fall despite better-than-expected results and raised guidance, General Motors issuing a second recall of its Chevy Bolt electric vehicle due to fire risks, and Boston Beer -- home of the Samuel Adams brand -- tumbles after cutting its full-year outlook.

(0:30) - After stocks sold off to begin the week, markets saw three straight days of gains (mostly), which continued into Friday with the ongoing rally seeing the S&P 500 cross 4,400 for the first time. The guys discuss how volatility is simply part of investing, and how companies are seeing positive earnings even in the face of inflation. (13:15) - Intel CEO Pat Gelsinger lamented his company's flat earnings, and added that the global semiconductor shortage could potentially stretch in 2023. How will Intel fare if the chip shortage does extend further than once thought?(23:30) - According to a research firm, total vehicle sales were up 29% for the first half of 2021. Among this surge in sales was a rise in electric vehicle purchases, which seem to be garnering more overall interest as car-makers expand into the EV space.(35:37) - Yesterday, the Massachusetts House passed a bill that would legalize sports betting. While this sounds promising, the House also passed a similar bill last year which did not pass the MA senate. Are we headed down the same path this year?

Our anchors kick off this Friday morning with all the details on Intel, Snap and Twitter earnings reported after the bell yesterday. Then, RiverPark Funds Co-CIO Mitch Rubin is here to further discuss social media stocks. Next, CNBC's Eunice Yoon covers the developing story on China's crackdown on ed-tech with related stocks plummeting over 50 percent today. Plus, we hear from Intel CEO Pat Gelsinger on the quarter, the chip shortage and much more. We also have “Platformer” Editor Casey Newton join to discuss Mark and the metaverse after Newton's recent interview with Mark Zuckerberg. Later, we have the story on delivery startup Gopuff set to close a $1 billion funding round valuing the company at $15 billion. And also, CNBC's Phil LeBeau joins to interview Magna International CEO Swamy Kotagiri on the company's recent acquisition of driver assistance supplier Veoneer.

Carl Quintanilla, David Faber and Mike Santoli kicked off the first trading day of June with a look at the reopening trade getting stocks off to an upbeat start after a mixed month of May. AMC Entertainment shares received a major boost, soaring on the announcement of a new stock sale. The anchors discussed that development and the future for so-called "meme stocks" with two Wall Street analysts, one of which reiterated its "sell” rating on AMC. Infrastructure negotiations also in the spotlight, as the White House sets a June 7 deadline for GOP lawmakers to reach a deal. Carl, Jim and Mike also reacted to Elon Musk tweeting that Tesla vehicle prices are rising due to supply chain pressures, plus Intel CEO Pat Gelsinger telling a conference in Taipei that he thinks recovery from the chip shortage could take several years. Also in focus: SoFi begins trading on the Nasdaq after combining with Chamath Palihapitiya's "Social Capital Hedosophia V" SPAC, Cloudera agrees to be taken private by KKR and Clayton, Dubilier & Rice in a $5.3-billion, deal, and what to expect from Zoom Video's quarterly results due out after the bell.

Carl Quintanilla, Jim Cramer and David Faber began the show by discussing what Berkshire Hathaway Chairman & CEO Warren Buffett and Vice Chairman Charlie Munger said at their company's annual shareholder meeting over the weekend -- from bitcoin and stocks such as Apple to inflation and climate change. Buffett and Munger had some harsh words for SPACs and trading platform Robinhood: Buffett called SPACs a "killer" and criticized Robinhood of catering to the gambling instincts of investors. Robinhood put out a statement slamming Buffett's comments. You'll want to hear the anchors' reaction to Buffett's remarks and whether or not they agree with the "Oracle of Omaha." Verizon making news on the M&A front, confirming it has agreed to sell media assets including Yahoo and AOL to private equity firm Apollo Global Management for $5-billion. The anchors also looked at what to expect from the markets in May following a strong April for stocks. Also in focus: Intel CEO Pat Gelsinger's comments to "60 Minutes" about the chip shortage, plus Charlie Munger sounding off about tax hikes in states such as California -- "I do think it is stupid for states to drive out their wealthiest citizens."

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

It’s been a wild week on the tape so far – Today the Dow closed down 321 points and Jim Cramer’s here to help you navigate the market’s biggest moves. Then, Nestlé posted a big rise in quarterly sales – what helped drive the action? Cramer’s talking to CEO Mark Schneider to find out. Then, Cramer’s getting insight into the toy industry with Mattel’s top brass Ynon Kreiz fresh off earnings to hear more about the quarter and the company’s outlook. Plus, Intel CEO Pat Gelsinger joins Cramer after his first quarterly earnings report as CEO.

CNBC's TechCheck launches! BIG DAY, BIG NAMES IN TECH, BIG NEWS. CNBC's Carl Quintanilla, Jon Fortt, Deirdre Bosa and Julia Boorstin talk to the powerhouses behind the BIG 3: Intel, Uber, and LinkedIn. Intel CEO Pat Gelsinger weighs in on the global chip shortage. Uber CEO Dara Khosrowshahi discusses March being the best month for gross bookings in the company's history. And LinkedIn Co-founder and CEO Reid Hoffman talks about crypto's massive rise, his NFT investments and shares his thoughts on Georgia's new voting laws.

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