Podcasts about semiconductors

Hamas says it's prepared to coordinate to deliver aid to hostages it holds in Gaza after a videos showing captives drew sharp criticism. A top Trump aide accuses India of financing Russia's war in Ukraine – what went wrong with trade negotiations? Plus, Taiwan cultivates young overseas talent to meet a shortage in the semiconductor industry.  Find today's Recommended Read here. Sign up for the Reuters Econ World newsletter ⁠⁠⁠here⁠⁠⁠. Listen to the Reuters Econ World podcast ⁠⁠⁠here⁠⁠⁠. Visit the ⁠⁠⁠Thomson Reuters Privacy Statement⁠⁠⁠ for information on our privacy and data protection practices. You may also visit ⁠⁠⁠megaphone.fm/adchoices⁠⁠⁠ to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings reports from major tech companies, exploring themes of market dynamics, investment in AI, and the implications of CapEx spending. They delve into the concept of whether we are in a bubble, the challenges of monetizing AI, and the competitive landscape among tech giants like Google, Meta, and Amazon. The conversation also touches on the potential disruption from Apple in the search market, the role of Nvidia in AI, and the future of companies like Qualcomm and Arm in a rapidly evolving tech environment.

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

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

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

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

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

Guest: Sanjeev Kumar, Co-Founder & CEO, Logic Fruit TechnologiesThis conversation is part of our MSME DAY 2025 series, in which we bring data-backed insights, trends, ground realities and actionable guidance for MSMEs and entrepreneurs from key industry voices. In this episode we dive into India's semiconductor sector through the lens of an MSME founder shaping the deep-tech ecosystem.Sanjeev Kumar, CEO of Logic Fruit Technologies — one of India's leading engineering R&D-focused MSMEs — shares hard-hitting insights, market challenges, and sector-level policy perspectives.Timestamp 00:00:00 Introduction – Sanjeev Kumar & Logic Fruit Technologies 00:01:38 Key Trends in India's Semiconductor Space 00:02:45 Role of Indian MSMEs in Global Semiconductor Value Chain 00:04:02 Challenges Faced by High-Tech MSMEs in Scaling Up 00:06:20 Impact of PLI Schemes on MSMEs in Design-Led Semiconductor Space 00:07:42 Are MSMEs Getting Vendor Opportunities Under New Schemes? 00:08:25 Global MSMEs Entering India for Semiconductor Services? 00:09:17 Policy and Ecosystem Changes Needed to Support Semiconductor MSMEs 00:13:33 Final Thoughts – Will Indian Firms Become Key Clients for Indian MSMEs?Send request for Insight Booklet:https://wa.me/918097665085 Host: Tripti Sharma Founder, MSME TALK® | Executive Coach LinkedIn: https://www.linkedin.com/in/tripti-sharma-/ About MSME TALK®: MSME TALK® is a unique platform that serves as a hub for knowledge, information, connections, and curated content. It bridges the gap between MSMEs, experts, and solution providers by offering data-driven insightful conversations that help businesses grow.• What support you need in business, help us know to get relevant Expert, Product, Services and Content for you. https://forms.gle/P7eb5xuJeERKxn6V6 • Do you provide Services or Products to MSMEs/ Startups: https://bit.ly/ListingonMSMETALK Stay Informed with MSME TALK® • Newsletter: https://msmetalk.com/subscription-alert/ • WhatsApp Channel: https://whatsapp.com/channel/0029VbAPTDw7dmeSLWrYD1t3 • YouTube Channel: https://www.youtube.com/@msmetalkMSME TALK Podcast enters Peak Ranking Chart of 20+ Countries in the Apple Podcast Country Entrepreneurship Category. WhatsApp : Send hi - https://wa.me/918097665085 LinkedIn Facebook Instagram Twitter Website Contact us : connect@msmetalk.comClick to All Social Media , Podcast etc links at one place Please give your rating and reviews on apple podcast or Spotify

The conversation explores the implications of a potential TSMC monopoly in the semiconductor industry, discussing the risks it poses to pricing, innovation, and competition. The speakers emphasize the need for strategic decisions among semiconductor companies and the importance of considering commercial solutions to mitigate the risks associated with a monopoly.

- U.S. Hits EU Cars With 15% Tariffs - Audi Blames Trump Tariffs for Profit Plunge - U.S. DC Fast Chargers Installed at Record Pace - Tesla Plans Chauffeur Service with Human Driver in California - Tesla and Samsung Sign Chip Deal  - New Spy Shots of Tesla's Cheaper Model Y - BYD Execs Can't Travel to India - Carmakers in China Face Widespread Consumer Complaints - Stellantis Hires New Head of Design for Europe

- U.S. Hits EU Cars With 15% Tariffs - Audi Blames Trump Tariffs for Profit Plunge - U.S. DC Fast Chargers Installed at Record Pace - Tesla Plans Chauffeur Service with Human Driver in California - Tesla and Samsung Sign Chip Deal  - New Spy Shots of Tesla's Cheaper Model Y - BYD Execs Can't Travel to India - Carmakers in China Face Widespread Consumer Complaints - Stellantis Hires New Head of Design for Europe

In this episode, we delve into the dynamic world of the US semiconductor industry, exploring recent developments, geopolitical tensions, and the impact of AI on chip manufacturing. From export controls to strategic acquisitions, discover how these factors are shaping the future of technology and the global balance of power. Join us for an insightful analysis of the industry's current state and its implications for AI supremacy.Try AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutYouTube Video: https://youtu.be/x-g6RLVUe1sChapters00:00 Overview of the US Semiconductor Industry01:47 Key Developments in Semiconductor Regulations03:27 Intel's Challenges & Strategic Changes06:07 Nvidia's Market Position & Export Challenges09:07 Recent Trends & Future Outlook for AI Chips

פרק מספר 498 של רברס עם פלטפורמה, שהוקלט ב-22 ביולי 2025 - חם טילים בחוץ, עדיין מחפשים (גם בבריכה) רעיונות נחמדים ופחות שגרתיים לפרק 500, ואורי ורן מארחים את ניב מחברת Hailo ומדברים על חומרה ומודלים בקצה.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipPrevious work on TSMC and capex spend:https://youtu.be/V2nMOabIc2c********************************************************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. #tsmc #tsm #taiwansemiconductormanufacturing #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) Correction on ASML High NA EUV Pricing(00:56) Taiwan Semiconductor Manufacturing (TSMC)(02:17) TSMC's Global Expansion and ASML Partnership(03:00) TSMC's Financial Overview(05:24) TSMC's Market Performance and Growth Drivers(07:44) TSMC's Capital Expenditures and Financial Health(08:51) Future Outlook and ConclusionNick and Kasey own shares of TSM

For decades, fusion energy has been the promise that never arrives—always twenty years away. Despite billions poured into tokamaks, inertial confinement, and plasma reactors, the finish line keeps moving. But what if the answer was never in extreme heat... but in solid metal at room temperature?In this explosive episode, we sit down with NASA researcher Lawrence Forsley to explore lattice confined fusion—a revolutionary approach that produces nuclear fusion inside metal lattices using just five volts. No reactors, no plasma, no fire. It's a direct descendant of the infamous 1989 "cold fusion" press conference by Fleischmann and Pons, which the scientific establishment mocked and buried for decades. But now, the experiments are more precise, the physics more refined, and the implications more profound. Because if fusion at room temperature is real, everything changes—energy, propulsion, even our understanding of stars.PATREON https://www.patreon.com/c/demystifysciPARADIGM DRIFThttps://demystifysci.com/paradigm-drift-show00:00 Go! Introduction to Lattice Confined Fusion 00:05:59 – Why Fusion Is Always 10 Years Away 00:12:02 – Plasma Instability and Centrifugal Mirrors 00:17:31 – Tritium, Lithium, and Fusion Fuel Supply 00:20:15 – Lessons from Flight and Semiconductors 00:23:14 – Skepticism and Investment Bias in New Tech 00:26:12 – The Long Road to Transistors 00:28:12 – Fusion Weapons and Strategic Research 00:31:39 – Tokamaks and Magnetic Confinement 00:35:40 – Energy Efficiency and Charge Screens 00:39:24 – Superconductors vs. Neutron Radiation 00:43:00 – Cold Neutrons and Fusion Possibilities 00:45:02 – Cold Fusion: Controversy and Skepticism 00:46:24 – Early Experiments and Anomalous Heat 00:49:32 – Tritium Without Neutrons? 00:52:45 – The Cold Fusion Press Conference Fallout 00:57:00 – Explosions, Risks, and Lab Disasters 01:02:40 – Advances in Lattice Confinement 01:06:36 – Fusion in the Cosmos and the Lab 01:09:08 – Webb Telescope and Electron Screening 01:12:00 – Three Types of Electron Screening 01:15:37 – Experimental Techniques in Screening 01:20:05 – Does This Require New Physics? 01:24:51 – Replication Problems in Nuclear Research 01:30:01 – The People Who Shaped the Field 01:33:35 – Richard Garwin and IBM Experiments 01:38:07 – Outdated Tech and Compatibility Nightmares 01:42:00 – Early Atomic Bomb Experiments 01:43:09 – John Heisinger and Cross-Section Studies 01:46:39 – Stellar Fusion and Resonance Phenomena 01:51:31 – Fusion and the Supernova Lifecycle 01:54:57 – Condensed Matter in Proto-Stars 01:55:00 – Magnetic Fields and Star Formation 02:00:00 – The Mystery of Earthly Tritium 02:05:00 – Gamma Rays in Fusion Reactions 02:10:00 – Cold Fusion Funding and Credibility 02:15:00 – Publishing Roadblocks and Ethics 02:17:54 – Fraud in Fusion Research 02:20:15 – New LCF Materials and Neutron Output 02:27:21 – Technetium-99 and Medical Applications 02:33:57 – Future of Fusion Energy Systems 02:40:30 – LCF Networking and NASA Collaborators 02:43:00 – Fusion Architecture and Expert Input 02:46:00 – Building Mental Models of Fusion 02:49:00 – Gamma Rays, Stars, and Spectra#fusion , #coldfusion, #nuclearfusion, #nasascience, #futureofenergy, #astrophysics, #plasmaphysics, #tritium, #quantumphysics , #tokamak, #spaceexploration , #deeptech #philosophypodcast , #sciencepodcast, #longformpodcast ABOUS US: Anastasia completed her PhD studying bioelectricity at Columbia University. When not talking to brilliant people or making movies, she spends her time painting, reading, and guiding backcountry excursions. Shilo also did his PhD at Columbia studying the elastic properties of molecular water. When he's not in the film studio, he's exploring sound in music. They are both freelance professors at various universities. All music by Shilo DeLay

July 22, 2025 ~ Alex Jacquez, chief of Policy & Advocacy at Groundwork Collaborative, talks with Chris, Lloyd, and Jamie about Michigan's semiconductor project fell through due to economic uncertainties and fluctuating trade policies.

South Korean export data for the first part of July showed growth, adjusted for differences in working days. Semiconductor sales were strong, and exports to Europe continued to grow. The US habit of taxing its consumers if they buy foreign steel meant exports in that sector were weaker. The data is a reminder that while the US is an important economy, there are other important economies that are not burdening their consumers with additional taxes.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the AI and semiconductor industries, focusing on Nvidia and AMD's approval to sell modified chipsets to China, the political dynamics influencing these decisions, and the competitive landscape with Huawei. They also analyze TSMC's earnings, the need for infrastructure upgrades to support AI agents, and the implications of Synopsys' acquisition of Ansys. The conversation concludes with a look at Marvell's leadership change and its potential impact on the industry.

#podcast #politics #Progressives #Democrats #Economy #WorkingClass #Tariffs #GovernmentCorruption #Trump #MAGA #Republicans #Genesee #CorporateWelfare #LeftOfLansing Here's the Left of Lansing "Monday Musing" for July 21, 2025. Sandisk Company's decision to reverse course on a planned semiconductor mega site in Genesee County's Mundy Twp. is another harsh example how Trump's tariff scheme hurts Michigan's economy.  But it's not just Trump's tariff scheme that failed Michigan's working class. It's also Michigan's decades-long reliance on corporate welfare, and how it rarely results in a high number of good-paying jobs.  This is what happens when two horrible economic theories collide, and the working class is caught in the middle.  Please, subscribe to the podcast, download each episode, and give it a good review if you can! leftoflansing@gmail.com Left of Lansing is now on YouTube as well! leftoflansing.com NOTES: "Lawmakers respond as Sandisk pulls out of Mundy Township semiconductor project." By Kyle Davidson of Michigan Advance "Michigan loses massive semiconductor plant. Whitmer blames ‘national economic turmoil.'" By Paula Garnder of Bridge Michigan

Chinese hackers use Cobalt Strike on Taiwan's semiconductor sector Salt Typhoon breaches National Guard and steals network configurations Congress considers Stuxnet to manage OT threats Huge thanks to our sponsor, ThreatLocker ThreatLocker® is a global leader in Zero Trust endpoint security, offering cybersecurity controls to protect businesses from zero-day attacks and ransomware. ThreatLocker operates with a default deny approach to reduce the attack surface and mitigate potential cyber vulnerabilities. To learn more and start your free trial, visit ThreatLocker.com/CISO. Find the stories behind the headlines at CISOseries.com.

July 17, 2025 ~ Michigan House Speaker Matt Hall joins Kevin, Lloyd, and Jamie to discuss his meeting at ALEC with Trump's Department of Education secretary, SanDisk's semiconductor plan cancellation for a Michigan plant, and the impact of the Big, Beautiful, Bill on Michigan.

July 17, 2025 ~Kaitlyn Buss, Assistant Editorial Page Editor for the Detroit News discusses the DOJ firing Maurene Comey and the cancellation of a planned manufacturing plant in Genesee County.

July 17, 2025 ~ State Senator John Cherry, joins Marie Osborne after Sandisk Corp. withdrew from the semiconductor project slated for Mundy Twp.

Asian stocks moved lower in the early Wednesday session after relatively tame inflation data failed to ease Wall Street's worries about the impacts of tariffs, with initial rallies in US stocks and bonds sputtering on bets the Federal Reserve will keep rates on hold for now. The S&P 500 retreated after earlier topping 6,300. A gauge of US financial giants sank as Wells Fargo & Co. cut its guidance for net interest income. JPMorgan Chase & Co. dropped even as investment bankers eked out a surprise gain. Citigroup Inc. hit the highest since 2008 on a stock-buyback plan. While short-dated Treasuries led losses, longer maturities also slid - with 30-year yields topping 5%. We get reaction to the day's market action from Chuck Cumello, President and Chief Executive Officer at Essex Financial Services. Plus - Nvidia said late Monday that it received assurances that the US government would allow it to export some chips to China. Advanced Micro Devices, Nvidia's chief rival, quickly followed with a similar announcement. These export license approvals could generate billions of dollars in total revenue for the companies this year — and they mark a dramatic reversal after the Trump administration said the issue wasn't even up for debate. We take a closer look at what it means for the chip sector with Ray Wang, Research Director for Semiconductors, Supply Chain, & Emerging Tech at The Futurum Group. He speaks with Bloomberg's Haidi Stroud-Watts and Paul Allen on The Asia Trade.See omnystudio.com/listener for privacy information.

In this episode of Platemark, Deb Puretz, an IT professional and artist, discusses her journey into the art world and navigating it as an outlier. Deb, originally from California and now based in South Carolina, shares her experiences of making connections, leveraging business skills, and adapting to new technologies in art. She talks about her early career in Hong Kong, the pivotal moments in her art practice, and working with semiconductors to create unique prints. Deb emphasizes the importance of connections, perseverance, and aiding fellow artists. She also touches on the evolving landscape of computer technology's impact on art. Throughout the discussion, Deb highlights key moments and influential people in her career while offering advice on maintaining motivation and seeking opportunities.   Get in touch with Deb here: www.purepuretz.com. Also, Jennifer Roberts' talk about circuitry in prints is here: https://www.youtube.com/@yaleartgallery/videos.   Show me the images!!

“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

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the RISC-V ecosystem, including Global Foundries' acquisition of MIPS and the implications for the semiconductor industry. They also delve into Intel's challenges with its manufacturing processes and the shifting landscape of AI, highlighting the potential for both growth and caution in the current market dynamics.

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. 

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.

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 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   

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

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.

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