Podcasts about semiconductors

The similarity between a gel diffusion system to create crystals for semiconductors and the way crystals form in teeth and bones led to the development of a spinoff toothpaste that restores teeth.

VettaFi's Head of Research Todd Rosenbluth discussed the Direxion Daily Semiconductor Bull 3X Shares (SOXL) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

In this episode, Ben Bajarin and Jay Goldberg discuss the recent industry discussion (confusion?) on GPU depreciation.  Jay Goldberg was also at OCP this week and they disucss takeaways from the networking show related to AI compute and AI datacenter. 

Derek Champagne talks with Sramana Mitra. Sramana is the founder and CEO of One Million by One Million (1Mby1M), the world's first and only global virtual incubator/accelerator. Its goal is to help a million entrepreneurs globally reach a million dollars in annual revenue, build a trillion dollars in global GDP, and create 10 million jobs.Since its founding in 2010, 1Mby1M has become a powerful platform for democratization of entrepreneurship acceleration.Sramana also developed 1Mby1M's Incubator-in-a-Box methodology for Corporate Incubation that is used by enterprises to manage internal and external innovation endeavors.In 2015, LinkedIn named Sramana one of their Top 10 Influencers alongside Bill Gates and Richard Branson.Sramana has been an entrepreneur and a strategy consultant in Silicon Valley since 1994. Her fields of experience span from hardcore technology disciplines like Artificial Intelligence, Cloud Computing and Semiconductors, to sophisticated consumer marketing industries including e-commerce, fashion and education.As an entrepreneur CEO, Sramana founded three companies: Dais (off-shore software services), Intarka (sales lead generation and qualification software using Artificial Intelligence algorithms; VC: NEA) and Uuma (online personalized store for selling clothes using Expert Systems software; VC: Redwood). Two of these were acquired, while the third received an acquisition offer from Ralph Lauren which the company did not accept.As strategy consultant, Sramana has consulted with over 80 companies, including public companies such as SAP, Cadence Design Systems, Webex, KLA-Tencor, Best Buy, MercadoLibre and Tessera among others. Her work has also included numerous startups and VCs.Sramana has a Masters degree in EECS from MIT and a Bachelors degree in Computer Science and Economics from Smith College.From 2000 to 2004, Sramana chaired the MIT Club of Northern California's entrepreneurship program in Silicon Valley.Learn more at www.1Mby1M.comBusiness Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576

AI is not just hype, it's the next economic revolution. In this solo episode, we break down the game-changing insights of Jordi Visser, macro investor and founder of @VisserLabs, as he unpacks how AI is reshaping global markets, jobs, and the financial system. We'll explore why AI is driving trillions in new capital investment, how it's changing labor markets, and why Bitcoin (BTC) may be the “purest AI investment play.” Plus, I share my real-world experiences using AI agents, n8n workflows, and automation tools to streamline work and build new digital products.  Key Takeaways Jordi Visser says betting against AI = betting against innovation. $500B+ in AI infrastructure investment coming by 2026. Bitcoin could be the ultimate AI hedge. Massive white-collar job disruption ahead — but also opportunity. AI empowers entrepreneurs to build products and income streams rapidly.   Jordi's Substack: Substack/@visserlabs Visser Labs YouTube Channel: YouYube/@visserlabs Jordi Visser Bio: With over 30 years of Wall Street expertise in traditional finance and macroeconomics, I guide you through the evolving landscape of investments, from conventional assets to cryptocurrencies and AI-driven technologies.

Last week, I got on a plane and flew from Taipei to Phoenix, Arizona to visit SEMICON West. For the first time ever, the semiconductor industry's biggest show is in Phoenix. I spoke to a lot of people on the floor and attended as many presentations as I could. Everyone was amazing and I learned a lot. Five years after TSMC's fateful 2020 announcement, the Phoenix semiconductor industry has been on fire. Figuratively. In this video, a vibe check into America's semiconductor boom. Yes it's real.

F5 Networks, which provides cybersecurity defenses to most of the Fortune 500, said the DOJ allowed it to delay notifying the public on national security grounds. Semiconductor firm Arm is partnering with Meta to enhance the social media company's AI systems amid an unprecedented infrastructure buildout. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Die Ergebnisse und Aussagen im Tech-Sektor bleiben überwiegend positiv. Vor allem Taiwan Semiconductor beeindruckt mit soliden Aussichten und sehr starken Margen. Salesforce profitiert von positiven Aussagen und Aussichten des Managements auf der gestrigen Analystenkonferenz. Im Tagesverlauf richten sich die Blicke auf den Analystentag von Oracle, und den Aussagen des Managements. Unter Druck stehen die Aktien von Hewlett Packard Enterprise. Im Vergleich zu der starken Performance von Dell, entwickelt sich die Geschäftslage hier eher enttäuschend. Ansonsten fallen die Reaktionen auf Quartalszahlen gemischt aus, mit JB Hunt, US Bancorp und der KeyCorp freundlich, während es bei Travelers bergab geht, mit keinen wesentlichen Reaktionen bei den Aktien von United Airlines und Bank of New York. Heute Abend stehen lediglich die Aktien von CSX im Fokus. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Semiconductor equipment giant ASML expects a "significant" sales decline in China next year, French luxury house LVMH is reporting growth in the most recent quarter, Boston Fed President Susan Collins says she thinks the rising job market puts more interest rate cuts at risk, Apple is preparing to scale up manufacturing outside China, and OpenAI is preparing to launch a less-censored version of ChatGPT for adults. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today's episode, Kip breaks down a powerful day in the markets, spotlighting explosive gains in semiconductors, small caps, and even mining stocks as gold and silver hit fresh all time highs. With Q3 bank earnings impressing across the board, Kip shares his bullish outlook for the fourth quarter and beyond, predicting a “melt-up” market in 2026 driven by technological innovation, robust corporate earnings, and what he calls “the Trump economic miracle.” Tune into today's podcast to learn more. 

The third episode in the IITM Alumni Association Trivandrum's live monthly Fireside Chats. Host Rajeev Srinivasan speaks with senior executive and academic Dr. Rajasree, the CEO of Trest Research Park, earlier VC of APJ Abdul Kalam Technological University and an IIT Madras alumna speaks on India's semiconductor and electronics ecosystem, particularly addressing the India Semiconductor Mission and its goal of achieving self-reliance in the sector, spanning everything from design to manufacturing. Key topics explored include the nation's strategy to focus on mature nodes (like 28nm chips) rather than cutting-edge technology, the Design Linked Incentive (DLI) program to support startups, and the potential for the growing electronics industry to offset job losses in the IT services sector due to factors like H1B visa fees and generative AI. Dr. Rajasree also shares insights into major investments by groups like the Tatas and projected timelines for the initial domestic chip production and packaging in India, expected around late 2025 to 2026.AI-generated podcast on this fireside chat from notebookLM.google.com: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Investment Management in the UK. Fresh from the Deutsche Bank Tech Conference in California, they examine what's substance and what's speculation in the current tech cycle – and why artificial intelligence, still in its very early innings, could redefine how we think about growth and value. Podcast key highlights  00:00 - Tech's global dominance and its impact on markets  01:51 - Why technology remains too important for investors to ignore  02:47 - What makes tech companies fundamentally different from others  03:38 - The rise and power of hyper-scalers in the global economy  05:08 - The AI revolution and how it's reshaping computing  07:34 - Tariffs, export controls, and geopolitical pressures on tech  08:44 - Robotics as a long-term investment theme  09:46 - Investec's Promaths initiative and its national impact  11:44 - Semiconductor supply recovery after global disruptions  13:05 - Building an effective tech investment strategy  14:19 - Areas of the tech market showing signs of overheating  15:16 - Key tech stocks and companies to watch  16:58 - Global opportunities across Asia, Europe, and the US  18:24 - Common misconceptions about the tech sector  19:32 - Closing remarks and where to watch or listen further  Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business, and political news in South Africa, with an all-star cast of investment and wealth managers, economists, and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

In this episode, Ben Bajarin and Jay Goldberg discuss the recent partnership between OpenAI and AMD, exploring its implications for the AI compute landscape. They delve into the competitive dynamics between AMD and NVIDIA, OpenAI's ambitions to become a hyperscaler, and the financial challenges associated with massive AI infrastructure investments. The conversation shifts to Intel's advancements showcased during a tour of their Fab 52, highlighting their competitive edge in semiconductor manufacturing. Finally, they touch on Qualcomm's acquisition of Arduino and its potential impact on the IoT sector.TakeawaysOpenAI's partnership with AMD marks a significant shift in AI compute.AMD is positioning itself as a serious player in AI GPUs.OpenAI's ambition to become a hyperscaler raises questions about funding.The demand for AI compute is concentrated among a few major players.Intel's Fab 52 showcases advanced manufacturing capabilities.Intel's 18A process is competitive but needs to prove itself in products.Qualcomm's acquisition of Arduino aims to strengthen its IoT strategy.The AI infrastructure build-out is unprecedented in scale and cost.There is uncertainty about the long-term demand for AI services.The competitive landscape in cloud computing is rapidly evolving. 

Semiconductor equipment manufacturer Applied Materials (AMAT) hit 52-week highs earlier this week. Kevin Horner examines the 30-day trading range, highlighting $208 support with $226 upside resistance. On a 2-year chart, Kevin shows the "bull-flag" pattern taking shape and what it means relative to the all-time highs reached back in July of 2024. He signals the "overbought" conditions being displayed on the charts RSI momentum study as a possible bullish indicator for the stock.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode, we chat with Dashel Ruiz, whose journey spans semiconductors, machine learning, and teaching. Dashel shares how he transitioned from hardware to data science, navigated complex projects in diverse industries, and now combines technical expertise with a passion for teaching. Tune in to hear insights on building a career in data, mastering new technologies, and making an impact both in the lab and the classroom.TIMECODES00:00 Dashel's unique career path from music to semiconductors06:16 The transition into data and software engineering at Microchip11:44 Discovering machine learning to solve real problems in semiconductor manufacturing20:40 How Dashel found and his experience with the Machine Learning Zoomcamp29:33 The practical advantages of DataTalks.Club courses over other platforms39:52 Overcoming challenges and the value of the learning community48:10 Hands-on project experience: From image classification to Kaggle competitions54:12 Staying motivated throughout the long-term course59:55 The importance of deployment and full-stack ML skills1:07:36 Closing thoughts on teaching and future coursesConnect with Dashel Linkedin - https://www.linkedin.com/in/dashel-ruiz-perez-2b036172/Connect with DataTalks.Club:Join the community - https://datatalks.club/slack.htmlSubscribe to our Google calendar to have all our events in your calendar - https://calendar.google.com/calendar/r?cid=ZjhxaWRqbnEwamhzY3A4ODA5azFlZ2hzNjBAZ3JvdXAuY2FsZW5kYXIuZ29vZ2xlLmNvbQCheck other upcoming events - https://lu.ma/dtc-eventsGitHub: https://github.com/DataTalksClubLinkedIn - https://www.linkedin.com/company/datatalks-club/ Twitter - https://twitter.com/DataTalksClub Website - https://datatalks.club/

VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data.E 1959

VHEADLINE: DeepSeek AI: Chinese LLM Performance and Security Flaws Revealed Amid Semiconductor Export Circumvention GUEST NAME: Jack Burnham SUMMARY: John Batchelor speaks with Jack Burnham about competition in Large Language Models between the US and China's DeepSeek. A NIST study found US models superior in software engineering, though DeepSeek showed parity in scientific questions. Critically, DeepSeek models exhibited significant security flaws. China attempts to circumvent US export controls on GPUs by smuggling and using cloud computing centers in Southeast Asia. Additionally, China aims to dominate global telecommunications through control of supply chains and legal mechanisms granting the CCP access to firm data. 1942

Valeria Bertacco, the Mary Lou Dorf Collegiate Professor of Computer Science and Engineering, joins the Michigan Minds podcast to talk about semiconductors – how ubiquitous they are in our lives, why manufacturing moved overseas, and what it will take to produce them in the U.S.Bertacco's research explores hardware solutions for next generation computing and security. She is also the vice provost for engaged learning at the University of Michigan, supporting international partnerships and initiatives. Hosted on Acast. See acast.com/privacy for more information.

In Re: X-Fab Semiconductor Foundries Gmbh

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.

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.

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.  

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.

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.

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.

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

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.