Podcasts about semiconductors

In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the challenges faced by cloud computing providers, the market dynamics affecting Applied Materials, and the potential government involvement in Intel's future. They explore the complexities of profitability, market competition, and the evolving landscape of technology and regulation.TakeawaysNew regulations on semiconductors may be unconstitutional but are unlikely to be challenged.Profitability concerns overshadow the earnings of cloud computing companies.Demand for GPU compute is high, but electricity constraints limit growth.Applied Materials faces uncertainty due to vague guidance and market dynamics.Government involvement in Intel could complicate the free market.The distinction between ownership and governance is crucial in state-owned enterprises.The future of AI and cloud computing is tied to infrastructure and capacity.Investors are skeptical about the viability of Neo cloud models.The semiconductor industry is navigating a complex regulatory environment.

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

Zed Francis says the market has baked in a rate cut after the CPI report. He's watching volatility closely, especially in equities. His base case for the rest of the year is three rate cuts, calling it the “middle of the road, boring number.” He sees “mispriced volatility” within the semiconductor sector, granting him trading opportunities. Zed discusses using options strategies to take advantage of this trend.======== 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

Pat Hindle and Del Pierson talk with Shankaran Janardhanan, SVP of RF Product Line at GlobalFoundries, about RF a key enabler of on-device AI and the future of RF semiconductor technology. 

In this episode of Podcast4Engineers, host Peter Balint is joined by Walter Bell, Director of Application Marketing for Home Appliances at Infineon, to discuss the latest trends and innovations in induction cooktops. They explore the benefits of induction cooking, including its energy efficiency and flexibility, and how semiconductors are playing a crucial role in improving the technology. Read the whitepaper.

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

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

In this episode, Ben Bajarin and Jay Goldberg discuss the latest earnings from AMD, highlighting their strong performance amidst market fluctuations and concerns about competition in the AI space. They delve into the growing importance of AI networking solutions and the recent release of OpenAI's open-source models, including GPT-5, which introduces a more collaborative approach to AI interactions. The conversation also touches on the uncertain future of AI and the challenges faced by Intel, concluding with a reflection on the evolving landscape of technology and its implications for the market.

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

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Will, Colin, and Matt touch on Bitcoin's hashrate hitting an all-time high of 972 EH/s, Trump's proposed 100% semiconductor tariffs, false Chinabitcoin mining ban rumors, MicroStrategy's 2.5x NAV share issuance rule, and tracking down a $3.5B mining pool heist (now worth $14.5B!) four years later. Subscribe to our newsletter!  **Notes:** • Hash rate reaches 972 EH/s all-time high • 1.4% difficulty adjustment expected  • Hash price at $58 per PH/day • 100% semiconductor tariff proposed • China controls 13-14% of network hash • $3.5B mining pool heist now worth $14.5B Timestamps: 00:00 Start 02:36 Difficulty Report by Luxor 07:41 Tariffs... again 13:59 No, China is not banning bitcoin mining again 21:56 MSTR will no longer issue equity under 2.5x mNAV 33:25 Cry Corner: Mining pool heist

Dan is joined by Cristian Macario, senior technical professional at MathWorks, where he leads global strategy for the semiconductor segment. With a background in electronics engineering and over 15 years of experience spanning semiconductor design, verification, and strategic marketing, Cristian bridges engineering … Read More

We talk a visit by a former UK prime minister, chip tariffs, a record liquefied natural gas deal and more. -- Hosting provided by SoundOn

In an interview with BizNews founder Alec Hogg, Ryan Smith, the DA's new Spokesperson on International Relations and Cooperation, discusses his challenging roles and South Africa's foreign policy 'follies'. He criticises ruinous 30% Trump tariffs, citing negotiation failures. Smith strongly condemns Ronald Lamola's "ridiculous decision" to downgrade the Taiwanese embassy. He highlights Taiwan's crucial role as the sole supplier of vital semiconductor chips (TSMC), arguing this alienates essential trade, hindering SA's manufacturing and job creation efforts. Smith advocates for a truly non-aligned, South Africa-first foreign policy driven by economic development, not ANC party interests, stressing the need for career diplomats. The DA seeks new agricultural markets to offset these challenges.

August 8, 2025 ~ Glenn Stevens, executive director of MichAuto, joins Kevin to discuss how a Semiconductor tariff may spur further price hikes in the auto industry.

Singapore shares fell today on the back of earnings out of blue chip firms. The Straits Times Index was down 0.81% at 4,223.85 points at 2.19pm Singapore time, with a value turnover of S$1.29B seen in the broader market. In terms of counters to watch, we have Singapore Exchange. The bourse operator announced today that its net profit for the second half ended June 2025 declined 2.6 per cent to S$308 million, from S$316.3 million in the year prior. Elsewhere, from how Japanese stocks rallied on the back of US trade deal hopes, to how Intel’s CEO Tan Lip-Bu responded to US President Donald Trump’s call for his resignation for the first time – more international and corporate headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.Song: Corduroy - Pearl JamFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

U.S. President Donald Trump's higher tariff rates come into effect hitting dozens of global major trading partners - and semiconductor chips are next in his sights, with 100 percent tariffs threatened for companies who don't manufacture in the U.S. Brazil's President Luiz Inacio Lula da Silva says he sees no room for direct talks with Trump for now. And OpenAI readies to release the long-awaited GPT-5. Listen to On Assignment podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read 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

Asian nations brace for a new tariff regime from the US. Taiwanese semiconductor maker TSMC hopes to get a reprieve, even as it fends off possible corporate spying.See omnystudio.com/listener for privacy information.

U.S. President Donald Trump says his administration is planning to impose a 100-percent tariff on all chips and semiconductors imported into the country.

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

Reporting from the Cboe Global Markets, Kevin Hincks urges investors to keep an eye on headlines regarding tariffs. With deadlines fast approaching, paired with ambassadors from Switzerland visiting Washington today, there could be more tariff volatility on the horizon. Semiconductors like AMD Inc. (AMD) and Supermicro (SMCI) traded lower after their earnings, while McDonald's (MCD) moved higher Wednesday morning. However, Kevin points to mortgage applications as a bright spot. ======== 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

In this episode of #Trending, host Jim Love covers various significant topics in tech news. He discusses Donald Trump's impending semiconductor tariffs and their potential impact on the US tech industry; a Washington Post investigation revealing the inefficacy of Meta's Community Notes system in combating misinformation; an Amazon Web Services (AWS) developer whose account and data were unexpectedly deleted, sparking concerns about cloud dependency; and the UK's Online Safety Act, which, while intended to protect children, may instead be heightening risks and leading to increased platform censorship and data collection. Jim also invites listeners to share their summer reading lists and promotes his novel, 'Elisa, A Tale of Quantum Kisses'. 00:00 Introduction and Summer Reading Request 01:03 Trump's Semiconductor Tariffs 03:18 Meta's Community Notes System Fails 04:55 AWS Deletes Developer's Account 06:47 UK's Online Safety Act Controversy 09:52 Conclusion and Call to Action

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

The United States and China wrapped up the third round of high-level trade negotiations earlier this week. American and Chinese negotiators met in Stockholm on July 28 and 29. US Treasury Secretary Scott Bessent described the talks as constructive and wide ranging. He acknowledged that an extension of the 90-day tariff pause was discussed but said that the final decision was up to President Trump.  As of today – August 1 – Trump has remained mum. The Chinese side's readout was devoid of details, although China's vice minister of commerce said that both countries would continue to push for an extension of the reciprocal tariffs and Chinese countermeasures.How should we assess the dynamics in the trade talks, including the balance of leverage between Washington and Beijing? And how might the trade negotiations shape the future of the US-China relationship? To discuss these questions, we are joined by Dr. Scott Kennedy. Scott is senior adviser and trustee chair in Chinese Business and Economics at the Center for Strategic and International Studies. Timestamps[00:00] Start[02:06] Lessons Learned from Trump's First Administration[05:20] Chinese Outlook on Future Economic Policy[09:28] Who's Winning the Trade War?[14:30] China's Reactions to Transshipment Provisions[18:18] Bessent's Rebalancing Plans [24:14] Challenges to Chinese Investment in the US [29:15] China's Trade Deal Goals

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.

SixSense offers an AI-powered platform that helps chip makers prevent defects. It landed backing led by Peak XV's Surge (formerly Sequoia India & SEA). Learn more about your ad choices. Visit podcastchoices.com/adchoices

American Superconductor (AMSC) just reported a record-breaking quarter, with EPS and revenue surging past expectations. CEO Daniel McGahn joins us to discuss the drivers behind this success, including the growing demand for power in A.I., semiconductors, and data centers. McGahn also addresses concerns around tariff risk and provides an update on the company's growth pipeline in traditional energy and materials.======== 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

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

Join host Peter Balint on this episode of Podcast4Engineers as he delves into the fascinating world of home appliances, where the boundaries of innovation are constantly being pushed. Alongside guest expert, Walter Bell, they take a journey through the evolution of automation in home appliances, from humble beginnings to the cutting-edge technologies of today. Discover how the convergence of AI and semiconductors has revolutionized the way we live, making our daily lives more convenient, efficient, and connected. Tune in to find out how the perfect blend of human ingenuity and technological prowess is transforming the home appliance market, and what it means for the world of tomorrow.

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

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

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.

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

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

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

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

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)