Podcasts about semiconductors

“It's not going to take much to push us back into a shortage market where demand would exceed supply.” - Graham Scott, Vice President, Global Procurement at Jabil Semiconductor volatility is grabbing headlines again, but what's really happening beneath the surface for organizations buying and managing critical components? Graham Scott, Vice President of Global Procurement at Jabil, knows this landscape inside and out. In this episode, Graham speaks with Philip Ideson about the biggest pressures facing procurement teams, from AI-driven shifts in global supply, to the real cost of building resilient risk-management strategies.  Graham discusses how transparency and agility will set the winners apart, and why procurement teams must stay close to both operational details and C-suite priorities. For procurement teams steering spend, pushing for greater optionality or navigating complex geopolitical headwinds, Graham shares strategies they can use right now. Graham also covers: Assessing hidden risks behind “healthy” inventory levels Rethinking supplier relationships to secure mission-critical data Calculating the tradeoffs and ROI of dual sourcing Navigating the impact of AI and geopolitics on future investment Links: Graham Scott on LinkedIn Subscribe to This Week in Procurement Subscribe to Art of Procurement on YouTube

A divergence in the tech space, as software stocks trail the chipmakers. What it means for the broader market, and if the underperforming software sector can catch up. And speaking of underperforming, Target trailing Walmart in a major way over the past year. Why the big box retailers are heading in different directions, and what the Chartmaster sees in the retailers technicals.Fast Money Disclaimer

After the 2008 financial crisis, and especially after the COVID pandemic of 2020, an increasing number of Americans are questioning the wisdom of unregulated markets and envisioning a more active role for the state. Scholars have coined a panoply of neologisms to capture this view of the political economy, including political scientist Kenneth Vogel's “marketcraft.” The term indicates that the state not only lays the foundation for markets through the protection of the rule of law and property rights, but it also shapes market economies through policy interventions and regulatory institutions like the Federal Trade Commission.Chris Hughes' new book, “Marketcrafters: The 100-Year Struggle to Shape the American Economy,” traces how governments led by both major parties have worked with the private sector since the country's founding to intentionally and strategically shape markets. The narrative reveals how Adam Smith's proverbial “invisible” hand has always been rather quite visible.Hughes is a co-founder of Facebook who left the company in 2007 to work for former President Barack Obama and is now completing his PhD at the University of Pennsylvania's Wharton School. Hughes joins Bethany and Luigi to discuss the government's historical role, both in success and failure, of marketcrafting to rebalance economic power and create fairer and more efficient markets. Their journey takes us from the creation of the Federal Reserve in 1913 in response to a series of banking failures to recent mass investment in the semiconductor industry. Together, they discuss how to stop marketcrafting from becoming a victim of the political process, how it is operationalized differently in times of normalcy versus times of crisis, and how it must navigate the limits of individual and institutional power. Finally, they also discuss whether it is truly possible to craft markets in advance or only to correct market flaws after a crisis, with Hughes' own prior stomping grounds at Facebook as their case study.Read an excerpt of the book on ProMarket here.

Today, Taiwan is caught in the crosshairs of two imperial rivals: the US and China. This is nothing new for the island nation, which has been a battleground for competing empires for centuries, but what is new is the critical role Taiwan plays in the 21st-century world economy. For example, Taiwan manufacturers 90% of the world's most advanced microchips—the key component in everything from consumer electronics to the US military's F-35 fighter jets. In this episode of Solidarity Without Exception, co-host Ashley Smith speaks with Brian Hioe, journalist and editor of New Bloom magazine, about the history of Taiwanese struggles for self-determination, the country's position in the contemporary US-China rivalry, the increasing threat of imperial war, and the urgency of building solidarity among working-class people in Taiwan, the US, and China.Guests:Brian Hioe is a freelance journalist, translator, and one of the founding editors of New Bloom, an online magazine featuring radical perspectives on Taiwan and the Asia-Pacific. A New York native and Taiwanese-American, Hioe has an MA in East Asian Languages and Cultures from Columbia University and graduated from New York University with majors in History, East Asian Studies, and English Literature. He was Democracy and Human Rights Service Fellow at the Taiwan Foundation for Democracy from 2017 to 2018 and is currently a Non-Resident Fellow at the University of Nottingham's Taiwan Studies Programme, as well as board member of the Taiwan Foreign Correspondents' Club.Additional resources:New Bloom website, Facebook page, X page, and InstagramEli Friedman, Kevin Lin, Rosa Liu, & Ashley Smith, Haymarket Books, China in Global Capitalism: Building International Solidarity Against Imperial RivalryBrian J. Chen, Boston Review, “Semiconductor Island: The colonial making of Taiwan's chip supremacy”Credits:Pre-Production: Ashley SmithStdio Production / Post-Production: TRNNHelp us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer.Sign up for our newsletterFollow us on BlueskyLike us on FacebookFollow us on TwitterDonate to support this podcast

Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

This month, Tim Phillips is joined by regular guests Aastha Gupta and Scott Livingstone to delve into the intricacies of the global tech trade. They unravel the complexities of supply chains, the strategic importance of rare earth elements, and the geopolitical tensions shaping today's trade landscape.Semiconductors may be the new oil, but what about the old oil? They also talk about OPEC, peak oil demand and revenue, and the status of petrodollars presently and in the years to come. Lastly, the mix of good and bad: what to make of Middle East politics and the potential for further trade tussles?Please check out and subscribe to our channels on: Apple: https://podcasts.apple.com/id/podcast/natwest-trade-links/id1819914204Spotify: https://open.spotify.com/show/22tvckJbiWWRbqcCnyFsICThis episode was recorded on 1 July 2025.

In this post–Fourth of July breakdown, Matty A and Ryan dive into a fiery mix of politics, policy, and financial strategy. From the potential September rate cuts and a sluggish real estate season to massive institutional plays and controversial political shifts, the guys don't hold back. They unpack the good, the bad, and the ugly of Trump's latest bill—bonus depreciation is back, tariffs are rising, and trust is getting tested. Plus, they tackle the Epstein case fallout, Elon Musk's “American Party,” and a bold new baby investment account plan that could shape the next generation's financial future.Timestamps: [00:00] Kicking off with July 4th laughs and family reflections [01:30] Fed's July pause and September rate cut speculation [03:00] The Powell dilemma: lower rates vs. inflation risk [05:00] Real estate slowdown and unconventional buying season [06:45] Best time to be a buyer (despite higher payments) [07:30] Lessons from institutional investors: follow the smart money [08:45] BlackRock's $7.3B play and what it signals [10:00] Risk, timing, and the importance of calculated boldness [11:30] Trump's “Big Beautiful Bill” signed on July 4th – key highlights [12:45] Bonus depreciation, opportunity zones, and spending backlash [14:00] Tariff revenues hit record highs—what it means [17:30] Trump's tariff timeline, market reactions, and potential trade deals [20:00] Semiconductor, copper, pharma tariffs, and BRICS crackdown [22:00] Banning foreign adversaries from buying U.S. farmland [23:30] Epstein case fallout: No client list, public outrage [25:00] The erosion of trust in Trump's cabinet over unfulfilled promises [28:00] The frustrating lack of transparency and accountability [30:00] Trump's Ukraine funding flip and political ripple effects [32:00] Elon Musk's “American Party” and the risk of splintering votes [34:00] Baby Bonds! $1,000 government-funded investment accounts [35:30] Building generational wealth with small, consistent contributions [36:00] Final thoughts, Napa mastermind promo, and closing cheersWhat You'll Learn:Why September may be a pivotal month for interest rate cutsHow smart institutional capital is positioning in real estateWhat Trump's new bill means for investors (the good & the ugly)How tariffs are reshaping global trade and impacting U.S. marketsWhy Epstein file backlash could cost Trump political capitalHow the new “Baby Bonds” program could build future wealthNotable Quotes:“Fortune favors the bold — but the smart bold.” – Matty A“Institutional capital doesn't chase trends… they create them.” – Ryan Breedwell“If it was easy, everybody would do it. But that's not when wealth is made.” – Matty A“Tariffs work if you want to balance the trade scale… it's not emotional, it's strategic.” – Ryan BreedwellCalls-to-Action: Text XRAY to 844.447.1555 – Get your financial x-ray Text DEALS to 844.447.1555 – Find off-market investment opportunities Follow @officialmattya on social Visit Shop.MillionaireMindcast.com – Mindset, Money & Motivation gear Want to mastermind in Napa with top real estate investors? Text NAPA to 844.447.1555 to claim your seat (limited spots)

In an era defined by unpredictable trade tensions, the semiconductor industry finds itself at the epicenter of economic and geopolitical uncertainty. This episode unpacks insights from The Future of Commerce, exploring why traditional manufacturing strategies are no longer enough—and how leading firms are responding.From multi-tiered supplier networks to AI-driven modeling tools, companies are rethinking how they build, plan, and respond. And it's not just about survival. With the right tech stack and strategic foresight, some firms are turning disruption into competitive advantage.What You'll Learn in This Episode:Why Tariff Strategies Alone Fall ShortWhy moving chip production isn't fast or simpleHow geopolitical volatility outpaces long-term planningThe Case for Flexible, Multi-Path Supply ChainsBuilding diverse supplier ecosystems beyond single-threaded modelsUsing predictive tools to identify optimal sourcing routesThe Role of Data Integration and AIConnecting finance, procurement, planning, and logistics for real-time agilityHow generative AI helps generate adaptive strategies, not just dashboardsHow Scenario Modeling Guides Strategic Capacity InvestmentsWeighing factory builds, incentives, and tariff scenarios in places like India and the U.S.When doing nothing—or delaying—might actually be the smartest moveKey Takeaways:Tariff uncertainty is now a constant—not an exceptionSupply chain resilience is built on optionality, not just redundancyIntegrated systems and predictive analytics give companies speed, visibility, and confidenceAI and scenario modeling help firms shift from reactive decisions to proactive strategyIn today's global economy, preparation is power—and data is the advantageSubscribe to our podcast for expert insights on supply chain resilience, global trade trends, and intelligent commerce. Visit The Future of Commerce for data-backed research on how businesses can adapt to disruption and thrive. Share this episode with business strategists, procurement teams, and anyone navigating complexity in global manufacturing.

Daniel looks back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to use tariff to secure this supply chain. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Deutschland kriegt 300 Milliarden. Rheinmetall & Salzgitter kriegen Rüstungsaufträge. Porsche hat Problem. Samsung auch. SK Hynix & Micron freut's. Shein goes Hongkong, Rishi Sunak goes Goldman. KI-Entwickler goes Meta. ASML in klein? BE Semiconductor (WKN: A2JLD1) könnte das sein. Worauf soll man im zweiten Halbjahr setzen? Grundsätzlich gilt: Breit gestreut, nie bereut. Besonders spannend könnte aber die Industrie sein - Schneider (WKN: 860180), ABB (WKN: 919730), Siemens (WKN: 723610). Und besonders heiß dürfte weiter Rüstung sein. Diesen Podcast vom 09.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Singapore shares rose today as investors mull new tariff threats by US President Donald Trump. The Straits Times Index was up 0.23% at 4,056.99 points at 11.31am Singapore time, with a value turnover of S$490.29M seen in the broader market. In terms of counters to watch for today, we have OCBC and Great Eastern, given how the insurer will resume trading after a vote for it to be delisted fell through at its extraordinary general meeting yesterday. Elsewhere, from Trump’s latest comments to impose a 50 per cent tariff on imported copper, to China’s producer deflation deepening to its worst level in almost two years in June – more international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kenneth Goh, Director, Private Wealth Management, UOB Kay Hian.See omnystudio.com/listener for privacy information.

Daniel discusses the strategical importance of semiconductors, and looks at the fragmentation of the supply chain. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

(0:00) Intro(1:30) About the podcast sponsor: The American College of Governance Counsel(2:16) Start of interview(3:09) Jack's origin story(4:11) The Accounting Foundation. His time at PriceWaterhouse (1987-1992)(5:45) His Startup/Executive Journey. Electronics for Imaging => Apptitude => NetRatings => Atheros => Qualcomm(12:15) Transitioning to Board Service. His start with Silicon Labs (2013)(12:26) His time as CFO at GoPro (2014-2016)(13:55) His focus on boards since 2016 (~10 public boards, ~15 overall since)(14:41) Differences between public and private company board service.(18:55) The Current IPO Landscape plus staying private for longer vs going public.(24:45) Founder Dynamics in Governance and the Dual-Class Share Debate. "In general, I don't like dual-class shares (...) I blame the banks for this." His experience at Casper and ThredUp. "I don't believe in sunset provisions above 7 years. Frankly, I think 3 years is long enough"(32:10) Navigating Shareholder Activism. His experience with Mellanox (sold to NVIDIA for $6.9B) and Box (won proxy fight).(37:27) His support for Classified Boards(40:27) AI and Semiconductor Future. His board position at NatCast, a non-profit entity designated to operate the National Semiconductor Technology Center (NSTC) by the Department of Commerce. Reference to his TEDx talk: "Why Technology is Not Silicon Valley's Real Innovation" (2016)(48:40) Geopolitical Challenges in Tech(53:04) The Importance of Risk Planning by the board (downside plans, "defcon processes", etc)(54:54) Books that have greatly influenced his life:The Goal, by Eliyahu M. Goldratt (1984)Good to Great, by Jim Collins (2001) (55:49) His mentors:Chuck Robel, from Price WaterhouseIrwin Federman, the Chairman of MellanoxBill Elmore, Founder Foundation CapitalAndy Rappaport, August Capital(57:39) Quotes that he thinks of often or lives his life by.(59:12) An unusual habit or an absurd thing that he loves.(01:00:41) The living person he most admires.Jack Lazar has more than 30 years of Silicon Valley experience with a focus on finance and operations. He currently serves on the boards of Astera Labs (ALAB), Box (BOX), GlobalFoundries (GFS), and Resideo (REZI). He also consults with a variety of private companies, including Tonal, where he is chair of the board.  You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Dan is joined by Sam Presley, technical product manager at Nordic Semiconductor. With a background in electronics engineering, embedded firmware development and consumer products development, his current areas of expertise are hardware and software for IoT applications, with a special focus on enabling product manufacturers… Read More

In this episode of Digitalization Tech Talks, Jonas Norinder and Don Mack are joined by special guest Attila Lengyel, Senior Director of Corporate Research at Intel. They will have a fascinating conversation about the future of chip manufacturing and how digitalization is transforming fabs from the inside out.From AI-powered robots roaming factory floors to the power of digital twins and modular system design, Attila shares how Intel is tackling the rising cost and complexity of semiconductor production. You'll hear insights on future-proofing fabs, setting bold digitalization goals, and building a blueprint for smarter, faster, and more efficient manufacturing.Whether you're deep in the world of semiconductors or just curious about how digital transformation is reshaping high-tech industries, this episode is packed with forward-thinking ideas and practical takeaways.Show Notes:LinkedIn (Million Podcasts): The Top 10 Industry 4.0 Podcasts of 2025 (https://sie.ag/4zaCid)Press release (Intel): Chip roams intel factories (https://sie.ag/2mo18d)Press release (Intel): Siemens and Intel to Collaborate on Advanced Semiconductor Manufacturing (https://sie.ag/4wGmpc)Video (Siemens): Siemens x Intel: Driving the 10x Moonshot Mission for Autonomous Factories by 2030 (https://sie.ag/34Wmrq) [DM2] Article (Siemens): Driving value with the digital twin (https://sie.ag/4fe8Ep)Video (Siemens): Accelerate smart semiconductor manufacturing (https://sie.ag/9e85f) Ad Link:Smart, secure and sustainable semiconductor manufacturing operations (www.usa.siemens.com/semi) Contact us:Attila Lengyel LinkedIn (https://www.linkedin.com/in/lengyelattila/) Don Mack (mack.donald@siemens.com)Jonas Norinder (jonas.norinder@siemens.com)

In this conversation, Jay Goldberg and Professor John Metzler discuss the current state and future prospects of the Japanese semiconductor industry, focusing on key players like TSMC and Rapidus. They explore insights from Metzler's recent trips to Japan, the challenges of talent acquisition, and the broader implications for global semiconductor competition. The discussion highlights the unique approaches being taken in Japan, including the integration of AI and photonics, and the importance of a sustainable business model for new ventures in the semiconductor space.

Kevin Mahn shares his thoughts on the market's record-breaking first half of the year. He believes the current rally may actually be short-lived, citing potential legislative headwinds, trade tensions and the Fed's interest rate decisions as possible sources of concern. Mahn expects 2 rate cuts by year-end, but warns that a delayed response could exacerbate economic slowdown. For the back half of the year, he's bullish on aerospace and defense stocks, particularly Northrop Grumman (NOC), Boeing (BA), and RTX Corp (RTX). Mahn also says to watch for A.I. plays outside of semiconductors, instead pointing to data centers, cooling solutions and utilities. ======== 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

Derek Moore is joined again by Spencer Wright from Halbert Wealth to talk about the market breaking out to another all-time high and how hated a rally this is. Then they discuss semiconductors finally catching up to their only July 2024 highs. Then they talk about Chamath Palihapitiya's criticism of Apple and a Bloomberg report that Apple had talks about buying AI company Perplexity. Finally, some odds and ends like whether oil prices on an inflation adjusted basis are lower than in the 1970s and whatever else we covered.    Back to all-time highs Semiconductors finally join the party Chamath Palihapitiya's criticism of Apple  Bloomberg report that Apple had talks about buying AI company Perplexity  Crude oil inflation adjusted price Is this still a hated rally by the street? Odds and ends     Mentioned in this Episode   Bloomberg article talking about Apple potentially buying Perplexity   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com   

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Introduction to Micron and Its Industry Position(01:43) Micron's Recent Earnings and Market Insights(02:27) AI and Data Center Growth Impact on Micron(08:44) Automotive and Industrial Market Recovery(11:06) CapEx and Future Outlook for Micron(14:14) Conclusion and Market Implications #micron #hbm #hbmmemory #nvidia #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Micron

In this episode of Digitalization Tech Talks, Jonas Norinder and Don Mack are joined by special guest Attila Lengyel, Senior Director of Corporate Research at Intel. They will have a fascinating conversation about the future of chip manufacturing and how digitalization is transforming fabs from the inside out.From AI-powered robots roaming factory floors to the power of digital twins and modular system design, Attila shares how Intel is tackling the rising cost and complexity of semiconductor production. You'll hear insights on future-proofing fabs, setting bold digitalization goals, and building a blueprint for smarter, faster, and more efficient manufacturing.Whether you're deep in the world of semiconductors or just curious about how digital transformation is reshaping high-tech industries, this episode is packed with forward-thinking ideas and practical takeaways.Show Notes:LinkedIn (Million Podcasts): The Top 10 Industry 4.0 Podcasts of 2025 (https://sie.ag/4zaCid)Press release (Intel): Chip roams intel factories (https://sie.ag/2mo18d)Press release (Intel): Siemens and Intel to Collaborate on Advanced Semiconductor Manufacturing (https://sie.ag/4wGmpc)Video (Siemens): Siemens x Intel: Driving the 10x Moonshot Mission for Autonomous Factories by 2030 (https://sie.ag/34Wmrq) [DM2] Article (Siemens): Driving value with the digital twin (https://sie.ag/4fe8Ep)Video (Siemens): Accelerate smart semiconductor manufacturing (https://sie.ag/9e85f) Ad Link:Smart, secure and sustainable semiconductor manufacturing operations (www.usa.siemens.com/semi) Contact us:Attila Lengyel LinkedIn (https://www.linkedin.com/in/lengyelattila/) Don Mack (mack.donald@siemens.com)Jonas Norinder (jonas.norinder@siemens.com)

Edge AI is evolving fast - but how do we accelerate the path from development to deployment, and get real products into users' hands sooner? Welcome to the Edge of Tomorrow - The Edge AI Debate, our brand new spin off series on The IoT Podcast in collaboration with the ‪ @edgeaifoundation  bringing together the leading minds in Edge AI for debates and discussions on the biggest challenges, opportunities, and emerging trends shaping the future of Edge AI. In this episode, host Pete Bernard (CEO, EDGE AI FOUNDATION) sits down with Rajesh Subramaniam (Founder & CEO at EmbedUR Systems) and Reza Kazerounian (Founder & President at Alif Semiconductor) to tackle one of the most pressing questions in the space:How do we accelerate getting Edge AI products to users - and close the gap between innovation and deployment? From chip design to software pipelines, product cycles to killer apps, this episode dives deep into the real-world friction between building cutting-edge Edge AI and actually commercialising it. Expect thoughts on...

Designing wearables with integrated AI /ML just got one step easier with Nordic Semiconductor's acquisition of Neuton.AI. While the two companies had already been working together, you can expect a lot more integration between Nordic's MCUs and the very low-power AI IP that Neuton.AI has become famous for. On this week's Embedded Executives podcast. I spoke to Øyvind Strom, the EVP of Nordic's Short-Range Business Unit. He explains why a developer should sit up and take notice, and what the design community can expect from this powerful combination down the road.

In this episode of Trending in Education, Mike Palmer hosts Charles Beyrouthy, Managing Partner at Forma Prime, a venture capital firm, to explore the exciting intersection of deep technology and the future of education. We dive into the profound shifts happening in our world, from the cutting-edge advancements in quantum computing, new sensor technologies, and cybersecurity, as well as the impact of generative AI on all of this. Key Takeaways: Charles Beyrouthy's Journey: Charles shares his fascinating career path, from studying chemical engineering and biochemistry at UMass Amherst to accidentally falling into chemical engineering, working in microfluidics research, and eventually transitioning into oil and natural gas consulting before founding a lab software startup called LabCloud. The Boston Biotech Ecosystem: We discuss Boston's rise as a biotech hub, examining how VC firms like Flagship and Polaris provided not just funding but also operational support, placing executives and consultants to bridge the gap between IP-centric research and commercialization. This transformation was fueled by institutions like MIT, Harvard, and Boston University, and supported by a robust supplier base. Deep Tech Investment Landscape: Charles explains Forma Prime's focus on deep tech, particularly semiconductors, and why this sector sits uniquely between SaaS (low IP moat, high market following) and biotech (high IP moat, long regulatory cycles). Semiconductors offer a high IP moat, a low regulatory environment, and massive implementation potential. Quantum Technology & Its Applications: We delve into quantum computing, moving beyond the theoretical to discuss real-world applications like quantum GPS that don't rely on satellites and the system on the International Space Station which uses room-temperature neutral atom technology developed by Infleqtion. We also touch upon other use cases like quantum radio frequency technology and quantum GPS timekeeping for synchronization. Q Day and Cybersecurity: We also explore the concept of "Q Day" – the hypothetical point where quantum computers could break conventional encryption. While Charles believes conventional encryption standards like RSA 256 are still robust, he acknowledges the need for continued research and government support for quantum encryption. Gradient Technologies, a Forma Prime portfolio company, is pioneering hardware-authenticated access to enhance cybersecurity. Challenges in Academia and Industry Alignment: A critical theme is the disconnect between academia and entrepreneurial activity in the private sector. Charles advocates for better alignment in curricula, teaching styles, and practicums to ensure graduates emerge work-ready. He also emphasizes the need for professors to upskill in emerging technologies and for academia to prioritize practical application and societal value over purely academic pursuits. The Semiconductor Workforce Crisis: Charles issues a powerful call to action regarding the urgent need for skilled technicians and engineers in the US semiconductor industry. He highlights that we need at least 35,000 technicians for new fabs and urges educators to step forward to develop practical training programs to address this. This is a must-listen for anyone interested in the bleeding edge of technology and its implications for our future. We unpack complex topics like quantum computing and its real-world applications, offering a clear and accessible overview. We also engage in a timely discussion about the critical role of education in preparing the next generation for a rapidly evolving technological landscape, highlighting both the challenges and opportunities for collaboration between academia and industry. Don't miss it! Subscribe wherever you get your podcasts. Video versions are available on YouTube and Spotify.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing.

Kevin Green dissects today's options expiry event, pointing to the reasons why it may impact trading ranges from morning to afternoon expirations. KG's looking at $6050 as pin-risk area for Friday's trading session, as S&P 500 (SPX) opens near the $6000 level. Later, he looks at the technical setup for PHLX Semiconductor Index (SOX) which could be poised for an outbreak based off of several bullish indicators. Then, Kevin assesses individual stock moves in Circle (CRCL), Darden Restaurants (DRI) and Kroger (KR).======== 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

Geopolitics is now measured in Nanometers. Anything with a battery or a plug has a semiconductor inside. But these chips aren't just tech anymore, they're shaping who becomes the next Superpower.In the 1980s, India was just two years behind the world in semiconductors. Today, we're 12 generations behind. What went wrong?India's top semiconductor expert, Raja Manickam, returns to The Neon Show to break it all down.We discuss how the U.S. lost the chip race it started, China's strategic rise, and how one visionary turned Taiwan into the most valuable island in the world.Raja Manickam dives into what the $10B India Semiconductor Mission is getting right and where we may fall behind. He explains why

During this episode, Santosh is joined by Michael Murray, Senior Director, Global Supply Chain Management at DSV Inventory Management Solutions. Michael discusses the complex semiconductor supply chain landscape and explores critical topics such as the Section 232 trade investigation, challenges of onshoring, and strategies for managing inventory amid global trade tensions. He also emphasizes the importance of transparency, strategic partnerships, and creative solutions like consigned inventory to balance supply risk and cost efficiency. Key takeaways include the need for closer collaboration between suppliers and manufacturers, adapting to changing trade policies, and viewing supply chain relationships as strategic partnerships rather than transactional interactions. The conversation provides insights into how semiconductor companies are navigating national security concerns, tariff challenges, the evolving global manufacturing environment, and so much more. Highlights from their conversation include:DSV Inventory Management Solutions Overview (0:58)Michael's Background and Career Journey (2:26)Section 232 Investigation Explained (3:44)Trade War and Near-Term Disruptions (5:11)Trade Compliance and Coding (7:49)Cost vs. Control in Sourcing (10:38)Balancing Lean and Resilient Inventory (13:01)Strategic Partnerships and Trust (17:26)Macro View: Future of Supply Chains & Trade Policy (18:08)This or That Segment and Parting Thoughts (19:59)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 16th. --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its operating system and the implications for developers, as well as AMD's performance and its competitive stance against Nvidia. The conversation also highlights the importance of networking in AI infrastructure and the evolving business models in the AI space.

Derek Moore examines markets around historical geopolitical events. Plus, the 2020s are trending to be the most volatile decade and by the way we are up over 80% so far. Then, looking at the pop in gold and crude oil this week and perspective on where those markets are. Plus, a contrarian take that housing is actually cheap. Later talking semiconductor stocks, the US dollar index, inflation, and useless sentiment surveys.   1-year forward inflation expectations U-Michigan survey Sentiment gets better Gold breaks out of its most recent range while crude oil breaks back into its prior range US Dollar bearishness is the prevailing opinion so is it too crowded of a view? Semiconductors 40%+ off the bottom but still sideways since their all-time high in July 2024 Markets 1-year later after geopolitical events Will the 2020s have the most 1% +/- days ever? S&P 500 Index earnings expectations forward 12 months update Price per square foot US Housing National average Is housing cheap when considering adjustments for inflation and average square footage?   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com         

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.Join us on Discord with Semiconductor Insider, sign up on our website: https://www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formWatch:https://youtu.be/CeXwakZy5r8https://youtu.be/EpJtJNsQPughttps://youtu.be/webbcQm78G4*****************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #besi #besemiconductor #chipmanufacturing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Spotlight on BE Semiconductor(02:29) Understanding the Semiconductor Industry(03:22)The Fab Five and Market Dominance(05:10) Advanced Packaging: The Future of Semiconductors(06:57) BESI's Investor Day Highlights(15:29) Financial Projections and Market Position(19:30) Conclusion and Final ThoughtsNick and Kasey own shares of Applied Materials

In today's episode, Kip breaks down the latest market action following heightened geopolitical tensions between Iran and Israel. Kip explores how historical patterns play out when global conflicts arise, explaining why bullets often create unexpected buying opportunities in the stock market. He highlights the remarkable comeback of major indices after Friday's drop, the dominant leadership of semiconductors, and why he believes we're seeing the start of a powerful bull run reminiscent of previous market rallies.

The semiconductor market is a major part of the modern economy. Since these chips power our daily activities and make up a large part of financial indices, we discuss some important factors to understand when exploring the sector for investment.

Section 232 comments on pharmaceutical and semiconductor investigations are available for review. Listen for more on Two Minutes in Trade. 

Semiconductor stocks are surging, helping fuel the market melt up, while bitcoin reapproaches last-month's all-time high. Are new records in store for the spaces? And, an exclusive interview with Insmed CEO after the stock's rally on positive trial results. Plus, McDonald's shares down 7 days in a row, as the Wall Street downgrades pile up. The Fast Money traders put the new menu additions to the test.Fast Money Disclaimer

In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the growth of the semiconductor segment, the challenges in ASIC development, and the innovations in networking with the introduction of Tomahawk 6. The conversation also highlights the increasing importance of storage solutions in AI applications and anticipates upcoming events in the tech world.

Angelo Zino says Broadcom (AVGO) historically gives conservative guidance and expects the company to exceed its earnings. However, he believes there is upside potential in the company's semiconductor business saying the growth potential over the next 2-3 years is "underestimated." Angelo discusses AVGO's "frenemies" status with fellow tech companies like Nvidia (NVDA) and AMD (AMD). Later, Tom White provides a pair of example options strategies in AVGO.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

In today's episode, Kip breaks down a deceptively quiet day in the markets, revealing that there's actually a lot happening beneath the surface. Kip zeroes in on the powerful leadership of the semiconductor sector, explaining why this group is the ultimate indicator for market direction and what its current strength means for investors.

In this episode, host Reese Tisdale is joined by Bluefield Senior Analyst Amber Walsh, who shares insights from her latest research on the growing water demands of high tech. With billions in investment flowing into semiconductor fabs and data centers, these sectors are becoming major players in the water space—and are quietly reshaping infrastructure strategy from the ground up. Bluefield's water experts unpack key trends, including: The increasing reliance on ultrapure water and advanced reuse systems in next-gen semiconductor manufacturing. How the rise of artificial intelligence is intensifying thermal loads, forcing data centers to adopt more water-intensive cooling technologies—and driving new investment in water management. The emergence of Water-as-a-Service models and public-private partnerships, as firms like Intel, Microsoft, and Amazon Web Services rethink how they finance and manage water infrastructure. This episode offers a clear view of how data centers and semiconductor fabs are becoming central to the conversation around water strategy—and why utilities, investors, and vendors should be paying close attention. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030 Investment Pours into Spain Data Centers

In this conversation, Jay Goldberg and Austin Lyons discuss Nvidia's recent earnings report, the future of AI and inference, and the dynamics of the AI market, including the impact of China on Nvidia's revenue. They explore the differences between consumer and enterprise workloads, the role of financing in AI server sales, and the challenges of realizing ROI from AI investments. The discussion also touches on real-world applications of AI in business and the future of AI integration in consumer products.

Our guest today is Grant Amacher, a distinguished graduate of Electrical Engineering from the University of Utah. With over 30 years of executive leadership at Intel Corporation, Mr. Amacher brings a wealth of expertise in the advanced semiconductor and chip industry. Before his tenure at Intel, he served as a lead engineer at EDO Corporation (now part of L3 Harris), where he contributed to the design of navigation and communication systems for U.S. military satellites, aircraft, and submarines. As a subject matter expert, Mr. Amacher offers invaluable insights into the potential implications of a Chinese invasion of Taiwan on the global advanced technology industry and its significant impact on U.S. military operations. Listen as Mr. Amacher discusses Taiwan's critical role in global semiconductor manufacturing, the strategic importance of advanced chips to U.S. military systems, and the broader implications of a potential Chinese invasion of Taiwan. How would such a conflict impact U.S. defense capability? What challenges does the U.S. face in building domestic chip production? And how does the race for artificial intelligence intersect with the national security strategy? Learn all this, and more, in this episode of In the Interest of National Security. 

With the Indo-Pacific an increasingly volatile region, successive U.S. administrations have sought to shift semiconductor manufacturing back to the Western Hemisphere in general and United States in particular. However, a push to shift the balance of semiconductor production away from Asia also creates opportunities for Mexico, which could be well-positioned to complement the United States' industrial policy as well as grow its own microelectronics industry. In this episode, Ryan C. Berg sits down with Jesús Silva Elizalde, Associate Director of ITSI Program Operations at Arizona State University and a Research Fellow with the U.S.-Mexico Foundation. Together, they discuss the state of U.S.-Mexico semiconductor cooperation, and Mexico's strategy to further develop its chips industry. They also unpack the ways in which tensions between the two countries risk undermining the potential for increased semiconductor supply chain security, and what the Sheinbaum and Trump administrations can do moving forward.

In this episode, Ben Bajarin and Jay Goldberg discuss the major highlights from Computex, including the dominance of AI, NVIDIA's strategic positioning, and the implications of geopolitical factors on the tech industry. They also delve into Google's recent innovations at I/O, the challenges of monetizing AI, and the evolving landscape of consumer AI experiences. The conversation wraps up with insights on edge computing and the competitive dynamics in China's AI market.

The United States and China reached a 90-day truce in the trade war when their representatives met in Geneva in early May. Both sides agreed to temporarily roll back tariffs and non-tariff trade barriers. President Trump announced that a “total reset” in US-China relations had been achieved. Beyond the hyperbole, the two sides agreed to establish a mechanism on economics and trade and launch negotiations to address trade imbalances and other problems. Whether a deal is reached, what it might look like, and what it might include, remains to be seen. The future trajectory of US-China relations, overall, is still unclear.This episode highlights a Chinese perspective on the US-China bilateral relationship, including on the recent trade talks and the factors that will influence US-China relations going forward. Sun Chenghao, a fellow and head of the U.S.-Europe program at Tsinghua University's Center for International Security and Strategy (CISS), and council member of the Chinese Association of American Studies joins host Bonnie Glaser for this episode.  Timestamps[00:00] Start[01:39] What does Trump want from China? [04:29] What view does Dr. Sun hold?[05:00] Assessing the US-China Geneva Talks[09:21] Feasibility of a Broad US-China Trade Deal[13:23] Implications of Trump's “Unification” Comment[16:46] Importance of the Strategic Channel[20:47] Declining America, Rising China[23:27] Shift in US Policy Toward Alliances[27:49] The Future of US-China Relations

#285th for 22rd May, 2025 or 3311! (33-Oh-Leven, not Oh-Eleven, OH-Leven)http://loosescrewsed.comJoin us on discord! And check out the merch store! PROMO CODEShttps://discord.gg/3Vfap47ReaSupport us on Patreon: https://www.patreon.com/LooseScrewsEDSquad Update: War in Darahk and other placesMiola's a slow moving car wreckWe're in 230 star systems controlling 64Find out more in our discord, though Broken BGS means not a lot to do without getting frustrated, or laughing like a crazy person…or bothPowerPlay Update: - Cycle 29 - Niceygy's Power Points - https://elite.niceygy.net/powerpointsFind out more in the LSN-powerplay-hub forum channel.Galnet Update: https://community.elitedangerous.com/Alliance Assembly Votes to End Sirius Defence PactTrading Blocs Compete in Alliance SpaceMahon vs. Kaine - Deliver Synthetic Fabrics, Semiconductors, and Ceramic Composites toe Winiama (Mahon) or Apura (Kaine) - Participation wins you system/engine focused double engineered  power distributors of the 6A/4A/3A/4D/3D varieties - with another set for picking a winner and being in the top 75%. Merits and Banners if you're pledged.What might a double engineered power distributor look like?CategoryEngine FocusedSystem FocusedTotalWeapons capacity-15-15-30Weapons recharge-5-15-20Systems capacity-156045Systems recharge-154429Engines capacity60-1545Engines Recharge44-539Dev News: 

Lennart Heim, a researcher and information scientist at RAND Corporation, joins Azeem Azhar to unpack a provocative claim: China is catching up with US AI capabilities, but it doesn't matter. Timestamps: (00:00) Episode trailer (01:19) Lennart's core thesis (03:26)   Why compute matters so much (07:31)  The investment split between model R&D and model execution (11:18)  How test-time compute impacts costs (16:14) The geopolitics of compute (21:32) Why does the U.S have more compute capacity than China? (25:01)  The trade-off between economic needs and national-security needs (31:54)  How technology change might shift the battlegrounds (35:33)  Dealing with compute and power concentration (48:19)  Concluding quick-fire question  Lennart's links: Twitter/X: https://twitter.com/ohlennartPersonal blog: https://heim.xyz/Azeem's links:Substack: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azharTwitter/X: https://x.com/azeemThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through Exponential View on Substack. Produced by supermix.io and EPIIPLUS1 Ltd