Podcasts about semiconductors

The rules of the game have changed. Have you figured out the OB3 playbook?From massive tax credit shifts to permitting bottlenecks and foreign entity restrictions, the so-called “One Big Beautiful Bill” has reshaped the future of clean energy in America. At this year's RE+ 2025, top minds from GoodLeap, Infineon, SEIA, and Wood Mackenzie broke down what OB3 really implicates across solar, storage, and grid infrastructure.Recorded live from the PowerUp Podcast Stage, this episode captures the pulse of an industry in motion. You'll hear how residential solar is pivoting fast, why semiconductor companies are critical to the grid's future, and what's really driving policy conversations in DC.Expect to learn:

In this episode of the RiskReversal Podcast, host Dan Nathan and guest Peter Boockvar, CIO at One Point BFG Wealth Partners, speak with Louis Vincent-Gave, CEO and founder of Gavekal, to discuss the evolving economic competition between the US and China. They explore the impact of past trade embargos, particularly the 2018 semiconductor embargo, and China's response which led to significant industrial advancements. The conversation touches on the implications for global markets, US companies, and the strategic shifts in industrial policy. They also delve into the potential outcomes of continued US-China rivalry, including the growing importance of AI technology, state capitalism, and the future role of the US and China in global trade. The episode highlights the complexities and potential shifts in economic power dynamics and the strategic responses required on both sides. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

This discussion analyzes the evolving landscape of semiconductor networking and custom silicon, anchored by recent updates from Marvell and Broadcom. Ben and Jay review Marvell's Industry Analyst Day, noting the company's strategic pivot toward networking and optical interconnects over pure custom logic. They debate the technical and timeline challenges of shifting AI clusters from copper to optical (fiber) cabling, contrasting Google's proprietary all-optical approach with the broader merchant market. The conversation then moves to Broadcom's recent earnings, dissecting the market's negative reaction to CEO Hawk Tan's low-energy performance, the looming competitive threat of MediaTek at Google, and the complexities of modeling AI revenue. Finally, they close with a year-end review of AI stock performance, highlighting growing capital sensitivity and skepticism regarding the sustainability of current AI infrastructure spending.

Japan's industry ministry said Friday that its affiliated National Institute of Advanced Industrial Science and Technology, or AIST, will establish a research and development base for advanced semiconductors in Chitose, Hokkaido, northernmost Japan.

Fifty years of Semicon Europa set a fitting backdrop for a conversation that feels both celebratory and unsentimental about the state of advanced packaging in Europe. We walk the floor in Munich and pull together a story that spans chemical metrology, panel plating, glass substrates, thermal materials, logistics resilience, and the push from R&D to production—plus a heartfelt goodbye.Dena Mitchell, Nova opens the curtain on chemical metrology for electroplating, showing how bath health drives TSV fill, hybrid bond grain structure, and environmental wins through longer bath life. Sally Ann Henry, ACM Research, explains why horizontal panel electroplating can deliver better uniformity than vertical as panel-level packaging grows. Thomas Uhrmann, EV Group zooms out to the strategy: Europe's strength in pilot lines and research consortia, the urgency to materialize large-scale packaging fabs, and how the EU Chips Act is knitting packaging into every node from photonics to logic.Henkel's Ram Trichur takes on thermals, from kilowatt-class data center processors with backside power delivery to mobile's shift from package-on-package to side-by-side for exposed die cooling, and the heat challenges inside HBM stacks. Comet's Isabella Drolz steps into glass panel territory with TGV inspection at 610 x 610 mm, aligning tools, standards, and timelines toward late-decade ramps. Martin Wynaendts van Resandt explains howLab14 brings agility with direct-write lithography for large substrates and optical interconnect masters—speeding iteration and trimming mask overhead as co-packaged optics advances. Jim Garstka, Shellback Semiconductor, talks about its Hydrozone product that is finding traction in photo mask cleaning.  We also get practical about moving all this innovation: Barry O'Dowd and Robin Knopf, of Kuehne+Nagel, detail how Europe's packaging supply chains remain global, and how sea-air blends can cut cost and time for non-sensitive, high-volume flows while building resilience against disruptions. ASE's Patricia MacLeod, Christophe Zinck, and Bradford Factor tie it together with automotive realities—centralized compute, heterogeneous integration, reliability constraints—and the enduring role of MEMS and sensors to feed the brain of the car.It's a grounded, forward-looking journey through the technologies and decisions that will determine whether Europe turns its R&D leadership into production momentum. Listen for clear takeaways, candid perspectives, and a final toast to the community that made the 3D InCites Podcast possible.If this conversation resonates, follow the show, share it with a colleague, and leave a review to help more listeners find it.Support the show

How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).Show Notes:Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cutDon't Fear AI Bubble, There Will Be WinnersAI Spending Surge, Contrarian Take On Tech StocksEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ken Shreve and Ed Carson walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is no longer just a buzzword. It is transforming industries, from the chips that power computers to the massive data centres behind the scenes. In this episode, we speak with Aadil Ebrahim, Group Head of Equities at Klay, about the impact of AI on semiconductors, GPU competition, and tech stock opportunities. We explore US-China tech relations, including recent Nvidia chip exports to China, the evolving regulatory landscape, and what retail investors should watch in AI hardware supply chains. He also shares insights on memory and logic chip spending, and whether AI-driven productivity gains are already priced into the market or if there is more upside for investors. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

In this episode, Ben and Jay discuss a range of topics including Ben's health update, Amazon's recent AWS event focusing on AI compute, the competitive landscape with Nvidia and Google, Marvell's earnings and challenges in custom silicon, networking innovations with DPUs, Marvell's acquisition of Celestial, Nvidia's investment in Synopsys, Intel's resurgence in advanced packaging, and the leadership changes at Apple. The conversation highlights the evolving dynamics in the tech industry, particularly in AI and cloud computing.

If I were tasked with finding a location for a US-based semiconductor fabrication facility, where would I put it?Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/48eYy6g

Salesforce has officially completed its acquisition of Informatica three months ahead of schedule, but the real story on the recent earnings call was the company's aggressive pivot to "Agentforce," which was mentioned (a lot) during the presentation. In this breakdown, we analyze how Informatica serves as the critical software infrastructure layer, providing the clean data integration needed to power Salesforce's agentic AI products and automate customer workflows.We also dive into the financials, looking at how Informatica contributes approximately 5% to revenue and 3% to free cash flow, while Salesforce shares trade at an attractive 18x trailing price-to-free cash flow. Finally, we discuss our broader investment strategy: while semiconductor valuations remain elevated, we are finding significant value in enterprise SaaS, leading to recent additions in our portfolio including Salesforce, Monday.com, and GitLab.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Salesforce 00:08 - Informatica Acquisition Completed Early 00:53 - The Pivot to "Agentforce" (75 Mentions!) 02:40 - Infrastructure Layer: What Informatica Actually Does 04:14 - Financial Impact: Revenue & Free Cash Flow 05:22 - Q4 Guidance & Operating Margins 06:33 - Current Valuation: P/E & Free Cash Flow Multiples 07:18 - Strategy Shift: Rotating from Semis to SaaS 07:44 - Other Holdings: ServiceNow, Monday.com, GitLab 08:14 - Finding Value in Software vs. SemiconductorsIf you found this video useful, please make sure to like and subscribe!*********************************************************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. #Salesforce #CRM #Informatica #AgentForce #SaaS #AI #StockMarket #Investing #EnterpriseSoftware #TechStocks #ValueInvestingNick and Kasey own shares of Salesforce, Monday.com, Gitlab, UiPath, Servicenow

UConn Tech Park in Connecticut formed a partnership with Tescan Group to accelerate semiconductor research, manufacturing, and workforce development. Tescan acquired FemtoInnovations, a UConn-based startup, to establish a Laser Technology Business Unit and the FLAME Center for advanced laser and nanomachining research. The collaboration introduces on-site manufacturing at the Tech Park, provides students with research opportunities, and expands access to high-tech equipment. The Innovation Partnership Building, supported by $175 million in state investment, has attracted over $450 million in additional funding. Tescan will integrate its new unit with existing business lines and support UConn Ph.D. students, while FemtoInnovations' laser technology will be used in multiple industries.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Faces of Business, Angela Thurman, Founder & CEO of Thurman Co., dived into the complex and critical efforts underway to rebuild America's semiconductor supply chain and what these investments mean for business owners navigating a shifting industrial landscape.    Angela is a seasoned aerospace and telecom program leader with over 25 years of experience managing multimillion-dollar contracts and supplier systems for major players like Collins Aerospace, Boeing, Airbus, and Sprint. As a certified Project Management Professional (PMP) and Lean Master, her career has been defined by solving big technical problems with strategic insight and operational rigor.    At Thurman Co., Angela guides clients through supplier assessments, process improvements, and risk management all critical capabilities as U.S. manufacturing doubles down on semiconductor self-reliance.    Join us to gain actionable insights on how these national investments are reshaping supply chains and what that means for your business operations, vendor relationships, and future growth.  Check out the Blog post here: Rebuilding America's Chip Supply: Inside Planned Semiconductor Investments Thanks for taking the time to listen today.   Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed.    Find out more about Damon when he's not working.  @damonpistulka on Instagram, or Damon Pistulka on Facebook.      More information on building businesses you can sell or succeed and the Exit Your Way method on our website   Email us for more information info@exityourway.com 

Europe's chip future is being built in real time, and the view from Munich is electric. We sit down with IMEC's leadership and ESMC's founding CEO to unpack how pilot lines, a major Dresden fab, and the EU Chips Act are reshaping the continent's strategy—from research to high-volume manufacturing. Along the way, we track the evolution of Semicon Europa over 50 years, from a supplier-centric expo to a convening force that brings equipment makers, materials leaders, device companies, and end users into one space.Our guests open the hood on what resilience actually looks like: a 28 nm to 12 nm FinFET roadmap with integrated RRAM for microcontrollers, a half‑million‑wafers‑per‑year target, and a hiring plan that scales with purpose-built training in Dresden and Taiwan. On the R&D front, IMEC's expanded pilot line infrastructure—fueled by multi‑billion‑euro investment—helps Europe retain technology leadership while translating breakthroughs into products. We also examine advanced packaging, where 3D integration and chiplet architectures blur the line between front end and back end and create fresh opportunities for automotive and industrial electronics.The conversation gets candid on sovereignty versus interdependence. Full autarky is a myth; durable relevance comes from global collaboration, reverse dependencies, and focus on areas where Europe is indispensable—lithography, metrology, materials, and increasingly packaging and system design. We talk talent, too: why workforce visibility, skills pipelines, and on-the-job training will determine whether ambitious ramps hit their marks. If you care about semiconductors, policy, and the future of manufacturing in Europe, this is your inside track.If this resonated, follow the show, share it with a colleague, and leave a quick review—your support helps more builders and thinkers find us.Support the show

In this episode of our podcast, “Reinventing Semiconductor Packaging: AI, Physics and Geometry in Action,” we explore how cutting-edge technologies are transforming the way chips are built. From leveraging AI for smarter designs to applying physics and geometry for precision, discover the innovations shaping next-generation semiconductor packaging.#Semiconductors #ChipDesign #TechInnovation #Electronics #AIinSemiconductors #AdvancedPackaging #GeometryInAction #PhysicsDrivenDesign #FutureOfTech #EngineeringExcellence #SmartManufacturing #NextGenChipsThanks for tuning in to "Advantest Talks Semi"! If you enjoyed this episode, we'd love to hear from you! Please take a moment to leave a rating on Apple Podcast. Your feedback helps us improve and reach new listeners. Don't forget to subscribe and share with your friends. We appreciate your support!

From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Matthew Putman, Co-Founder and CEO of Nanotronics, a company providing customized solutions for automated optical inspection, process control, and security. During the conversation, Santosh and Matthew explore the current state and future of semiconductor manufacturing in the U.S., emphasizing the challenges and opportunities. Matthew shares his unique journey from a background in theater and music to leading innovations in semiconductor manufacturing. Key topics include the implications of the CHIPS Act, the concept of "cube fabs," the importance of reskilling the workforce, the transformative role of AI in manufacturing, the need for creativity and adaptability in the industry, and so much more.Highlights from their conversation include:Matthew's Background and Journey Into Manufacturing (0:41)The State of Semiconductor Manufacturing (4:33)Impact of the CHIPS Act (7:01)Reskilling the Workforce (11:17)Critique of the CHIPS Act Funding (13:00)Opportunities in Manufacturing Technology (17:58)Collaboration Between Academia and Industry (20:46)Risks of Diversifying Semiconductor Production (23:18)The Value of AI in Manufacturing (25:10)Creativity in Business and Music (26:11)Science and Engineering Thought Processes (28:10)Impact of Upcoming Elections on Manufacturing (29:33)Labor Shortage Perspectives (30:00)Final Thoughts and Takeaways (30:31)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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today's episode, Kip dives into the current state of the markets, where seasonality is driving strong bullish momentum and small caps are leading the charge. He shares insights from money manager Bryan, noting that short sellers are getting burned, and institutional investors still aren't bullish enough. Kip highlights standout moves in sectors like semiconductors and reveals how the VRA portfolio is capitalizing on trends with leveraged ETFs and options, especially in nuclear stocks like SMR. This episode also covers major economic policy news, including anticipated changes at the Federal Reserve and the massive potential impact of Trump's proposed economic bills from slashed corporate taxes to big incentives for manufacturing. Kip outlines investment strategies in housing, small caps, gold, and disruptive innovators like Tesla, offering his forecasts for end-of-year rallies and bold predictions for the coming year.

In this short podcast episode, Bryan tells the story of the technology that tried to beat the compressor... and still may someday. We associate cooling with refrigerant... and all the things that come with it, including compressor noise, oil, recovery machines and tanks, leaks, superheat, and regulations. However, there is a means of providing cooling with two pieces of metal and several semiconductors; current runs through it, and one side becomes cold, and the other side becomes hot. This technology is called thermoelectric cooling, associated with the Peltier effect. In 1834, French watchmaker and amateur physicist Jean Charles Athanase Peltier was experimenting with electricity and dissimilar metals. When he joined two wires of different materials and ran current through the junction, one got colder, and the other one got hotter. This phenomenon was named the Peltier effect, and it describes how passing electrical current through two dissimilar conductors causes heat to move from one side to the other, like a tiny reversible heat pump. However, it didn't have any practical use at the time. Semiconductors arrived in the mid-1900s, and engineers could make thermoelectric devices strong enough to move meaningful amounts of heat. In the 1960s, NASA even began using the technology in spacecraft for precision temperature control, which was hardy and allowed them to stabilize sensors and electronics in space. We began using them on Earth in some specialized applications, including portable coolers, wine chillers, and CPU coolers in computers. However, this technology didn't replace vapor-compression refrigeration due to efficiency constraints and the need to reject heat. Thermoelectric modules are only 5-10% as efficient as vapor-compression systems, and they need heat sinks or fans to give the heat somewhere to go. We've still been pursuing a comfort cooling use of the Peltier effect, and we've gotten closer, but most applications still have the efficiency block. When efficiency isn't a problem, we encounter difficulties with moisture and latent heat removal. Nevertheless, thermoelectric cooling is still making a difference for sensors and in localized cooling applications.   Have a question that you want us to answer on the podcast? Submit your questions at https://www.speakpipe.com/hvacschool. Purchase your tickets or learn more about the 7th Annual HVACR Training Symposium at https://hvacrschool.com/symposium. Subscribe to our podcast on your iPhone or Android. Subscribe to our YouTube channel. Check out our handy calculators here or on the HVAC School Mobile App for Apple and Android.

Signs of a slowing economy, and speculation of a very dovish new Federal Reserve chairman in May 2026, are behind the futures market pricing in substantial rate cuts over the next year. Historically, substantially lower rates weaken the dollar and boost precious metals. Silver has made a new high and has formed what is arguably the most bullish technical pattern, William O'Neil's “cup and handle” formation. On the technology front, Alphabet's low-cost semiconductors present unexpected competition for Nvidia. Things like that will determine the performance of technology companies' share prices for the foreseeable future. Longer term, the “Holy Grail” that technology companies seek is Artificial General Intelligence - AI that thinks like a human. Its impact to humanity could be very beneficial, or deeply detrimental.

In this episode, ⁠Adam Torres⁠ interviews ⁠Chinmoy Baruah⁠, Founder and CEO of CHIPX GLOBAL. Chinmoy explains how his company is tackling AI efficiency at the semiconductor level through advanced wafer design, compound semiconductors, and sustainable Gigafactory plans. He also shares his mission to reduce carbon footprint and energy consumption across the chip lifecycle while enabling high-performance computing at global scale. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Chinmoy Baruah, Founder and CEO of CHIPX GLOBAL. Chinmoy explains how his company is tackling AI efficiency at the semiconductor level through advanced wafer design, compound semiconductors, and sustainable Gigafactory plans. He also shares his mission to reduce carbon footprint and energy consumption across the chip lifecycle while enabling high-performance computing at global scale. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Join Paul Lichty, Co-Founder & CEO of Forge Nano, in conversation with Gary Fowler as they explore how atomic-scale engineering is transforming the future of batteries, semiconductors, and advanced manufacturing. Discover how Forge Nano leverages ALD to add protective and performance-enhancing coatings at the atomic level, enabling next-generation products and unlocking new industrial potential.

In this conversation, Ben Bajarin discusses the recent innovations surrounding NanoBanana and its new feature, Notebook LM, which has significantly impacted the way infographics are created. He highlights the ease with which users can transform data and text into visually appealing infographics, showcasing the power of AI in data visualization.

This week on Tech Corner, George Tsilis examines Taiwan Semiconductor aka TSMC (TSM). He looks at the company's expansion internationally and its clientele including Apple (AAPL) and Nvidia (NVDA). George later breaks down the technical levels to watch on the chart as investors and traders alike try to make sense of the fade in the A.I. trade.======== 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

Want a candid look at how women build durable careers in one of the world's toughest industries? We sit down with three semiconductor leaders - Nitza Bosoco, Anne Meixner and Julia Freer - who share how early encouragement, gritty problem solving, and clear communication turned curiosity into impact. From summer jobs at national labs and early days at IBM to leading operations, test, and sustainability initiatives, their stories show why diverse voices aren't just nice to have—they're a competitive advantage.We dig into the real moments: being the only woman in a test engineering group, pushing for inclusive language that actually changes culture, and navigating career pivots to balance family, flexibility, and ambition. You'll hear how mentorship and sponsorship differ—and why you need both—plus specific tactics to make them work inside fast-moving chip companies. One unforgettable segment starts with a five-minute crash-and-burn presentation and becomes a two-year, teamwide communication overhaul that turns shy engineers into confident presenters ready for conferences and boardrooms.Across materials science, advanced packaging, test and inspection, and sustainability, the thread is clear: communication is a core engineering skill. Writing reflective status reports, designing slides for decisions, and telling a tight technical story can accelerate yield improvements, align manufacturing and supply chain, and win executive support. We also tackle today's DEI headwinds with a practical lens—keep the pipeline alive, promote from within, and build programs that outlast policy shifts. The conversation closes with why their new book matters: ordinary, relatable role models who show many valid paths into STEM and semiconductors.Learn more about the book, Empowering Women in STEM. TeradyneTeradyne test solutions for semiconductors lets customers consistently meet their quality standards.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today I'll discuss our outlook for 2026 that we published earlier this week. It's Wednesday, Nov 19th at 6:30 am in New York. So, let's get after it. 2026 is a continuation of the story we have been telling for the past year. Looking back to a year ago, our U.S. equity outlook was for a challenging first half, followed by a strong second half. At the time of publication, this was an out of consensus stance. Many expected a strong first half, as President Trump took office for his second term. And then a more challenging second half due to the return of inflation. We based our differentiated view on the notion that policy sequencing in the new Trump administration would intentionally be growth negative to start. We likened the strategy to a new CEO choosing to ‘kitchen sink' the results in an effort to clear the decks for a new growth positive strategy. We thought that transition would come around mid-year. The U.S. economy had much less slack when President Trump took office the second time, compared to the first time he came into office. And this was the main reason we thought it was likely to be sequenced differently. Earnings revisions breadth and other cyclical indicators were also in a phase of deceleration at the end of 2024. In contrast, at the beginning of 2017—when we were out of consensus bullish—earnings revisions breadth and many cyclical gauges were starting to reaccelerate after the manufacturing and commodity downturn of 2015/2016. Looking back on this year, this cadence of policy sequencing did broadly play out—it just happened faster and more dramatically than we expected. Our views on the policy front still appear to be out of consensus. Many industry watchers are questioning whether policies enacted this year will ultimately lead to better growth going forward, especially for the average stock. From our perspective, the policy choices being made are growth positive for 2026 and are largely in line with our ‘run it hot' thesis. There's another factor embedded in our more constructive take. April marked the end of a rolling recession that began three years prior. The final stages were a recession in government thanks to DOGE, a rate of change trough in expectations around AI CapEx growth and trade policy, and a recession in consumer services that is still ongoing. In short, we believe a new bull market and rolling recovery began in April which means it's still early days, and not obvious—especially for many lagging parts of the economy and market. That is the opportunity. The missing ingredient for the typical broadening in stock performance that happens in a new business cycle is rate cuts. Normally, the Fed would have cut rates more in this type of weakening labor market. But due to the imbalances and distortions of the COVID cycle, we think the Fed is later than normal in easing policy, and that has held back the full rotation toward early cycle winners. Ironically, the government shutdown has weakened the economy further, but has also delayed Fed action due to the lack of labor data releases. This is a near-term risk to our bullish 12-month forecasts should delays in the data continue, or lagging labor releases do not corroborate the recent weakness in non-govt-related jobs data. In our view, this type of labor market weakness coupled with the administration's desire to ‘run it hot' means that, ultimately, the Fed is likely to deliver more dovish policy than the market currently expects. It's really just a question of timing. But that is a near-term risk for equity markets and why many stocks have been weaker recently. In short, we believe a new bull market began in April with the end of a rolling recession and bear market. Remember the S&P [500] was down 20 percent and the average S&P stock was down more than 30 percent into April. This narrative remains underappreciated, and we think there is significant upside in earnings over the next year as the recovery broadens and operating leverage returns with better volumes and pricing in many parts of the economy. Our forecasts reflect this upside to earnings which is another reason why many stocks are not as expensive as they appear despite our acknowledgement that some areas of the market may appear somewhat frothy. For the S&P 500, our 12-month target is now 7800 which assumes 17 percent earnings growth next year and a very modest contraction in valuation from today's levels. Our favorite sectors include Financials, Industrials, and Healthcare. We are also upgrading Consumer Discretionary to overweight and prefer Goods over Services for the first time since 2021. Another relative trade we like is Software over Semiconductors given the extreme relative underperformance of that pair and positioning at this point. Finally, we like small caps over large for the first time since March 2021, as the early cycle broadening in earnings combined with a more accommodative Fed provides the backdrop we have been patiently waiting for. We hope you enjoy our detailed report published earlier this week and find it helpful as you navigate a changing marketplace on many levels. Thanks for tuning in. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier See omnystudio.com/listener for privacy information.

The conversation explores the dynamics of market competition, particularly focusing on AMD's position and the strategies of hyperscalers. The discussion delves into game theory as a framework for understanding potential future scenarios in the tech industry. They also discuss key neocloud earnings and engage in a conversation on if these companies are REITs or neoclouds. 

Tell us what you think of the show! Sponsored content.In this episode of the Factor This podcast, Content Director Jeremiah Karpowicz interviews Henrik Mannesson, General Manager of Energy Infrastructure at Texas Instruments (TI). The two explore how TI's analog and embedded processing chips are driving a shift in energy and expectations in both the short and long term as well as:the need for deeper utility collaborationinnovation at market inflection pointssemiconductors as a short-term grid solution that open up long term opportunitiesWant to make a suggestion for an upcoming episode? Get in touch to let us know what people, projects and technology you'd like us to further explore: https://www.renewableenergyworld.com/contribute-content/Want to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Right now, TSMC Arizona's completed Fab 21 Phase 1 consumes about 18,000 cubic meters of water every day. That's about 4.75 million gallons of water, each day. And there are two more phases coming up. Semiconductor manufacturing is water intensive and that has made some people anxious about TSMC's arrival to the Arizona desert. More than a few people have asked, "Don't these fabs use a ton of water? Why are we building them in the desert?" The answer of course is that Phoenix offers TSMC certain things that are not easily found elsewhere. Water is scarce there, sure. But it is not impossible to find, the amounts are manageable, and it can be recycled. Some claim the facility is stealing water from farmers. Saying, “You can't eat chips!” (Technically you can) The implication being we can only have one or the other. I don't think that's true. Farms use way more water than TSMC. In today's video, I want to revisit the fab in the desert and take a dip into the water situation.

Right now, TSMC Arizona's completed Fab 21 Phase 1 consumes about 18,000 cubic meters of water every day. That's about 4.75 million gallons of water, each day. And there are two more phases coming up. Semiconductor manufacturing is water intensive and that has made some people anxious about TSMC's arrival to the Arizona desert. More than a few people have asked, "Don't these fabs use a ton of water? Why are we building them in the desert?" The answer of course is that Phoenix offers TSMC certain things that are not easily found elsewhere. Water is scarce there, sure. But it is not impossible to find, the amounts are manageable, and it can be recycled. Some claim the facility is stealing water from farmers. Saying, “You can't eat chips!” (Technically you can) The implication being we can only have one or the other. I don't think that's true. Farms use way more water than TSMC. In today's video, I want to revisit the fab in the desert and take a dip into the water situation.

Question and Response 72 Melissa and Jam tackle a variety of listener questions about chemistry-related topics. They discuss the differences between conductors, semiconductors, and superconductors, and delve into why minty things feel cold and spicy things feel hot. The duo also addresses the safety of silica gel packets, the potency of skunk spray, and the phenomenon of microplastics. They answer questions from their Patreon community and Instagram followers, touching on the unique properties of Helium-3 and providing tips on polishing silver jewelry. The episode features a blend of informative discussions and humorous anecdotes, making chemistry accessible and entertaining for everyone. 00:00 Introduction and Questions Overview 01:54 Diving into Semiconductors and Superconductors 04:46 Silica Gel and Safety Concerns 09:54 The Science Behind Minty Cool and Spicy Hot 13:40 Addressing Unfinished Business 13:55 Instagram Questions: Skunks and Their Potent Smell 15:47 Instagram Questions: Microplastics and Forensics 17:39 Instagram Questions: Helium-3 and Its Uses 19:55 Instagram Questions: Polishing Silver Jewelry 21:28 Email Question: Sourdough Bread Making Tips 25:32 Wrapping Up and Community Shoutouts Support this podcast on Patreon Buy Podcast Merch and Apparel Check out our website at chemforyourlife.com Watch our episodes on YouTube Find us on Instagram, Twitter, and Facebook @ChemForYourLife References from the Episode: https://pmc.ncbi.nlm.nih.gov/articles/PMC11856799/#B9-jcm-14-01345 https://www.sciencedirect.com/topics/chemistry/hydrocolloid https://pmc.ncbi.nlm.nih.gov/articles/PMC5788207/ Thanks to our monthly supporters Amanda Raymond Emily Morrison Kyle McCray Justine Emily Hardy Ash Vince W Julie S. Heather Ragusa Autoclave Chelsea Morelos Dorien VD Scott Beyer Jessie Reder J0HNTR0Y Jeannette Napoleon Cullyn R Erica Bee Elizabeth P Rachel Reina Letila Katrina Barnum-Huckins Suzanne Phillips Venus Rebholz Jacob Taber Brian Kimball Kristina Gotfredsen Timothy Parker Steven Boyles Chris Skupien Chelsea B Avishai Barnoy Hunter Reardon Support this podcast on Patreon Buy Podcast Merch and Apparel Check out our website at chemforyourlife.com Watch our episodes on YouTube Find us on Instagram, Twitter, and Facebook @ChemForYourLife Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML's new High-NA EUV lithography machines.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WHTHUB

We report from the Heidelberg Laureate Forum

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This episode argues that today's AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit the “boom-bust-build-out” cycle and apply it to compute and the grid, note why “good enough” AI latency could flip capex behavior, and push back on modeling everything in gigawatts—useful for planning, risky for strategy. On companies: ARM's quarter was solid, with rising royalties/CSS stickiness and a strongly implied first-party chip effort complemented by the DreamBig memory-controller acquisition to improve AI-era CPU roles. Qualcomm benefits from a higher-ASP Android cycle, nurtures auto/smart-glasses adjacencies, and eyes DC inference. On supply: Elon hedges silicon with foundry allocations while fab-building talk reads as negotiating leverage; memory/storage stay tight with longer contracts and measured adds. Net: optimism about what survives the eventual correction, caution on GW-only thinking, and watchpoints around ARM's vertical creep, Qualcomm's DC push, and supply-chain discipline.

On this episode of EMBARGOED!, host Tim O'Toole, Miller & Chevalier Counsel Melissa Burgess and Collmann Griffin, and guest Chris Chamberlain of Morrison & Foerster continue their discussion of AI chip-related export controls, musing about Infrastructure-as-a-Service (IaaS) considerations, semiconductor manufacturing equipment (SME), and the much-anticipated BIS release of a 50 Percent Rule for the Entity List. Roadmap: May 13, 2025, BIS Policy Statement on training AI models Controls on SME and balancing foreign policy, national security, and other reasons for control under the EAR Not reasons for control: Economic and other factors BIS does not consider determinative when assessing controls Pros and cons of BIS having an OFAC-style 50 Percent Rule for the Entity List ******* Thanks to our guests for joining us: Chris Chamberlain: https://www.mofo.com/people/chris-chamberlain  Melissa Burgess: https://www.millerchevalier.com/professional/melissa-burgess  Collmann Griffin: https://www.millerchevalier.com/professional/collmann-griffin  Questions? Contact us at podcasts@milchev.com. EMBARGOED! is not intended and cannot be relied on as legal advice; the content only reflects the thoughts and opinions of its hosts. EMBARGOED! is intelligent talk about sanctions, export controls, and all things international trade for trade nerds and normal human beings alike. Each episode will feature deep thoughts and hot takes about the latest headline-grabbing developments in this area of the law, as well as some below-the-radar items to keep an eye on. Subscribe wherever you get your podcasts for new episodes so you don't miss out!

On our 300th episode, former Secretary of State Condoleezza Rice talks about her return to Stanford after years in government and the impact she sees rapidly advancing technologies having on democracy and public policy. She says the future demands greater collaboration among industry, academia, and government to ensure promising fields like quantum computing and AI are used for the greatest good—in education, medicine, and the sciences. We are in a race that we must win, Rice tells host Russ Altman on this special episode of Stanford Engineering's The Future of Everything podcast.Have a question for Russ? Send it our way in writing or via voice memo, and it might be featured on an upcoming episode. Please introduce yourself, let us know where you're listening from, and share your question. You can send questions to thefutureofeverything@stanford.edu.Episode Reference Links:Stanford Profile: Condoleezza RiceConnect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>> Twitter/X / Instagram / LinkedIn / FacebookChapters:(00:00:00) IntroductionRuss Altman introduces guest Condoleezza Rice, former U.S. Secretary of State and a professor of political science and political economy at Stanford University.(00:04:08) Returning to StanfordWhy Condoleezza returned to academia after serving as Secretary of State.(00:04:50) Higher Education & Public TrustPotential factors impacting universities' connection to the broader public.(00:07:31) Why Research Still MattersThe importance of curiosity-driven, federally funded university research.(00:09:32) Hoover's Emerging Tech InitiativeAn outline of the Hoover Institution's Tech Initiative and its policies.(00:12:11) Uniting Scientists & PolicymakersHow engineers and researchers are engaging with policy and ethics.(00:13:41) The Race For InnovationEmerging themes and key enablers in the technology innovation race.(00:19:17) Industry in the LeadHow private companies are now the primary drivers of innovation.(00:22:02) Global Tech & National InterestsThe tension between globalized tech firms and U.S. policy interests(00:24:35) AI & EducationUsing AI as a tool to enhance teaching and critical thinking in students.(00:28:30) Students Driving PolicyThe contribution students are making to Hoover's tech policy work.(00:29:23) Future In a MinuteRapid-fire Q&A: hope, innovation, time, humanity, and alternate careers.(00:31:09) Conclusion Connect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>>Twitter/X / Instagram / LinkedIn / Facebook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Supply Chain Now, hosts Scott Luton and Mary Kate Love celebrate Manufacturing Day 2025 with special guest Danny Gonzales, Founder and CEO of IndustrialSage and Optimum Productions. Together, they explore how manufacturing has evolved from being seen as dirty or outdated into a modern, tech-driven industry that fuels global economies and everyday life.Danny shares the vision behind American Makers, his new documentary series that spotlights the people and stories powering America's manufacturing future. He talks about how storytelling helps shift perceptions, inspire future talent, and show the impact of manufacturing on communities across the country. Together, they explore workforce challenges, reshoring trends, energy access, and how meaning and purpose can help address labor shortages.Jump into the conversation:(00:00) Intro(01:28) Celebrating Manufacturing Day 2025(03:23) Fun warmup question(06:52) Danny's journey into manufacturing(10:03) Mary Kate's manufacturing story(12:23) Current state of US manufacturing(17:54) Global manufacturing insights(21:38) Interesting manufacturing factoids(24:20) Semiconductors and nearshoring trends(25:17) Skepticism about significant investments(25:54) Foreign direct investment in Georgia(26:37) Industrial robot installations and economic contributions(28:04) Labor challenges in manufacturing(30:32) Factory floor of the future(32:39) Energy access and nuclear power(36:10) National Supply Chain Day(37:10) American Makers: celebrating industry storiesAdditional Links & ResourcesConnect with Danny Gonzales: https://www.linkedin.com/in/dannygonzales/ Learn more about Industrial Sage: https://www.industrialsage.com/Watch Industrial Sage on YouTube: https://www.youtube.com/@IndustrialSageConnect with Mary Kate Love: https://www.linkedin.com/in/marykatelove/Check out National Supply Chain Day: https://supplychainnow.com/nscd/Connect with Scott Luton: https://www.linkedin.com/in/scottwindonluton/Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit:

The conversation delves into the competitive landscape of cloud computing, focusing on Nvidia's ambitions and the fragmentation of the market with numerous Neo clouds. Jay Goldberg discusses the implications of this fragmentation for Nvidia and its customers, who are increasingly seeking to develop their own custom silicon.

Derek Moore is joined by Mike Snyder to discuss the Hindenburg Omen and what that means for the stock market. Plus, looking at whether the Tariff trade has been completely wrong. Later, the best six months of the year are here, problems with using CAPE Ration to predict forward returns, permabears, and examining whether MicroStrategy (Strategy) is starting to not make sense to investors. All that plus looking at Semiconductors cycle against the Mag 7 and the S&P 500 Index.   Tariff trade MicroStrategy (Strategy) vs Bitcoin trade Enterprise value of MicroStrategy vs intrinsic value of their Bitcoin holdings What is the CAPE Ratio? CAPE Ratio and forward 10-year and 12-year returns Earnings multiples John Hussman 12-year forward expected returns What are the best six months of the year Federal Reserve Obfuscation Index Semiconductors broke out "after going nowhere for over a year"     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     

PC World's Adam Patrick Murray stops by this week to discuss the trip he and Will recently took to visit Intel's new 18A chip fabrication facility in Arizona. Settle in for a wide-ranging chat about the upcoming Panther Lake architecture, why Intel won't have a new desktop part for a while longer, the future of next-gen chiplet interconnects, the difficulty of scheduling between big and little cores, suiting up to enter the fab, 30mph FOUPs whizzing around overhead, EUV machines the size of multiple school buses, getting served beer by tiny horses (??), and more. Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

PREVIEW: Zero-G Fabs: Manufacturing Semiconductors in Weightlessness Guest: Bob Zimmerman Bob Zimmerman discusses a new company, which he believes is called Besar, that manufactures semiconductors in low Earth orbit using a zero-gravity environment. The core idea revolves around the reality that challenges like gravity, earthquakes, and air quality exist on Earth, making the weightless environment of space an exceptionally good environment for manufacturing chips. The company believes they can produce much better semiconductors in weightlessness than on Earth. They have signed a contract with SpaceX to utilize the Falcon 9 first stage booster, placing their manufacturing facility, called a "fab ship," on it. During flight, the Falcon 9 first stage experiences approximately five minutes in a vacuum superior to anything achievable on Earth, which the company intends to use to produce semiconductors. They plan to start launching these fab ships by year's end, with approximately 12 planned missions, making this a profit center for SpaceX.

Morgan Brennan sits down with Ashley Pilipiszyn, CEO and founder of Besxar, a startup that just emerged from stealth with a bold mission — manufacturing semiconductors in space. Pilipiszyn explains how Besxar's autonomous “fab ships” leverage the ultra-high vacuum of space to create ultra-pure wafers and substrates — the foundation for every advanced chip powering AI, data centers, and defense systems. They discuss the company's upcoming launch campaign with SpaceX and why space-based manufacturing could dramatically cut costs while securing domestic chip supply chains. Pilipiszyn also shares how her time at OpenAI and SLAC National Lab inspired this fusion of AI, materials science, and orbital production — and why she believes in-space manufacturing is American manufacturing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of EMBARGOED!, host Tim O'Toole is joined by Miller & Chevalier Counsel Melissa Burgess and Collmann Griffin, and guest Chris Chamberlain of Morrison & Foerster to review the evolution of export controls on AI chips from October 2022 to the present. The discussion explores the variety of tools BIS has employed as it wrestles with tailoring controls, the value of BIS "is informed" letters, and chip diversion. Roadmap: The October 7 IFR and a brief tour of subsequent changes through May 2025 Identifying a problem versus tailoring controls: Troubleshooting how to restrict access to the most advanced compute resources and the tools necessary to manufacture them Assessing the benefits to both BIS and industry of "is informed" letters Predictions for the next iteration of the AI Diffusion Rule A diversion into the problem of diversion: Red flags and tactics identified in the wild ******* Thanks to our guests for joining us: Chris Chamberlain: https://www.mofo.com/people/chris-chamberlain  Melissa Burgess: https://www.millerchevalier.com/professional/melissa-burgess  Collmann Griffin: https://www.millerchevalier.com/professional/collmann-griffin  Questions? Contact us at podcasts@milchev.com. EMBARGOED! is not intended and cannot be relied on as legal advice; the content only reflects the thoughts and opinions of its hosts. EMBARGOED! is intelligent talk about sanctions, export controls, and all things international trade for trade nerds and normal human beings alike. Each episode will feature deep thoughts and hot takes about the latest headline-grabbing developments in this area of the law, as well as some below-the-radar items to keep an eye on. Subscribe wherever you get your podcasts for new episodes so you don't miss out!

Morgan Brennan sits down with Ashley Pilipiszyn, CEO and founder of Besxar, a startup that just emerged from stealth with a bold mission — manufacturing semiconductors in space. Pilipiszyn explains how Besxar's autonomous “fab ships” leverage the ultra-high vacuum of space to create ultra-pure wafers and substrates — the foundation for every advanced chip powering AI, data centers, and defense systems. They discuss the company's upcoming launch campaign with SpaceX and why space-based manufacturing could dramatically cut costs while securing domestic chip supply chains. Pilipiszyn also shares how her time at OpenAI and SLAC National Lab inspired this fusion of AI, materials science, and orbital production — and why she believes in-space manufacturing is American manufacturing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Ben Bajarin and Jay Goldberg discuss Intel's recent earnings report, highlighting a sense of stability in the market compared to previous downturns. They explore the demand for CPUs, particularly in the enterprise sector, and the implications of upcoming product launches. The conversation shifts to Intel's foundry developments, where they express optimism about new manufacturing processes and customer engagement. They also analyze the competitive landscape of AI compute infrastructure, particularly focusing on Amazon's challenges with its Tranium chips and the implications of Anthropic's partnership with Google. Finally, they delve into the future of AI agents, discussing the current limitations and potential advancements needed for these technologies to become viable.

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

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