Podcasts about semiconductors

In this episode, Ben Bajarin and Jay Goldberg delve into the evolving landscape of hyperscalers and Neo clouds, discussing their definitions, the significance of power contracts, and the shift from Bitcoin mining to AI infrastructure. They explore the challenges posed by storage constraints in the age of AI, the implications of OpenAI's new app Sora, and Meta's acquisition of Rivos for custom silicon development. The conversation culminates in a reflection on the importance of semiconductor manufacturing and the future of technology.

Send us a textA semiconductor wafer travels around the globe five times on average before becoming the chip in your smartphone. Each journey represents a potential risk to device reliability that few consumers—or even industry professionals—ever consider.Behind every high-performing semiconductor device lies a carefully orchestrated logistics operation ensuring these sensitive components arrive intact and functioning. As Francoise von Trapp discovers in this eye-opening conversation with John Desmond and Valentina Aplenalp of Kuehne+Nagel, the journey matters just as much as the manufacturing.Drawing from his background in semiconductor design and manufacturing, John explains how vibration, temperature fluctuations, humidity, and even light exposure can compromise device integrity during transit. Wafers transported in specialized containers called FOUPs, delicate packaging materials, and critical replacement parts for manufacturing equipment all require extraordinary care throughout their global journeys.Valentina reveals the sophisticated systems developed to protect these valuable shipments: real-time environmental monitoring sensors connected to 24/7 control towers, specialized air-ride vehicles, and climate-controlled packaging solutions. When emergencies arise—like a critical equipment failure threatening production—their time-critical logistics teams deliver replacement parts within hours, not days.Most fascinating is the human element. The Semicon Chain certification program ensures every person who might handle semiconductor shipments receives specialized training, creating an end-to-end system where nothing is left to chance. As John puts it, they aim to be "the best partner that you never know you had"—the hidden force ensuring semiconductor reliability.Whether you're a semiconductor professional, supply chain specialist, or simply curious about the invisible infrastructure supporting our digital world, this episode offers rare insight into how logistics enables technological innovation. 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.

Mitsubishi Electric Corp. on Wednesday held a ceremony marking the completion of a new facility for producing power semiconductors at a plant in the city of Kikuchi, Kumamoto Prefecture, southwestern Japan.

Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10).Show Notes:Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: reportTech Stocks - Focus On What Management Isn't Talking AboutRobotaxi Concerns, A Healthier Nvidia, AMD MomentumTop 6 Tech Stocks For Q4Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manufacturing. They explore the skills in demand, the dynamics of the job market, and provide valuable advice for both entry-level engineers and senior directors looking to advance their careers. The discussion emphasizes the importance of soft skills, ownership in leadership roles, and the need for companies to adapt to the changing technological landscape.

Plus, Sierra Space's spaceplane faces a reinvention after NASA contract change. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ben Roberts and David Livingston detail microgravity's potential for medical breakthroughs (retinas, drugs) and advanced materials (semiconductors). Commercialization is nascent, supported by NASA grants, but requires long-term investor patience. 1963

Ben Roberts and David Livingston detail microgravity's potential for medical breakthroughs (retinas, drugs) and advanced materials (semiconductors). Commercialization is nascent, supported by NASA grants, but requires long-term investor patience. 1959

In its latest bid to boost semiconductor production in the U.S., the Trump administration is reportedly considering a ratio-based approach that would penalize domestic manufacturers with tariffs if they don't produce enough chips. A wider leadership shake-up at Hyundai's electric air taxi startup Supernal is underway just a few weeks after it paused work on its vehicle program and its CEO and CTO left, TechCrunch has learned. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Excess Returns, we sit down with John Tinsman, portfolio manager of the AOT Growth and Innovation ETF (AOTG). John shares how his investing journey began, the lessons he learned from both successes and failures, and how those experiences shaped his current investment philosophy. We dive deep into the concepts of low marginal cost, profitable growth, digital toll booths, and the transformative impact of AI. John also discusses his approach to valuation, position sizing, and why he believes large-cap growth and technology will continue to lead in the years ahead.Main topics covered:John's path from personal investing to launching an ETFLessons learned from early stock picks and market-making experienceThe power of low marginal cost businesses and long-term compoundingHow AI is reshaping software development, innovation, and profitabilityThe importance of revenue and earnings growth in stock selectionDigital toll booths as the future of software business modelsDifferences between profitable vs. unprofitable growth companiesWhy technology leadership today differs from the dot-com eraThe role of sectors, valuation, and position sizing in portfolio constructionJohn's views on growth vs. value, large-cap vs. small-cap, and future innovation trendsTimestamps:00:00 The riskiest thing in investing02:00 John's background and early investing journey05:00 Lessons from Apple, Boeing, Visa, and Potash10:00 Insights from agriculture and value investing12:00 AI's impact on software development and innovation16:00 Sectors, classifications, and thematic approaches18:00 Comparing AI disruption to past bubbles21:00 Profitability in today's tech companies22:00 Will the top companies stay dominant?26:00 Large-cap vs. small-cap technology investing28:00 Growth vs. value in today's market30:00 Demographics, Buffett's lessons, and sector shifts34:00 Value vs. software companies35:00 Digital toll booths explained37:00 Growth sustainability and digital infrastructure40:00 Semiconductor cycles and long-term demand44:00 Screening for growth and low marginal cost47:00 Sell discipline and valuation checks49:00 Position sizing and portfolio management51:00 ETF tax benefits and structure53:00 Where AOTG fits in portfolios54:00 One belief peers disagree with56:00 One lesson for the average investor57:00 Closing thoughts and outro

The Detail puts on a rabbit suit and gets special access to the incubators of Taiwan's semiconductor industryInside Taiwan's booming semiconductor sector, rabbit suits, sanitising air showers and transistors smaller than a speck of dustGuests:Brian Travers - CEO of Christchurch's Syft TechnologiesYuyi Chang - Electronic Engineering student Dr Sun-Zen Chen - Tsing Hua University researcher Zse-hong Tsai - Taiwan AI Centre for Excellence head Professor Yung-jen Hsu - Centre for Excellence chair Professor Tien-Wang Tsaur - EconomistLearn more by reading these two articles:The world's biggest chipmaker needs to move beyond TaiwanTaiwan Weaponizes Chip Sector to Deter China on World StageReferences:Space technology and Taiwan's strategic objectivesFind The Detail on Newsroom or RNZ Go to this episode on rnz.co.nz for more details

What's the role of semiconductors—and the companies that make them—in powering human progress? What does it look like to innovate thoughtfully in a landscape where the demand for power may be higher than the supply? With AI evolving faster and faster, how can we keep up?  Advanced Micro Devices (AMD) CEO Lisa Su joins the show to talk about hardware, global manufacturing, and risk-taking. She shares what she has learned leading AMD from near-bankruptcy a decade ago to its current standing as one of the world's leading chipmakers. Lisa also weighs in on geopolitics, the AI arms race, startups, what makes her want to hire someone, and AI's enormous potential to advance healthcare for humankind.  For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/  Topics: 2:46 - Hellos and intros 2:54 - The origins of Lisa's interest in hardware 4:19 - Deciding to bet on chips 6:06 - MIT and early engineering days 6:28 - Google Gemini defines "bunny suits" 8:25 - Differences between AMD and NVIDIA 10:25 - AI's potential to improve healthcare 16:27 - Driving AMDs comeback 19:40 - Making patience and long-term vision a company-wide virtue 22:06 - Vision for the next 10 years 24:59 - Midroll 25:16 - The impact of geopolitics on AMD 28:38 - Environmental implications of chip production   30:41 - Major hardware innovations in the start-up space 32:14 - AI driving coding acceleration 33:47 - How AMD encourages employees to leverage AI 35:22 - Identifying and empowering talent   39:08 - Rapid-fire questions Select mentions:  Liquid.ai The Worlds I See by Dr. Fei-Fei Li  Possible is an award-winning podcast that sketches out the brightest version of the future—and what it will take to get there. Most of all, it asks: what if, in the future, everything breaks humanity's way? Tune in for grounded and speculative takes on how technology—and, in particular, AI—is inspiring change and transforming the future. Hosted by Reid Hoffman and Aria Finger, each episode features an interview with an ambitious builder or deep thinker on a topic, from art to geopolitics and from healthcare to education. These conversations also showcase another kind of guest: AI. Each episode seeks to enhance and advance our discussion about what humanity could possibly get right if we leverage technology—and our collective effort—effectively.

Mary Ann Bartels is looking for the SPX to hit 7K by the end of the year, and 7.2K early next year. However, she also describes the market as overbought with “very high valuations.” She notes that historically, October creates “bottoms” that act as buying opportunities, and Mary Ann argues we could see a 10% pullback before the next leg higher. Her top picks are in the semiconductor sector, saying we're still “very early cycle.” She also examines some ETFs for opportunities.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Photo details, left to right Peter Devine, Ulster University; Dr Nick Timmons, Atlantic Technological University; Dr Orla Flynn, President, Atlantic Technological University; Dr Mark Gubbins, Seagate Technology; Prof William Scanlon, Tyndall National Institute, at the launch of the SPEAR Centre in Letterkenny. The SPEAR Centre (Semiconductor Photonics Education and Research Centre) has been launched at the Atlantic Technological University (ATU) campus in Letterkenny, Co Donegal. This project is supported by PEACEPLUS, a programme managed by the Special EU Programmes Body (SEUPB). It will be led by Atlantic Technological University through its WiSAR Lab in partnership with Ulster University, the Tyndall National Institute at University College Cork, and Seagate Technology. It represents a total investment of €8.46 million. Semiconductor and Photonics Innovation at SPEAR Centre SPEAR Centre has been designed to position the Northwest as a hub for semiconductor and photonics innovation. The project will align with the EU Chips Act and Ireland's Smart Specialisation Strategy, embedding advanced technology capabilities into the regional economy and strengthening cross-border collaboration. Over the coming years, SPEAR will deliver on three key pillars. A Doctoral College will train the next generation of PhD researchers in photonics, artificial intelligence, and semiconductor technologies. An Innovation Fund will support research and development across at least nine regional SMEs, enabling them to integrate cutting-edge technology into their operations. A Strategic Engagement Programme will foster collaboration between academia, industry, and policymakers while raising public awareness of the potential of advanced technologies. The project launch, which took place yesterday, brought together a wide range of stakeholders from across the island, including academic experts, industry leaders, regional SMEs, and government representatives. Minister for Enterprise, Tourism and Employment Peter Burke TD said: "The launch of the SPEAR Centre marks a significant milestone in our ambition to lead in advanced manufacturing and semiconductor innovation. By aligning with the EU Chips Act and our national Smart Specialisation Strategy, this initiative will not only drive regional economic growth but also ensure that SMEs and researchers are at the forefront of global technological development. I commend the collaborative spirit behind this project and look forward to the transformative impact it will have on the North West and beyond." Economy Minister Dr Caoimhe Archibald MLA said: ""Today's launch moves us a step closer to creating a global centre of excellence for semiconductor photonics in the North West. This is an ambition we are already well on our way to achieving; with the excellent partnerships long established here between our universities and industry. As Economy Minister, I am committed to working with partners right across this island, to deliver on my economic vision, with innovation at its heart. This investment will enhance the region's attractiveness to inward investment, supporting the creation of more new, Good Jobs." SEUPB Chief Executive Gina McIntyre said: "This PEACEPLUS project is designed to transform the North West through cutting-edge research, innovation, and enterprise development. "It represents an investment in technology and education and also in people, in places, and in the shared future of the cross-border region. Through cross-border collaboration - between ATU, Ulster University, and Tyndall National Institute - this will strengthen the bonds of shared progress. "This project marks a new chapter for regional innovation, for cross-border partnership, and for this island's place in a fast-changing technological world. Empowering SMEs and growing high-tech sectors helps give people the opportunity to stay in the Northwest and this, in turn, helps create the conditions for a sustainable, inclusive peace."Atl...

South Korean exports fell in the first part of September (when adjusting for the number of working days). Exports to the US and China (which often ultimately end up in the US) were weaker. Semiconductor sales were a predictable source of strength.

On this week's episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD's competitive position, and why Intel's silence on Foundry raises big questions. The conversation also touches on Meta's new Ray-Ban AR glasses—demo fails and all—and Huawei's unexpected progress in advanced chipmaking. A packed episode full of strategy, irony, and hot takes on the future of semiconductors.

Where do we get our stuff from? This week, Technology Now is diving into the subject of supply chain. We explore what different people along the value chain care about, the types of disruptions modern day supply chains face, and we explore how AI can be integrated into the world of supply chain to mitigate unexpected shocks.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Mark Bakker: https://www.hpe.com/uk/en/leadership-bios/mark-bakker.htmlSourcesDoor to Door: The Magnificent, Maddening, Mysterious World of Transportation by Edward Humes. Copyright © 2016 by Edward Humes. Reprinted courtesy of Harper, an imprint of HarperCollins Publishers.https://www.persee.fr/doc/paleo_0153-9345_2016_num_42_2_5718https://www.ebsco.com/research-starters/history/renfrew-dixon-and-cann-reconstruct-ancient-near-eastern-trade-routesKhalidi, L. et al., 2016, The growth of early social networks: New geochemical results of obsidian from the Ubaid to Chalcolithic Period in Syria, Iraq and the Gulf, Journal of Archaeological Science: Reports,Volume 9, Pages 743-757, ISSN 2352-409X, https://doi.org/10.1016/j.jasrep.2016.06.026.Gendron, F., et all., 2019, The evolution of obsidian procurement in ancient Oaxaca, Mexico: New data from the Sistema 7 Venado architectural complex, Monte Albán. Journal of Archaeological Science: Reports. 23. 583-591., Tykot. R. H., 1996, Obsidian Procurement and Distribution in the Central and Western Mediterranean, Journal of Mediterranean Archaeology 9.1 (1996) 39-82

Welcome to The Trade Talks Live, where we celebrate the blue-collar trades and everything they stand for! Join us every weekday from 10-11 AM as we dive into national news, review trade websites, and share tips on mindset growth to help you succeed. Don't miss this hour of insights, inspiration, and practical advice! A big thank you to Leak-Pro for sponsoring this episode of The Trade Talks Live! Register for my FREE webinar! www.justmetroger.com LeakPro provides state-of-the-art leak detection solutions specifically designed for plumbers, helping professionals pinpoint hidden leaks with accuracy and efficiency. By utilizing advanced acoustic technology and digital sensors, LeakPro allows plumbers to reduce unnecessary damage, saving time and money on every job. LeakPro's tools are essential for detecting slab leaks, pipe leaks, and irrigation system failures without invasive measures. Whether working in residential or commercial plumbing, LeakPro offers cutting-edge solutions that enhance service quality. For more information, visit www.leak-pro.com or call 1-888-853-2577. Tradesmen built America. This is the "Blue Collar Channel"... Where you can listen to the top tradespeople around the world. Everything you need to learn about getting into the trades, becoming the best tradesman, starting your own business, and using networking and social media... To GROW in the trades!!!

Dr. Stephen Beaton is Co-founder and CEO of Circularity Fuels, which develops compact reactors that turn waste carbon streams into high-value fuels and chemicals. Rather than compete with fossil fuels from the start, Stephen identified high-purity methane for lab-grown diamonds as a beachhead market—where Circularity's product is 80–90% cheaper than incumbents while proving the core technology needed for clean liquid fuels.Stephen earned a chemistry PhD at Oxford and built deep expertise in synthetic fuels during his U.S. Air Force career, including overseeing jet fuel quality control in the Middle East and launching the Air Force's e-fuels program. His insight: build a fuels company that doesn't begin with fuel.Today, Circularity Fuels operates demonstration reactors in diamond facilities and is scaling toward biogas-to-SAF production using the same reactor platform. The company has raised $3M in venture funding, including from DCVC, plus $5M in grants from ARPA-E, NSF, and the California Energy Commission. MCJ is proud to be an investor.Episode recorded on Aug 12, 2025 (Published on Sept 16, 2025)In this episode, we cover: [03:09] Dr. Beaton's background in clean fuels[07:31] His work with Air Force petroleum in the Middle East[10:12] A brief overview of hydrocarbons[13:08] ESAF as resilience for Pacific operations[16:22] What e-SAF really means and why it matters[19:24] Circularity Fuels' origin story[21:20] The company's three principles[23:04] High-purity methane for diamonds as a beachhead[27:46] Recycling diamond exhaust with microwave-sized reactors[30:40] Building a fuel company without fuel as the initial product[34:35] Hardware sales vs metered methane service model[39:05] Biogas-to-SAF pathway via Fischer-Tropsch[42:38] Circularity's progress to date[44:01] Competing with fossil jet and carbon removals[48:41] How Circularity secured non-dilutive funding Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Not too long ago, NVIDIA was a niche tech company known for the graphics cards that powered computer gaming. Thanks to skyrocketing growth over the past few years, today, it's a $4 trillion behemoth that designs cutting-edge chips necessary for frontier AI development. It's an American company based in Santa Clara, CA. But, like so many other companies, it relies on foreign firms to manufacture its designs—primarily Taiwan Semiconductor Manufacturing Company.Intel is the only major American company that manufactures its own advanced semiconductors, or chips, but the once iconic firm is on an opposite trajectory. In the 1990s and early 2000s, Intel's microprocessors powered over 90% of PCs and the company was one of the world's most valuable. But intel missed the boat on two major tech developments—smartphones and AI—leaving the company a shell of its former glory.NVIDIA soared while Intel declined, but the two share in common a rollercoaster relationship with Washington and the Trump Administration over their ties to China.  After moving to ban NVIDIA from exporting its H20 chip to China, President Trump reversed the ban in exchange for NVIDIA giving a 15% cut of the sales to the US government. Last month, Intel CEO Lip-Bu Tan came under fire for his ties to and investments in Chinese companies, leading Trump to call for his immediate resignation. A few weeks later, Trump announced that the US government would take a 10% stake in Intel for about $10 billion in outstanding CHIPS Act grants, and Trump praised Tan for his affirmed commitments to US interests.The two companies are at the heart of the most significant tech policy debates in the world—from industrial policy to how to balance a desire to export American technology with the need to safeguard trade secrets and AI advantages. Evan is joined by Oren Cass, founder and chief economist of American Compass. Oren has been a staunch supporter of the CHIPS Act and industrial policies that he believes are necessary to restore high-tech American manufacturing, particularly in semiconductors. He's also been highly critical of the Administration's recent moves to allow NVIDIA to export more of its chips to China. Read his op-ed in The Washington Post on NVIDIA's H20 and his newsletter on the topic, as well as his recent op-ed in Commonplace on NVIDIA's potential antitrust problems. See his newsletter here for more on his reaction to the U.S. government's equity stake in Intel.

Cracking the Code on U.S. Semiconductor Policy. The U.S. semiconductor industry is navigating a mix of innovation, policy changes, and global competition as it works to reduce foreign dependency. In this episode, we examine the landscape, players, and strategies shaping America's chip future.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

The Semiconductor Roadmap for U.S. Industry. The U.S. semiconductor industry is navigating a mix of innovation, policy changes, and global competition as it works to reduce foreign dependency. In this episode, we examine the landscape, players, and strategies shaping America's chip future.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation also covers Nvidia's new CPX system and the implications for the market, concluding with a discussion on the funding of the AI boom and the financial strategies of major players like Oracle and OpenAI.

Most founders obsess over products. Jensen Huang built a $3 trillion company by obsessing over inevitabilities. This episode unpacks The NVIDIA Way by Tae Kim—the definitive account of how NVIDIA went from near-death startup to the world's most valuable chipmaker. More than a history, it's a manual for founders and VCs navigating the messy, high-stakes stretch between Series A and IPO. But this isn't just about NVIDIA. It's about you—if you're scaling in deep tech, where survival depends less on genius inventions and more on how you engineer resilience, culture, and urgency into your system. I walk you through 7 scaling lessons that matter now—from why pain is a founder's greatest teacher to how vision and culture become moats no competitor can copy. Each principle is grounded in NVIDIA's story, translated into today's market reality, and wrapped with coaching prompts you can act on this week. Key Takeaways: Pain Builds Resilience: Intelligence helps, but scars compound faster.Reputation Is Currency: Your first product isn't a chip or an app—it's trust.Defy the Innovator's Dilemma: Don't chase quarters—build inevitabilities.Lead with Context: Replace bottlenecks with clarity and extreme ownership.Sell the Vision: Markets follow narratives, not features.Culture Outruns Capital: Execution habits compound longer than cash.Urgency Wins: Complacency kills more companies than competition.Timestamps: (00:00) Why This Episode Matters (02:18) The Big Idea of The NVIDIA Way by Tae Kim (04:36) Who is Tae Kim? (08:15) Lesson #1: Pain and Suffering Are the Recipe for Greatness (12:35) Lesson #2: Your Reputation Is Your Currency (17:05) Lesson #3: The Innovator's Dilemma Will Come for You (21:45) Lesson #4: Lead With Context, Not Control (25:18) Lesson #5: Don't Just Sell the Product—Sell the Vision (30:00) Lesson #6: Culture Outruns Capital—and the Competition (34:32) Lesson #7: Build Urgency Into the System (38:30) Key Takeaways—3x Reading + 25 Years in Public Markets, VC, and Scaling Deep Tech (41:24) Reflection Why Listen:Learn how NVIDIA survived near-death and built inevitabilities that defined AI.Get 7 leadership and culture principles designed for Series A–IPO scale-ups.See how to evaluate companies not by products, but by the systems that endure.Upgrade your founder or investor lens with actionable coaching questions.Found this valuable? Like, share, and follow. Every signal grows the show—and helps bring you more playbooks from the world's most resilient companies.  

In the beginning, 2D NAND had only one way to scale. Making the cells smaller. That eventually hit a technical wall. Now what? It is all over, right? WRONG! We go UP, baby! The results are astonishing. 3D NAND is perhaps the most scalable semiconductor product ever mass produced. In today's video, we talk 3D NAND.

In the beginning, 2D NAND had only one way to scale. Making the cells smaller. That eventually hit a technical wall. Now what? It is all over, right? WRONG! We go UP, baby! The results are astonishing. 3D NAND is perhaps the most scalable semiconductor product ever mass produced. In today's video, we talk 3D NAND.

In our latest Electronic Specifier Insights podcast, Managing Editor Paige West speaks with Suraj Gajendra, Vice President of Products & Software Solutions for Automotive at Arm, all about Arm-ing the software-defined car.

Send us a textSEMI's flagship event, SEMICON West, is moving to Phoenix, Arizona this October 7-9, 2025, after 35 years in San Francisco, coinciding with the region's semiconductor manufacturing boom and $200 billion in announced investments. In this episode, Françoise speaks with SEMI Americas president, Joe Stockunas, who shares reasons for the move and what attendees can expect to experience. This includes: • Move driven by need to refresh the event and bring it closer to industry growth• New October timing based on attendee feedback to avoid disrupting July holidays• CEO Summit featuring keynotes from Arizona Governor Hobbs, TSMC, NVIDIA, and Intel• Exhibition floor expanding to over 1,500 booths (50% increase from last year)• Technical tracks focused on advanced packaging, AI, cybersecurity, and workforce development• Street fair networking event Tuesday evening on 3rd Street• Student attendance expected to jump from 700 to 7,000 thanks to proximity to Arizona's educational institutions• Special SemiQuest exhibit at Arizona Science Museum running September through year-end• Global Semicon events continue growing, with Semicon India doubling to 1,000 boothsFor registration and complete program information, visit semiconwest.org or download the event app to navigate the show and build your agenda.SEMIA global association, SEMI represents the entire electronics manufacturing and design supply chain. 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.

Strategists Bo Meunier and Thomas Mucha analyze the impacts of AI, shifting supply changes, and evolving consumer behavior on emerging markets.1:00 – Top trend: AI3:10 - Semiconductor supply chain8:00 – The auto industry and US tariffs10:30 – Domestic markets and differentiation13:30 – Real estate and construction15:35 – Focus on China20:50 – Deep dive on Mexico24:00 – Strong fundamentals in central Europe25:30 – A weaker USD and the end of US exceptionalism? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 103-points this morning from yesterday's close, at 24,650 on turnover of 7.2-billion N-T. The market closed at a new high on Monday - with buying focused on the semiconductor sector as investors remain upbeat about global demand ahead of the opening tomorrow of SEMICON Taiwan. VP highlights need to bolster defense as new patrol cutter delivered Vice President Hsiao Bi-khim is underscoring the importance of strengthening national defense in the pursuit of peace and prosperity. Hsiao made the comment while overseeing (監督) the delivery to the Coast Guard Administration of the fourth 1,000-tonne class patrol cutter. Speaking at a handover ceremony at C-S-B-S's Keelung shipyard for the vessel - which has been named the "Hualien" - Hsiao underlined the importance of a modernized Coast Guard fleet amid geopolitical uncertainties. Hsiao also christened the fifth 1,000-tonne patrol cutter the "Penghu," at the ceremony. That vessel will be delivered to the Coast Guard Administration at a later date. Germany debuts at SEMICON Taiwan for stronger chip ties with Taipei And,Germany will be setting up its first ever national pavilion at SEMICON Taiwan - when the event opens tomorrow in Taipei. Semiconductor investment expert at Germany Trade & Invest, Martin Mayer says his country is looking to raise its profile (形象) and strengthen semiconductor ties with Taiwan as global chip demand accelerates. According to Mayer, Taiwan is seen as a crucial (至關重要的) partner in developing Germany's semiconductor ecosystem … … and Germany's first ever appearance at at the international semiconductor exhibition in Taipei is intended to "show presence" and signal its commitment to semiconductors, while building trust with Taiwanese companies, government and industry associations. Israel Strikes on Lebanon Kills Hezbollah Members Israel has launched airstrikes on the outskirts of northeastern Lebanon, killing five people, including four Hezbollah members. An Israeli military spokesperson said the air forces targeted Hezbollah positions and infrastructure. This comes as global pressure mounts to disarm (解除武裝) the Lebanese militant group. Since a U.S.-brokered ceasefire ended a war between Hezbollah and Israel in November, Israel has struck southern Lebanon almost daily, targeting the group. The Lebanese government has recently backed a plan to gradually disarm Hezbollah, which the group opposes. Hezbollah has not fired at Israel since November. It maintains it no longer has an armed presence south of the Litani River, but refuses to discuss disarmament until Israel stops its attacks and withdraws from five hilltop points that it captured during the war. US Supreme Court rules LA immigration raids are legal The Supreme Court has cleared the way for the Trump Administration's immigration agents to resume what critics call indiscriminate sweeps in Los Angeles. The unsigned ruling lifted a lower-court order that had blocked (封鎖，阻止) stops based on race, language, or type of work. Ira Spitzer reports That was the I.C.R.T. EZ News, I'm _____. －－－－以下為 SoundOn 動態廣告－－－－ 中國信託聯手統一集團推出uniopen聯名信用卡 2025年12月31日前消費享最高11%回饋 完成指定任務加碼每月免費跨行轉帳10次，ATM存領外幣各1次免手續費 了解詳情> https://sofm.pse.is/84pk5e 謹慎理財 信用至上 -- Hosting provided by SoundOn

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

In an exclusive chat, Ashwini Vaishnaw said India's AI ambitions are set to get a boost as homegrown startup Sarvam is set to launch the country's first large language model by early next year. UIDAI CEO Bhuvnesh Kumar has clarified that Aadhaar is not a proof of citizenship. We also uncover Apple's big India plans despite the tariff turmoil. Meanwhile, the Centre could lose Rs 10,000-12,000 crore annually from the real money gaming ban.

How a Boeing 777 can go missing with no verifiable physical remains makes MH 370 the greatest aviation incident ever above all previous mysteries, including Air France 447 and the infamous Amelia Earhart case. The data for what happened to MH 370 is both abundant and unstable. What appears to match the known data, and the most logical assessment of other facts, is the following scenario: the Gulf of Thailand and South China Sea were the scene of a military exercise at the time of the flight's disappearance back in 2014 and 2 AWACS were monitoring the area. A pilot flying to Tokyo heard radio murmuring around the time of lost contact and the 370 co-pilot's phone made contact with a network 30min after the plane turned around and headed back towards Malaysia before turning again toward the Andaman Sea and Indian Ocean where, according to Inmarsat data, it flew south for several hours. The plane did not crash and one of the pilots apparently attempted to establish contact through alternative means, indicating the plane experienced no mechanical failures but lost communication as it was diverted. Many of the passenger's phones continued to ring after being called, something telecommunications companies had no comment on. One of the family members of the missing passengers claimed an intelligence operative approached him after going public and shared a tip that the U.S. government was fully aware of what happened. The FBI also sat on data for years before releasing it to the public or press. The satellite data for the plane's location came form Inmarsat, a UK company. Mysteriously, in the area of where the plane supposedly flew is a secretive joint US-UK military installation on Diego Garcia. Considering the presence of 20 employees from Freescale Semiconductor on board the plane flying to China, it is possible and probable that MH 370 was hijacked but likely via remote control and diverted to the military base in question, or another. What happened after could be similar to Project Northwoods. This scenario explains every piece of the puzzle. What surely did not happen was three orbs teleporting the plane, something con-artist online have sold like countless UFO scammer videos. Diego Garcia also, strangely, uses the phrase “Limuria is in our Charge,' a reference to the lost continent known as the sister of Atlantis. *The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.FREE ARCHIVE (w. ads)SUBSCRIPTION ARCHIVEX / TWITTER FACEBOOKWEBSITEDISCORD CHATCashApp: $rdgable EMAIL: rdgable@yahoo.com / TSTRadio@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-secret-teachings--5328407/support.

S&P Futures are positive this morning ahead of this morning's non-farms payrolls report. Semiconductor stocks are on watch today as the Trump Administration indicated that they will be placing tariffs on those firms that are not building their chips in the U.S. The White House is preparing to start renegotiating a major free trade deal between the U.S.-Mexico-Canada Agreement. Boeing gets two new plane orders and is making plans to hire new workers to replace the striking workers in St. Louis. On the earning front AVGO, DOCU, IOT PATH are higher after earnings releases. The LULU report was very negative, and the stock is falling. ORCL will be releasing earnings next week.

The panel examines the U.S. government's $8.9 billion investment in Intel, debating whether it strengthens national security or sets a risky precedent for government ownership in private companies. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jeff Gamet, Eric Bolden, Web Bixby, and Jim Rea discuss Intel's challenges, the role of the CHIPS Act, and political optics. The session also examined Bluesky's withdrawal from Mississippi over strict age-verification laws, and the implications for other states and services. Today's MacVoices is supported by Insta360 and their new GO Ultra, the tiny 4K camera that goes everywhere with you. Visit store.Insta360.com and use the code  “MacVoices” for a free set of Sticky Tabs. Show Notes: Chapters: [0:10] Government investment in Intel [1:30] Concerns about state-owned enterprise [3:49] Intel's struggles and future outlook [5:43] Comparing Intel to past bailouts [7:19] Differences between subsidies and bailouts [7:57] Perspectives on government involvement [9:16] International vs U.S. approaches [11:29] Stratechery analysis on Intel [11:59] CHIPS Act and Intel's funding shift [15:17] Breakdown of grants and obligations [16:40] Political optics of Intel investment [20:30] Bluesky exits Mississippi [21:28] Age-verification law challenges [23:58] Privacy, Facebook, and data security [24:58] Broader implications of restrictive laws Links: Trump confirms US government's 10% stake in Intel, stock climbs https://9to5mac.com/2025/08/22/trump-confirms-us-governments-10-stake-in-intel-stock-climbs/ U.S. Intel https://stratechery.com/2025/u-s-intel/ Bluesky blocks service in Mississippi over age assurance law https://techcrunch.com/2025/08/24/bluesky-blocks-service-in-mississippi-over-age-assurance-law/ Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Ben Roethig has been in the Apple Ecosystem since the System 7 Days. He is the a former Associate Editor with Geek Beat, Co-Founder of The Tech Hangout and Deconstruct and currently shares his thoughts on RoethigTech. Contact him on  Twitter and Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Nicholas Frasse celebrates VanEck's Fabless Semiconductor ETF's (SMHX) first anniversary. He explains the strategy behind choosing semiconductor companies that design but don't manufacture their own chips. He argues that these types of companies are the future of the industry. Top holdings include Nvidia (NVDA), Broadcom (AVGO), and AMD (AMD). All are U.S. listed but can be global companies; the fund is up 20% year-to-date.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week's A.M. Update: Week in Review dives into the Trump administration's surprising move to take a 10% stake in Intel to secure domestic chip production, raising questions about government overreach. We also unpack Gavin Newsom's shaky record as California's governor and why it could haunt his 2028 ambitions. Plus, Taylor Swift and Travis Kelce's engagement sparks debate on its cultural impact—could it boost marriage and birth rates? Tune in for sharp analysis and poll results.   AM Update, Week in Review, Aaron McIntire, Intel, Trump administration, semiconductors, Gavin Newsom, California politics, Taylor Swift, Travis Kelce, marriage rates, pop culture, conservative commentary

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical factors, particularly regarding China. They analyze Nvidia's growth projections, the complexities of ASICs, and the competitive landscape for AI servers, particularly highlighting Dell's position in the market. The discussion also touches on the nuances of CapEx spending and the importance of clear communication from companies to investors.

In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry. Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing. The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in! Show Notes: Nandan Nayampally - linkedin.com/in/nandannayampally Carlos Espinal - linkedin.com/in/carloseduardoespinal Baya Systems - bayasystems.com Seedcamp - seedcamp.com

Silvaco's (SVCO) recently-transitioned CEO, Wally Rhines, talks about how his company operates in A.I. chip production. As he explains, A.I. has a "great market, but you have to pick your targets carefully." Wally talks about the targets he sees A.I. moving toward and the ways Silvaco expects to grow with industry trends.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Rocket Lab to boost investments in the US to expand semiconductor manufacturing capacity and provide supply chain security for space-grade solar cells and electro-optical sensors for national security space missions. Rocket Lab celebrated the 70th Electron mission this weekend. NASA's SpaceX 33rd commercial resupply mission docked with the International Space Station, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Brandon Karpf, friend of the show, founder of T-Minus Space Daily, and cybersecurity expert. Selected Reading Rocket Lab Announces Expanded U.S. Investments for National Security Programs and Semiconductor Manufacturing Rocket Lab Successfully Launches 70th Electron Mission NASA Science, Cargo Launch on 33rd SpaceX Resupply Mission to Station SpaceX X Update on Starship Blue Origin X Updates on NS-35 China sets record with 3,100°C tungsten alloy heating in space - CGTN NASA Sounding Rocket Mission Targeting Aug. 25 Launch Attempt Ready for takeoff: How edge AI is redefining in-space operations - Latent AI KSAT Launches Hyper: Orbiting Ground Stations to Reduce Latency for Faster Access to Actionable Data Aalyria Achieves Laser Comms Breakthrough - Tectonic Defense NASA Shares Final Contenders for Artemis II Moon Mascot Design Contest T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry, and the competitive landscape of Nvidia's new technology. They explore the future of Intel, the challenges it faces in securing customers, and the significance of Nvidia's Spectrum XGS Ethernet announcement. The discussion also touches on the state of the analog devices market and anticipates Nvidia's upcoming earnings call, highlighting key areas of interest and potential impacts on the industry.TakeawaysThe U.S. government now owns 10% of Intel, signaling confidence in the company.The investment is part of a broader strategy to support semiconductor manufacturing in the U.S.Intel's future hinges on securing customers and government support.Nvidia's Spectrum XGS Ethernet allows for distributed GPU clusters across locations.The competitive landscape is shifting, with Nvidia targeting Broadcom and Huawei.Analog devices are seeing mixed signals in the market, particularly in automotive.Robotics is an emerging area for analog devices, but still faces challenges.Nvidia's upcoming earnings call is highly anticipated, with expectations of strong demand.The relationship between the U.S. and China is affecting tech investments and sales.The need for a strong board and expertise in manufacturing is crucial for Intel's success.

Marc Andreessen, cofounder Andreessen Horowitz, joins the Hermitix podcast for a conversation on AI, accelerationism, energy, and the future.From the thermodynamic roots of effective accelerationism (E/acc) to the cultural cycles of optimism and fear around new technologies, Marc shares why AI is best understood as code, how nuclear debates mirror today's AI concerns, and what these shifts mean for society and progress. Timecodes:0:00 Introduction 0:51 Podcast Overview & Guest Introduction1:45 Marc Andreessen's Background3:30 Technology's Role in Society4:44 The Hermitix Question: Influential Thinkers8:19 AI: Past, Present, and Future10:57 Superconductors and Technological Breakthroughs15:53 Optimism, Pessimism, and Stagnation in Technology22:54 Fear of Technology and Social Order29:49 Nuclear Power: Promise and Controversy34:53 AI Regulation and Societal Impact41:16 Effective Accelerationism Explained47:19 Thermodynamics, Life, and Human Progress53:07 Learned Helplessness and the Role of Elites1:01:08 The Future: 10–50 Years and Beyond Resources:Marc on X:   https://x.com/pmarcaMarc's Substack: https://pmarca.substack.com/Become part of the Hermitix community:On X: https://x.com/HermitixpodcastSupport: http://patreon.com/hermitixFind James on X: https://x.com/meta_nomad Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Alan Rozenshtein, Research Director at Lawfare, sits down with Sam Winter-Levy, a Fellow in the Technology and International Affairs Program at the Carnegie Endowment for International Peace; Janet Egan, a Senior Fellow with the Technology and National Security Program at the Center for a New American Security; and Peter Harrell, a Nonresident Fellow at Carnegie and a former Senior Director for International Economics at the White House National Security Council under President Joe Biden.They discuss the Trump administration's recent decision to allow U.S. companies Nvidia and AMD to export a range of advanced AI semiconductors to China in exchange for a 15% payment to the U.S. government. They talk about the history of the export control regime targeting China's access to AI chips, the strategic risks of allowing China to acquire powerful chips like the Nvidia H20, and the potential harm to the international coalition that has worked to restrict China's access to this technology. They also debate the statutory and constitutional legality of the deal, which appears to function as an export tax, a practice explicitly prohibited by the Constitution.Mentioned in this episode:The Financial Times article breaking the news about the Nvidia dealThe Trump Administration's AI Action PlanFind Scaling Laws on the Lawfare website, and subscribe to never miss an episode.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Michael Allen talks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains that while trade talks are in a "tactical pause," China's dominance in rare earth minerals and its willingness to use them as leverage reveal a key US vulnerability. The conversation also explores the debate over US semiconductor export controls. He argues that selling advanced chips like Nvidia's H20 to China's military and intelligence apparatus undermines America's technological edge. Craig also explores China's market-dominating strategies in materials like polysilicon and technologies such as LIDAR and display technologies, which pose risks related to supply chain choke points and potential cyber-physical vulnerabilities.

We're sharing an episode from ChinaTalk that dives into one of the biggest recent reversals in U.S. tech policy.The U.S. banned Nvidia's H20 AI chips to China in April. Now, just months later, they're being sold—with a 15% export fee. What happened? Why the reversal? And what does it mean for the future of AI competition between the U.S. and China?Chris Miller—author of Chip War—and Lennart Heim from RAND join ChinaTalk host Jordan Schneider to unpack the policy flip-flop, why China is publicly downplaying interest in the H20, and why high-bandwidth memory and semiconductor manufacturing tools may be even more important than the Nvidia chips themselves.Resources:Listen to more from ChinaTalk: https://link.chtbl.com/chinatalkCheck out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls: https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/Outro Music: It's a Shame, The Spinners, 1970

Mon, 11 Aug 2025 20:45:00 GMT http://relay.fm/upgrade/576 http://relay.fm/upgrade/576 Resting Tim Face 576 Jason Snell and Myke Hurley Blind ranking bad Apple products, hope for a cheaper MacBook, the perils of Siri automation, and apparently Tim Cook took a trip to Washington D.C. for some sort of meeting? Blind ranking bad Apple products, hope for a cheaper MacBook, the perils of Siri automation, and apparently Tim Cook took a trip to Washington D.C. for some sort of meeting? clean 5858 Subtitle: The Chooser, the Riddler, the Penguin, the FinderBlind ranking bad Apple products, hope for a cheaper MacBook, the perils of Siri automation, and apparently Tim Cook took a trip to Washington D.C. for some sort of meeting? This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. Ecamm: Powerful live streaming platform for Mac. Get one month free. Factor: Healthy, fully-prepared food delivered to your door. Use code upgrade50off Links and Show Notes: Get Upgrade+. More content, no ads. Submit Feedback Oru Kayak Connected #564: Would Snell as Sweet - Relay New 12.9-Inch MacBook Could Launch This Year Starting at $599 - MacRumors iOS 26 Beta Reveals Apple Watch Ultra 3 Display Size - MacRumors Apple App Intents Voice Control Feature for Siri, Apps; iOS 26 Release Timing - Bloomberg Apple increases U.S. commitment to $600 billion, announces ambitious program - Apple Apple, Corning to manufacture all iPhone, Apple Watch cover glass in Kentucky - Apple Apple made a 24k gold and glass statue for Donald Trump | The Verge Tim Cook Unboxes a Trophy Nick Heer: "Just a normal line of questioning for an Apple CEO to find themselves physically between" - C.IM Trump Announces 100% Tariff on Semiconductors, With Exemptions for Companies Building in the U.S. - MacRumors Daring Fireball: Gold, Frankincense, and Silicon Chooser (Mac OS) - Wikipedia Finder (software) - Wikipedia Apple, Masimo spar over Apple Watch import ban at U

No, China is not banning bitcoin mining again.Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenewsWelcome back to The Mining Pod! Today, Will, Colin, and Matt touch on Bitcoin's hashrate hitting an all-time high of 972 EH/s, Trump's proposed 100% semiconductor tariffs, false Chinabitcoin mining ban rumors, MicroStrategy's 2.5x NAV share issuance rule, and tracking down a $3.5B mining pool heist (now worth $14.5B!) four years later.Subscribe to our newsletter! **Notes:**• Hash rate reaches 972 EH/s all-time high• 1.4% difficulty adjustment expected • Hash price at $58 per PH/day• 100% semiconductor tariff proposed• China controls 13-14% of network hash• $3.5B mining pool heist now worth $14.5BTimestamps:00:00 Start02:36 Difficulty Report by Luxor07:41 Tariffs... again13:59 No, China is not banning bitcoin mining again21:56 MSTR will no longer issue equity under 2.5x mNAV33:25 Cry Corner: Mining pool heist

- Trump Plans New Tariffs on Chips and Semiconductors - Apple Seeds Fifth Betas of __OS 26 to Developers - Rumor Has Apple Announcing Next iPhones on 9 September - Apple Seeds RC of macOS 15.7 and macOS 14.8 to Developers - Apple Music for Android Bets Gives Liquid Glass a Miss - Apple Testing ChatBot Assistant in Support App - China Gets Apple Watch Activity Challenge This Friday - Apple TV+ Drop Trailer for Third Season of “Invasion” - Saint Paul, MN is under cyberattack and politicos want to fight Apple's attempt to fight smishing on Checklist No. 434 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken