Podcasts about Lam Research

Hoy en Capital Intereconomía hablamos sobre el mercado y el analista Miguel Méndez nos cuenta que: “Esta semana, mercados pendientes del dato de empleo que se va a publicar el viernes. Las estimaciones de las nóminas no agrícolas son bastante moderadas, están en 130.000, con una tasa de desempleo del 4,2%”. Mientras tanto, el dato de empleo de ADP actúa como anticipo, en un contexto en el que, según el analista, “los mercados están en stand by” y podrían estar consolidando para un nuevo tramo alcista, especialmente en Estados Unidos. Méndez advierte sobre la evolución de los credit default swaps en EE.UU, que aunque están pasando desapercibidos en los medios, podrían ser señal de futuras tensiones en los mercados de deuda. “Es el termómetro que, en un momento determinado, puede desencadenar una crisis de deuda que lleve a las bolsas a pegarse otro batacazo”, afirmó. También destacó cómo el mercado se ha inmunizado a las decisiones del expresidente Donald Trump, como la reciente duplicación de aranceles al acero, sin grandes reacciones bursátiles. No obstante, considera que por ahora, “todo está bajo control” y Trump ya piensa en las elecciones midterm del próximo año. Según Miguel Méndez, las bolsas van a seguir subiendo, destacando al sector tecnológico estadounidense, con valores como Nvidia, Lam Research, Analog Devices o Broadcom. Presentan buenas perspectivas esta semana y señala a Arista Networks y Marvell Technology como opciones buenas de corto plazo.En cuanto al mercado español, Méndez pone el foco en Acciona y afirma que, “continúa con un movimiento superalcista”. El analista menciona que está empezando a fijarse en Solaria, aunque advirtió que hasta que no supere los 10 no se puede confirmar un cambio definitivo de tendencia.

Lam Research just dropped earnings—and surprise: tariffs aren't the monster we thought! From a booming service business to record-level margins, Lam's still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formGet 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed President Esther George weighs in on the Beige Book and Fed Chair Powell's latest moves. 

US President Trump said the Fed should lower interest rates and would like the Fed chair to be early or on time, adds no intention of firing the Fed chair and wants Powell to be more active on rates.European bourses move higher as US Treasury Secretary Bessent and the latest Trump comments on Powell boost sentiment; TSLA +6.3% in pre-market trade after Musk signals stepping back from DOGE following dismal earnings.USD mixed vs. peers with Antipodeans leading given the positive risk tone.US and German paper diverges on account of trade updates and Trump comments on Powell.Industrial commodities higher on optimism, spot gold unwinds risk premium.Looking ahead, highlights include US PMIs, IMF/World Bank Spring Meeting, Speakers including BoE's Bailey & Breeden, ECB's Lane & Cipollone, Fed's Goolsbee, Musalem & Hammack, RBA's Bullock, Supply from the US.Earnings include, Boeing, AT&T, Vertiv, Phillip Morris, GE Vernova, Alaska Air, IBM, Chipotle, ServiceNow, Texas Instruments & Lam Research.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Anita Mehra, who retired in February as Microsoft's treasurer after a two-decade career at the company, joins NeuGroup founder and CEO Joseph Neu on the latest episode of NeuGroup's Strategic Finance Lab podcast.In the conversation, Ms. Mehra reflects on her journey, the role of treasury in driving business strategy and the importance of mentorship and inclusion. Before joining the corporate world, Ms. Mehra taught finance at the University of Wisconsin. In her first years in finance, she spent time at Lam Research and LSI Logic (now Broadcom), before joining Microsoft in 2005. Over the years, she played a key role in transforming treasury into a strategic function and advancing financial technology within the company.In the podcast, Ms. Mehra discusses how treasury's purpose has expanded beyond traditional risk management to actively supporting business growth. She also shares how technology—including AI—is changing finance and why human decision-making remains essential.

Repasamos el índice manufacturero de la FED de Filadelfia de febrero, Walmart, Alibaba, Palantir technologies y Lam Research. Con Rafael Damborenea, profesor de Finanzas en Eude Bussines School.

Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The semiconductor supply chain, new export restrictions to China, and an updated reverse DCF model discussion are also included.Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #LRCX #LamResearch #semiconductorstocks #lrcx #chips #investing #stocks #ai #chipstocks #stocks #investor #stockmarket#chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Lam ResearchPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.

En este episodio, desglosamos los eventos más relevantes que están impactando los mercados y sectores clave: Wall Street en pausa antes del CPI: Los mercados esperan el informe de inflación de enero, con el CPI proyectado en +2.9% Y/Y y el core CPI en +3.2% Y/Y. Analizamos cómo un dato inesperado podría cambiar las expectativas de recortes de tasas por parte de la Fed en 2025. Baidu responde a DeepSeek: $BIDU anuncia el lanzamiento de Ernie 5 en 2025 con capacidades multimodales, en un entorno de creciente competencia con $BABA y $BDNCE. Examinamos cómo China sigue desarrollando su ecosistema de IA a pesar de las restricciones de chips. Lam Research apuesta por India: $LRCX invertirá más de $1B en el país, alineándose con el plan gubernamental de incentivos de $10B. Junto con $NXPI, India se posiciona como un nuevo polo de inversión en semiconductores. Exploramos qué significa esto para la industria global. XPeng llega al Reino Unido: $XPEV inicia preventa del G6 en el mercado británico y planea abrir 20 concesionarios en 2025. Con presencia en 14 países europeos, analizamos cómo esta expansión fortalece su estrategia global en vehículos eléctricos. Acompáñanos para entender cómo estos desarrollos están moldeando los mercados financieros, la tecnología y la industria automotriz. ¡Un episodio lleno de análisis estratégico!

CancerNetwork, in a partnership with KidneyCAN, spoke with 2 genitourinary oncologists, Elizabeth P. Henske, MD, and Jason Muhitch, PhD, about how advocacy and funding through interdisciplinary collaboration between patient advocates, researchers, and physicians have resulted in numerous clinical breakthroughs in kidney cancer.  Henske is a professor of medicine at the Harvard Medical School, an associate member of the Broad Institute of MIT and Harvard, director of the Center for LAM Research and Clinical Care, and a physician at Brigham and Women's Hospital and Dana-Farber Cancer Institute. Muhitch is an associate professor of Oncology, co-chair of the Genitourinary Translational Research Group, deputy director of Graduate Studies, and a member of the Department of Immunology at Roswell Park Comprehensive Cancer Center at Roswell Park Comprehensive Cancer Center. First, the state of kidney cancer advocacy was discussed, with Muhitch emphasizing multidisciplinary collaboration and the role of conferences, such as the Kidney Cancer Research Summit (KCRS) and the International Kidney Cancer Symposium, in bringing these groups together. Henske emphasized the strength of the advocacy network for kidney cancer, particularly as a mechanism for exchanging information, offering patient support and education, and facilitating research. Next, funding was touched upon, with Henske expressing her interest in conveying the importance and urgency of kidney cancer research to Congress. Muhitch agreed, suggesting that the meetings with congressional offices offer opportunities to explain how funding can impact kidney cancer outcomes and scientist training, as well as the strength of patient advocacy in influencing Congress. Muhitch and Henske then discussed the Kidney Cancer Research Program, which has enabled significant increases in funding for kidney cancer research, helped to facilitate clinical breakthroughs for common kidney cancer types, and set a foundation for exploring different kidney cancer variants. The discussion then turned to encouraging research for renal cell carcinoma , which Muhitch expressed can be attributed to partnership award recipients who went on to conduct research evaluating biomarkers predictive of patient responses to immunotherapies.  Regarding additional funding mechanisms, Henske and Muhitch discussed numerous private foundations providing smaller research grants. Henske explained that these smaller grants are instrumental in taking the first steps to explore rarer kidney cancer subtypes, with Muhitch explaining that the earlier funding can formulate research that leads to greater funding from the Kidney Cancer Research Program. KidneyCAN is a nonprofit organization with a mission to accelerate cures for kidney cancer through education, advocacy, and research funding. Learn more about KidneyCAN's mission and work here.

Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt Die Sorge vor drakonischen Zöllen auf mexikanische und kanadische Importe kühlen vor dem Wochenende ab. Trump hatte am Mittwoch ein Gespräch mit Mexikos Präsidentin Claudia Sheinbaum, das von beiden Seiten als positiv beschrieben wurde. Laut der New York Times sprach Trump von einem wundervollen und produktiven Gespräch. Auch Kanada versichert den USA, dass man Schritte ergreifen wird, um die Grenzen besser zu kontrollieren, um Zölle abzuwenden. Bloomberg berichtet, dass Biden-Administration die Richtlinien für den Verkauf von Chips- und Maschinen zur Herstellung von Chips weniger stark verschärfen wird als befürchtet. Die Aktien von Applied Materials, ASML, Lam Research und KLA sollten profitieren. Ansonsten ist der Handelstag ruhig. Die Wall Street wird bereits um 19 Uhr MEZ ins Wochenende gehen. Die Aktien von Applied Therapeutics verlieren über 70 Prozent, nach dem die FDA-Gesundheitsbehörde die Zulassung eines neuen Medikaments abgelehnt hat.

Die Sorge vor drakonischen Zöllen auf mexikanische und kanadische Importe kühlen vor dem Wochenende ab. Trump hatte am Mittwoch ein Gespräch mit Mexikos Präsidentin Claudia Sheinbaum, das von beiden Seiten als positiv beschrieben wurde. Laut der New York Times sprach Trump von einem wundervollen und produktiven Gespräch. Auch Kanada versichert den USA, dass man Schritte ergreifen wird, um die Grenzen besser zu kontrollieren, um Zölle abzuwenden. Bloomberg berichtet, dass Biden-Administration die Richtlinien für den Verkauf von Chips- und Maschinen zur Herstellung von Chips weniger stark verschärfen wird als befürchtet. Die Aktien von Applied Materials, ASML, Lam Research und KLA sollten profitieren. Ansonsten ist der Handelstag ruhig. Die Wall Street wird bereits um 19 Uhr MEZ ins Wochenende gehen. Die Aktien von Applied Therapeutics verlieren über 70 Prozent, nach dem die FDA-Gesundheitsbehörde die Zulassung eines neuen Medikaments abgelehnt hat. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Send us a textOn September 30, 2024, Onto Innovation held the grand opening of its Packaging Applications Center of Excellence - or as it's being called, PACE. Françoise von Trapp attended the grand opening to learn why the company has partnered with like-minded suppliers of the panel-level packaging ecosystem to accelerate the development of PLP technologies for both organic and glass substrates. These include 3D InCites Members: LPKF Laser & Electronics, Evatec, MKS-Atotech and Lam Research; as well as Resonac, Corning, and others.This episode starts off with a conversation with Onto Innovation CEO, Mike Plisinski, who explains how PACE came to be, its business model, and why AI is driving growth in panel-level packaging. The story continues with a tour of PACE conducted by Keith Best, Director of PACE.  Best gives a step-by-step description of the processes as panels move from the photoresist coater, to the lithography stepper, to the developer, and then to the inspection system. He also talks about the role advanced lithography tools play in developing down-stream panel level processes. Lastly, you'll hear from PACE collaboration partners:Ralph Zoberbier, CMO, EvatecKuldip Johal, MKS-AtotechKazuyuki Mitsukura, ResonacJunro Yoon, Corning Advanced OpticsRichard Noack, LPKF Laser & Electronics Read the full story on 3D InCitesOnto Innovation Your partner for innovative solutions that improve time to market, yield, and product reliability.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

Die schwache Tendenz vom Vortag kann im Nasdaq zum Opening nahezu aufgeholt werden. Vor allem die Aktien von Tesla reagieren auf die Quartalszahlen und positiven Aussagen der Analysten deutlich fester. Die Aktien von ServiceNow und Lam Research reagieren ebenfalls positiv. Unter Druck stehen in Folge der Ergebnisse hingegen die Aktien von IBM und Honeywell. Was die Wirtschaft betrifft, sehen wir weiterhin keine Abkühlung. Die Erstanträge für Arbeitslosenhilfe sind letzte Woche überraschend gesunken. Die Renditen der 10-jährigen Staatsanleihen ziehen in Folge auf 4,22 Prozent an. Basierend auf dem FED-WatchTool liegt die Chance einer weiteren Zinssenkung im November bei hohen 95 Prozent, gefolgt mit der Chance einer dritten Senkung im Dezember bei 73 Prozent und einer wahrscheinlichen Pause bei der Januar-Tagung. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | EXKLUSIVES NordVPN-Angebot ➼ https://nordvpn.com/Wallstreet Teste es jetzt risikofrei mit einer 30-Tage-Geld-zurück-Garantie! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Die schwache Tendenz vom Vortag kann im Nasdaq zum Opening nahezu aufgeholt werden. Vor allem die Aktien von Tesla reagieren auf die Quartalszahlen und positiven Aussagen der Analysten deutlich fester. Die Aktien von ServiceNow und Lam Research reagieren ebenfalls positiv. Unter Druck stehen in Folge der Ergebnisse hingegen die Aktien von IBM und Honeywell. Was die Wirtschaft betrifft, sehen wir weiterhin keine Abkühlung. Die Erstanträge für Arbeitslosenhilfe sind letzte Woche überraschend gesunken. Die Renditen der 10-jährigen Staatsanleihen ziehen in Folge auf 4,22 Prozent an. Basierend auf dem FED-WatchTool liegt die Chance einer weiteren Zinssenkung im November bei hohen 95 Prozent, gefolgt mit der Chance einer dritten Senkung im Dezember bei 73 Prozent und einer wahrscheinlichen Pause bei der Januar-Tagung.

A wild day of tech earnings, including from Tesla, IBM, Lam Research, ServiceNow, plus Las Vegas Sands and Mattel. High-profile analyst Dan Ives reacts to Tesla's numbers and former board member Steve Westly gives a bigger picture take on where the EV-maker stands. Jon spoke with IBM CEO Arvind Krishna and ServiceNow CEO Bill McDermott before the earnings call and brings those comments to you.  

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

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today's discussion covers Micron Technology's surprise earnings and Meta's AR glasses prototype. We also explore Goldman Sachs' bullish outlook on CATL and Gotion High Tech, along with developments in the battery-making sector. Plus, find out how Tesla, McDonald's, and Etihad are faring, and catch up on the latest movements in Singapore's Straits Times Index.See omnystudio.com/listener for privacy information.

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Micron stock (MU stock) is down over 40% from its peak earlier this year. Is it time to buy the dip? And is there an area of the semiconductor market that's an even better long-term investment? Nick and Kasey discuss in this special "celebration" video. Moomoo's $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #micron #memorychips #lamresearch #lrcxstock #chips #investing #stocks #financeeducation #artificialintelligence #ai #financeeducation #chipstocks #finance #investing #chipstockinvestor #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lam Research and Applied Materials Moomoo Disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes. Institutional Tracking feature limitations: Please note any portfolio composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. Conditional orders: No matter what type of order is used, market and investment risks cannot be completely eliminated. Limit and stop orders do not guarantee that an execution will occur because the price may never reach your limit or stop price, or there are other orders ahead of yours.*Important: Before investing in an ETF, you should read its prospectus or, if available, the summary prospectus, which provide detailed info on the ETF's investment objective, strategies, risks, costs, and historical performance (if any). Locate prospectuses on the websites of the firms that sponsor a particular ETF, or through your broker. ETFs are exposed tomarket volatility and risks of underlying securities.

The future of the industrial economy. In it we cover Generative Engineering, digital twins, AI for the physical world, data that dwarfs the internet, Saudi Aramco the tech giant, and the digital future of heavy industry. Greg Fallon is CEO of Geminus, a company at the forefront of simulating and automating industrial operations through cutting-edge AI technology. Geminus is revolutionizing how industries operate by bringing unprecedented speed and scalability to AI model deployment, with successful implementations in energy, oil and gas, manufacturing, and semiconductors. With heavyweight investors and partners like SLB and LAM Research backing them, Geminus is a key player in the digital industrial landscape. As a proud early investor in Geminus almost six years ago, alongside our friends at The Hive, I've had the privilege of watching this company innovate the industrial complex. Greg, who holds a Master's in Science from the University of Virginia, has a wealth of experience, having held senior executive roles in product and commercialization at both Autodesk and ANSYS—two of the most influential companies in industrial software. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Everyone knows ASML is the leader in lithography equipment -- critical to manufacturing advanced chips and AI systems. But a small upstart chip fab recently announced delivery of a potentially disruptive lithography tool from a startup called Multibeam. But this tool is very different from what ASML produces. What is e-beam lithography? And how can investors bet on it? Chip Stock Investor breaks it down. Videos referenced: https://www.youtube.com/watch?v=Gqu0L5oVatk https://www.youtube.com/watch?v=5yTARacBxHI https://www.youtube.com/watch?v=xE67ikJp1i0 https://www.youtube.com/watch?v=RwQbID53f5o

Lam Research (LRCX) is set to benefit big from a manufacturing growth in semiconductors, especially memory chips in support of accelerated computing and AI infrastructure. However, the stock was not immune to the recent market pullback. Is it on sale? Chip Stock Investors Nick and Kasey Rossolillo discuss why this is still one of their favorite buys this summer.

Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lam Research #Earnings @Lam Research $LRCX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Was die Zinswende betrifft, war die US-Notenbank bei der Tagung nicht ganz so entschlossen wie einige gehofft hatten. Schaut man sich den Arbeitsmarkt an, ist eine Zinssenkung bei der Tagung im September aber gesetzt. Wir sehen zudem, dass die Berichtssaison zwar auf der Ertragsseite gut performt, nicht aber auf der Umsatzseite. Unternehmen schlagen die Ziele vor allem Dank von Einsparungen. Auch das signalisiert Wolken am Arbeitsmarkt. Die Berichtssaison verläuft gemischt. Meta steht nach den soliden Zahlen mit vielen Upgrades an der Wall Street im Fokus. Auch Carvana, Ferrari und FMC profitieren. Die Reaktion auf die meisten Quartalszahlen fallen heute Morgen aber schlecht aus. ARM, Moderna, Wayfair und Western Digital stehen deutlich unter Druck. Auch die Aktien von Etsy, Lam Research, Albermarle, und Crocs starten nach den Zahlen und wegen der oft flauen Aussichten schwach in den Tag. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | Sichere dir jetzt einen kostenlosen Jahresvorrat Vitamin D3 & K2 und 5 praktische AG1 Travel Packs GRATIS und informiere dich auf https://www.drinkag1.com/wallstreet zu den gesundheitsbezogenen Angaben. Hole dir AG1 im Abo nach Hause, ganz ohne Vertragslaufzeit. Werbung | EXKLUSIVES NordVPN-Angebot ➼ https://nordvpn.com/Wallstreet Teste es jetzt risikofrei mit einer 30-Tage-Geld-zurück-Garantie! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Was die Zinswende betrifft, war die US-Notenbank bei der Tagung nicht ganz so entschlossen wie einige gehofft hatten. Schaut man sich den Arbeitsmarkt an, ist eine Zinssenkung bei der Tagung im September aber gesetzt. Wir sehen zudem, dass die Berichtssaison zwar auf der Ertragsseite gut performt, nicht aber auf der Umsatzseite. Unternehmen schlagen die Ziele vor allem Dank von Einsparungen. Auch das signalisiert Wolken am Arbeitsmarkt. Die Berichtssaison verläuft gemischt. Meta steht nach den soliden Zahlen mit vielen Upgrades an der Wall Street im Fokus. Auch Carvana, Ferrari und FMC profitieren. Die Reaktion auf die meisten Quartalszahlen fallen heute Morgen aber schlecht aus. ARM, Moderna, Wayfair und Western Digital stehen deutlich unter Druck. Auch die Aktien von Etsy, Lam Research, Albermarle, und Crocs starten nach den Zahlen und wegen der oft flauen Aussichten schwach in den Tag.

A double-dose of major market-moving events: Meta earnings and the FOMC's rate decision. Fed Chair Jerome Powell kept interest rates unchanged but said investors could expect a cut in September if current economic data continues. Meantime, investors cheered Meta's latest quarterly numbers; top-rated analyst Mark Mahaney of Evercore and CFRA's Angelo Zino break down the report. Plus, Qualcomm CEO on what powered the chipmaker's strong quarter. Plus, other earnings from Arm, Lam Research, eBay, Etsy and MGM.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Laurin Meyer über die Zoll-Sorgen der Dax-Schwergewichte, volle Einkaufskörbe bei Henkel und das neue Taiwan-Risiko. Außerdem geht es um Adidas, Rheinmetall, SAP, Applied Materials, AMD, Marvell und Lam Research, Cadence, Broadcom, Qualcomm, Arm Holdings, Süss Microtech, ASML, Nvidia, Spotify, Apple, Amazon, Alphabet, Goldman Sachs, Sirius XM, Sony Music, Warner Music, Universal Music, Hipgnosis Songs Fund Ltd, OMV Petrom (WKN: 766152), Banca Transilvania (WKN: 927146), Nuclearelectrica (WKN: A1W55Z) Digi Communications (WKN: A2DQ1K), Expat Romania BET (WKN: A2JAHB) und Vaneck Developed Markets Dividend Leaders (WKN: A2JAHJ). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Join Chip Stock Investor as we dive deep into the AI supercycle and explore the semiconductor manufacturing equipment and packaging companies poised for significant growth. Discover the FAB Five, industry trends, and government-funded projects boosting semiconductor capacities worldwide. Don't miss out on key insights and our top stock picks. Link to the "Semiconductor Manufacturing and Chip Packaging Equipment Stocks – Investing 2024 Update" Manual: https://ko-fi.com/s/ad4a9f5a23 Watch next: https://youtu.be/thFL9Z9onAU https://youtu.be/1T0oOFyNBRQ https://youtu.be/JtdlskAoN1c https://youtu.be/-WyffGzX3Ko https://youtu.be/-WyffGzX3Ko

In this episode of Market Mondays, we dive into several pressing financial topics:1. **U.S. National Debt**: With the national debt nearing a record $35 trillion, we explore what citizens can do to address or fix this issue.2. **Social Security & Medicare**: Bloomberg projects that Social Security will run out of money by 2033 and Medicare by 2036. We discuss the steps needed to mitigate this impending shortfall.3. **Stock Market Stability**: The S&P 500 has gone 377 days without a 2.05% decline, its longest stretch since the financial crisis. What does this indicate about the market's current state?4. **Invest Fest Announcement**: We reveal the headliner for this year's Invest Fest!5. **Warren Buffett's Strategy**: Warren Buffett has increased his stake in Occidental to nearly 29%. We analyze what this tells us about his strategy and Occidental's potential.6. **Ian's Presentation**: Ian delivers an insightful presentation on stock trading and investing.7. **Nasdaq Stocks Outlook**: Certain Nasdaq stocks, including KLAC, LAM Research, NVIDIA, Qualcomm, and Texas Instruments, are expected to rise in the latter half of the year. We examine the factors driving these expectations.8. **Tesla's Workforce Reduction**: Tesla has reduced its workforce by at least 14% this year. We discuss the implications for Tesla's operations and stock performance.9. **Cybersecurity Stocks**: Following the recent CDK cyberattack, we identify which stocks could benefit most from increased cybersecurity demand (Crowdstrike, Zscaler, Cloudflare, Fortinet).10. **Small-Cap Stocks**: Do small-cap stocks have a chance to perform well by the end of the year? We highlight the key factors to watch.11. **Market Indicators**: With lumber futures on a decline, yields coming down, and M2 money supply slowly declining, are we facing the long-anticipated recession? We provide insights on what to expect in the next two years.12. **Building Investor Confidence**: How can investors build confidence in trading or making stock purchases after thorough research and preparation?13. **Market Peak**: Are we currently at the top of the market? We discuss the indicators investors should watch for to determine this.14. **Verzuz on X**: We share our thoughts on Verzuz being moved to X and its potential impact on its audience and popularity.Join us for these discussions and more on Market Mondays! Don't forget to like, comment, and subscribe for more financial insights and updates.#Investing #Finance #StockMarket #Economy #SocialSecurity #Medicare #WarrenBuffett #Tesla #Cybersecurity #SmallCapStocks #Recession #Verzuz #InvestFestOur Sponsors:* Check out Monarch Money: www.monarchmoney.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Stocks closed mixed but near session highs. Apple surged out of a base, driving the Nasdaq to a record high. Arista Networks flashed a buy signal while Lam Research is trading around buy points. The CPI inflation report is due early Wednesday with the Fed's “dot-plot” rate outlook on tap in the afternoon.

In this video, Chip Stock Investors Nick and Kasey discusses Lam Research's (LRCX) potential in the chip industry, focusing on its key role in equipment for wafer fabs, $10 billion stock buyback, and upcoming stock split. The video dives into Lam's market position, varied customers, and expansion beyond memory chips. We wrap up with Lam's valuation compared to peers, highlighting its growth prospects.

Lam Research (LRCX) earnings are in! Were the results a win, a loss, or just as expected? Chip Stock Investors Nick and Kasey break down the report, analyzing key takeaways for investors. We'll delve into Lam's financial health, growth potential within the semiconductor industry, and whether it's poised for success before the next semiconductor memory chip growth cycle. Get the insights you need to make informed decisions about Lam Research stock! Recent Lam video: https://youtu.be/1WYtJnXpOC4

Tesla (TSLA) has been in a world of hurt. It just reported a decline in vehicle sales, and thus a fall in revenue. This episode of Chip Stock Investor explores Tesla's current challenges and outlines three key items the company can work on to return to profitable growth. Nick and Kasey discuss the EV industry's prospects, putting the controversies surrounding Elon Musk aside and focusing on developments in Tesla's pipeline that could fix the business in a relatively short period of time. Stay tuned for more Chip Stock Investor earnings coverage this week! Lam Research and Qualcomm are on deck Wednesday evening.

Investors sold off Meta in Overtime after its Q1 numbers. We have you covered from every angle, including comments from the CFO. Plus earnings from Ford, Chipotle, Lam Research, IBM and ServiceNow. Chipotle CEO on latest quarter, inflation and more. 

Welcome to today's episode where we delve into the intricate world of semiconductor equipment manufacturers and their pivotal role in powering the tech industry. Our focus is on the titans of the trade—ASML Holding N.V., Applied Materials, Lam Research, Tokyo Electron (TEL), KLA Corporation, Hitachi High-Technologies, Nikon, and Canon—whose sophisticated machinery and technological prowess are the backbone of semiconductor chip production.  Tech News for the Electronics Industry  "4 Semiconductor Cafe":  Carlos Unda, Rogério Moreira, Pavel Navarrete & Juan Barrera.   DISCLAIMER:  The information, statements, comments, views, and opinions expressed in this podcast are personal and are solely those of the authors, and not necessarily those of employers, other organizations, committees, or other groups or individuals.   #technews #semiconductors #technology   Source/Credits : Yahoo Finance & Investing Channel MUSIC:  __   Bumper Tag by John Deley Creative Commons —  Attribution 3.0 Unported— CC BY 3.0   https://creativecommons.org/licenses/... Music provided by FreeMusic109 https://youtube.com/FreeMusic109  ___   DISCLAIMER: La información, declaraciones, comentarios, puntos de vista y opiniones expresados en este podcast son personales y son únicamente de los autores, y no necesariamente de los empleadores, otras organizaciones, comites u otros grupos o individuos.   #podcast #foundries #foundries #technews #semiconductors #technology --- Send in a voice message: https://podcasters.spotify.com/pod/show/4-semiconductor-cafe/message

In this transformative episode of "I Need A Coach," join host Adam Packard as he sits down with Onno Koelman, the executive coach behind the company Dynamic Leader Development. Discover how Onno's journey from engineering to vice president of sales paved the way for a flourishing coaching practice that empowers CEOs and founders to scale new heights. Dive into the essentials of expert coaching, the art of mastering sales through genuine connection, and why starting without a niche can lead to success. Onno's story is a masterclass in leveraging life experiences to shape a career in coaching—no cold calls, just pure strategy and growth. Tune in now!Onno has spent the past 10+ years developing leaders to increase their impact by creating high-performing teams and cultures. He has worked with leaders at a variety of levels across diverse industries to become more strategic instead of reactive, more positively influential, and more powerfully authentic. Onno is a natural coach and facilitator. He brings warmth, positive energy, and an encouraging – yet challenging – style to the groups and individuals he works with. His multicultural background (Dutch, Australian, and now Northern Californian) enables him to bring a unique vantage point to any conversation. In 2013, Onno co-founded a consultancy dedicated to equipping people with tools to manage the “people” side of work and started his own consultancy dedicated to developing dynamic leaders in 2017. Prior to this third career of his, Onno spent 10 years leading a Bay Area start-up from 3 to 30+ people in the municipal drinking water industry, including several years as design engineer, technical sales lead and finally international Director of sales. Over the past two decades, Onno has trained at the Coaches Training Institute and Harvard-based Minds at Work, as well as in several other modalities. He has facilitated and coached hundreds of individual leaders and teams at world-renowned brands like Google, Oracle, Adobe, Salesforce, Whole Foods Market, LBNL, Liberty Utilities, GAP, Dropbox, Lam Research, Stanford Health Care, Mosaic Solar and many more both in the USA and internationally.Onno has been an athlete since his early years, culminating in his Stanford water polo team winning the NCAA Division 1 National Championship his senior year. He now channels his competitive athleticism into USTA league tennis. He has a son and a daughter and secretly hopes they will also be into sports as much as he was!Topics Discussed:Surge in coaching industry post-CovidTransition from sales to mindset coachingBuilding networks with CEOs and foundersSales techniques and client relationship buildingPersonal development through coaching practicesTimestamps:06:13 Providing leadership training and self-awareness workshops.09:45 Coaching with relevant life experience and skills, emphasizing authenticity and expertise.13:43 From broad audience to niche, seeking connections.15:11 Building relationships through coaching leads to referrals.19:19 Recognizing the importance of practicing sales techniques and seeking feedback.23:00 Having more opportunities breeds confidence and success.26:46 Understanding the client's goals, background, and philosophy.31:46 Transition from eager worker to self-assured leader.35:11 Emphasizes asking for referrals and helping clients with personal growth.Episode Resources:Dynamic Leader Development | WebsiteDynamic Leader Development | LinkedInOnno Koelman | LinkedIn

We love talking about the “Fab Five” here at Chip Stock Investor, and not just because we investors have made some serious coin from owning these top semiconductor stocks. However, while we talk a lot about ASML, Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp (KLAC), we haven't done a proper video on the other member of the Fab Five: Tokyo Electron (TOELY). Japan is emerging as a top winner from the chip manufacturing race, so it's time that Tokyo Electron gets some attention. For our investor friends in Japan, you are likely already very familiar with one of the country's largest companies. As AI hype continues, this business is only gaining in importance. Let's get the rest of the world up to speed, shall we? Tokyo Electron has been a wonderful investment, and there is a path to further gains. Nick and Kasey delve into the company's history, its critical position as a supplier of semiconductor manufacturing equipment, and the stellar financial performance. They also discuss their current holdings in chip equipment, and their current view on Tokyo Electron stock after a massive rally in the last year. Videos referenced: Nick's discussion of Japan's dominance last year: https://youtu.be/HtaQWfYeIHk?si=Qr1baj2_vDpjS6x4 Asianometry video:https://youtu.be/Nk-lBok9_TU?si=Ov_F3mI6L-A4Ta_f Lam Research – https://youtu.be/WYvho6DgPEg, https://youtu.be/1WYtJnXpOC4 Aehr Test Systems – https://youtu.be/GdD1SJrazhQ, https://youtu.be/7eKIEqKOd3E Axcelis Technologies – https://youtu.be/w-fZrhmDU3o Applied Materials and ASML – https://youtu.be/nZs_6AzN6u8, https://youtu.be/uDWP0_aW1Hc

Welcome back! In this episode, we're going to talk about why it's important to get your foot in the door—THEN navigate your career. You'll meet three Cameron-Brooks alumni who have successfully made the transition to the business world, all have been promoted and navigated their careers wisely. Two of them happen to be married! We were fortunate enough to have Chazz Hoskins, along with Luke and Marquette Leveque share their experiences with us. This episode was originally intended for them to share their experience in the Engineering Management Career Field. In this episode, Joel and the Panel discuss the misperceptions of Engineering Management, explain what Engineering Management is along with the competencies required to be successful, describe how diversified the work is, and provide the listeners with some sample industries. However, we felt our alumni were great examples of former junior military officers who made decisions early on in their careers that helped them establish a track record of success, build a skillset, and then make decisions that pivoted closer towards their ideal personal and professional goals. Chazz made the transition from the Air Force as a Developmental Engineer and launched his career with Lam Research as a Manufacturing Engineer in Silicon Valley. Lam Research makes advanced microchips that are in many familiar products we use every day such as our mobile phones, computing devices, entertainment systems, and even smart cars! He and his wife then decided it was time to move back to Ohio. Chazz navigated his career and now works with Silflex, a division of Lam Research, they've bought a home and are living in their dream location. Chris built a skillset and navigated to the ideal location! Marquette and Luke Leveque were classmates at the Naval Academy, Navy Nuclear Submarine Officers, came through the Cameron-Brooks program in 2018 and attended the April 2018 Career Conference. TOGETHER, they launched their careers at Boston Scientific, a leading medical device company that makes innovative solutions and medical devices to help improve the health of patients around the world. Marquette began her career in a Process Development Manager role where she led a team of engineers to successfully implement large-scale manufacturing processes for new biopharmaceutical products. She then wanted to be closer to the customer and is now in a marketing role with Boston Scientific. Luke launched his career as an Operations Project Manager where he led a cross-functional team moving new products out of the research and design stage into the manufacturing stage, and ultimately into commercial use. Luke has now shifted into a marketing role on the commercial side of the business leading their laser therapies team. Luke and Marquette navigated their career to the desired roles! Career Management When I meet with junior military officers to discuss their career goals, I ask a lot of questions to get to know them. One of those questions I ask is, “Why are you leaving the military?”. I often get the answer, “For more career control”. Makes sense! In the military, most decisions are made for you. You haven't necessarily had to make decisions as it pertains to “Career Management”. Your detailer, branch manager, or assignment officer makes it for you. It's also a specific career path within your MOS. If you deviate from it, you may not be selected for command or make the next rank and will be forced to make the transition out. For example, you are told when to move, when it is time for a new assignment, which organization, or unit you will join, etc. While this can make life hard for military officers, it does free them from the responsibility of “Career Management”. To some, that may be ideal. For some, it's not. In the business world, there are no scholarship contracts, assignments officers, early outs, PCS commitments, ADSOs, or mandatory job changes. Regardless of your company,

Lincoln is a technician working in the semiconductor industry. Lincoln was in the armed services, then went to community college and enrolled in an electrical engineering technology program. He now has experience working as a technician at two different semiconductor companies in the Portland, OR area. Hear about Lincoln's experience in this episode of Talking TechniciansThe Talking Technicians podcast is produced by MNT-EC, the Micro Nano Technology Education Center, through financial support from the National Science Foundation's Advanced Technological Education grant program.Opinions expressed on this podcast do not necessarily represent those of the National Science Foundation.Join the conversation. If you are a working technician or know someone who is, reach out to us at info@talkingtechnicians.org.Links from the show:Episode Web Page: https://micronanoeducation.org/students-parents/talking-technicians-podcast/Portland Community College Electronic Engineering Technology (EET) Program: https://www.pcc.edu/programs/electronic-engineering/Jobs at Lam Research: https://careers.lamresearch.com/Jobs at Intel: https://jobs.intel.com/Jobs at Tokyo Electron Limited (TEL): https://www.tel.com/careers/careercenter/index.html

For Intel, the company is still very much in “prove-it” mode, and it's going to take years for the overhaul to take hold. In the meantime, some steady progress was made.But over in semiconductor manufacturing equipment land, Intel's overhaul is benefiting companies like Lam Research and KLA. Chip Stock Investors Nick and Kasey discuss why they like these businesses the most for betting on an Intel recovery, and which of the “Fab 5” stocks they like most right now. Stay tuned later this week for more updates, including on the lithium market. And remember that our show notes and industry manuals are available on our Discord channel (via YouTube or Ko-Fi membership), or available for purchase a-la-carte on our Ko-Fi shop! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:

In this episode, Chip Stock Investor focuses on the divergence between parts of the semiconductor industry, some experiencing a surge in new growth and others still in decline. Nick Rossolillo reviews Taiwan Semiconductor Manufacturing (TSM), which seems to be indicating that the chip downturn is in the rearview mirror for PCs, laptops, and smartphones. However, he also discusses Texas Instruments (TXN), who just released earnings with not as rosy of a report. What do these earnings mean for the semiconductor industry, and what can investors look forward to in 2024? Nick also discusses Chip Stock Investor's take on Marvell Technology (MRVL), which has gotten caught up in renewed AI buzz in recent weeks. Has anything changed for the stock? Later this week, stay tuned for updates on top chip manufacturing equipment companies ASML and Lam Research (LRCX)! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:

Lam Research's Q4 2023 earnings call, unedited

According to companies like Micron (MU), the memory chip market is starting to make an epic comeback, one that could lead to new peak industry sales sometime in 2025. But at Chip Stock Investor, Micron and the other top memory chipmakers aren't our favorite stocks right now. Instead, we're looking at Lam Research (LRCX), a top semiconductor wafer fab equipment and service provider. Nick and Kasey discuss the powerful business model, some new tech trends like chiplets and backside power delivery that could help Lam increase its addressable market, and the stock's current valuation. Stay tuned next week for more updates after Lam and other chip companies begin reporting earnings! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:

Welcome to living in Fremont, California! The home of Tesla.

科技業以往都給人充滿男生的刻板印象，其實近年女生加入的比例也在不斷上升，並且創造亮眼的成績。這集節目 Bryan 邀請到美商科林研發 Lam Research 資深人資長楊文華 Elaine Yang 與製程經理李雅婷 Tina Li 兩位管理者，帶你探訪他們一路從基層成為領導者的成長過程，分別從商科背景和理工背景的角度，和你分享他們在科技業中遇見的挑戰與成就。 【本集節目由 Lam Research 科林研發 贊助播出】 科林研發 Lam Research 是全球前三大的半導體設備商，我們為半導體產業提供創新晶圓製造設備和服務，讓晶片製造商能製造出體積更小、速度更快和效能更好的電子元件，今天幾乎所有先進晶片都是利用我們的技術來製造。科林研發在Nasdaq股票市場上市，是一家 FORTUNE 500®公司，總部位於美國加州佛利蒙市，營運據點遍佈北美、亞洲和歐洲，我們在美國、奧地利、南韓、馬來西亞以及台灣均設有製造中心。 了解更多資訊，歡迎造訪： 官方網站：https://www.lamresearch.com/zh-hant/ FB粉絲專頁：https://www.facebook.com/LamResearchCorporation 什麼問題想問Joe跟Bryan嗎？提問&合作信箱：podcast@ftpm.com.tw 如果你喜歡我們的節目，歡迎贊助我們：https://bit.ly/3kskVsZ 如果你喜歡這集節目，歡迎到Apple Podcast給我們五星評價，並留言給我們鼓勵！ FB｜https://www.facebook.com/darencademy/ IG｜https://www.instagram.com/da.ren.cademy/ 大人學網站｜https://www.darencademy.com/

Stocks slid in trading, sending the major averages negative on the week. Earnings from Netflix, Tesla, Las Vegas Sands and Lam Research. Victoria Greene, G Squared Private Wealth founding partner, and Vital Knowledge Founder Adam Crisafulli break down the market action and company reports. Evercore's Mark Mahaney and Wedbush's Alicia Reese dig into Netflix's big beat and the success of the password sharing crackdown. Ark Invest's Tasha Keeney on the bull case for Tesla after its latest report. Abbott CEO Robert Ford talks the company's strong quarter and how it is planning for the weight loss drug revolution. Plus, Nuveen CIO Saira Malik talks portfolio positioning.

In today's podcast, we hear from embedded.com editor in chief Nitin Dahad who attended the Industry 4.0 Summit in Porto, Portugal, interviewing executives handling manufacturing, operations and IT at Lam Research, Micron and Wolfspeed.

半導體產業是許多人嚮往的領域，但在實際進到一個產業前，我們往往很難有機會了解真實的生活樣貌。這集節目Bryan邀請到科林研發 Lam Research 的專案經理 Min-Kai Jhuang 和設備經理 Allen Huang 兩位中階主管，來到節目上與大家分享他們每天的生活，還有他們日常面對的挑戰與獲得的成就。如果你未來也有加入半導體產業的計畫，推薦你一定要收聽這集節目。 【本集節目由 Lam Research 科林研發 贊助播出】 科林研發 Lam Research 是全球前三大的半導體設備商，我們為半導體產業提供創新晶圓製造設備和服務，讓晶片製造商能製造出體積更小、速度更快和效能更好的電子元件，今天幾乎所有先進晶片都是利用我們的技術來製造。科林研發在Nasdaq股票市場上市，是一家 FORTUNE 500®公司，總部位於美國加州佛利蒙市，營運據點遍佈北美、亞洲和歐洲，我們在美國、奧地利、南韓、馬來西亞以及台灣均設有製造中心。 了解更多資訊，歡迎造訪： 官方網站：https://www.lamresearch.com/zh-hant/ FB粉絲專頁：https://www.facebook.com/LamResearchCorporation 什麼問題想問Joe跟Bryan嗎？提問&合作信箱：podcast@ftpm.com.tw 如果你喜歡我們的節目，歡迎贊助我們：https://bit.ly/3kskVsZ 如果你喜歡這集節目，歡迎到Apple Podcast給我們五星評價，並留言給我們鼓勵！ FB｜https://www.facebook.com/darencademy/ IG｜https://www.instagram.com/da.ren.cademy/ 大人學網站｜https://www.darencademy.com/