Podcasts about semiconductors

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

Send us a textAndrew Mathers, Principal Product Line Manager at Nordson Test and Inspection, discusses the revolutionary advancements in 3D x-ray inspection technology and how they're improving semiconductor manufacturing quality.• X-ray inspection requires high resolution, speed, and cost-effectiveness to drive better product quality• Traditional 2D radiographic imaging is being replaced by 3D imaging for more stringent manufacturing requirements• Planar CT imaging suffers from artifacts when inspecting flat electronic components like circuit boards and wafers• Dynamic Planar CT takes more images from different angles with a wider field of view, reducing artifacts• New technology operates twice as fast as traditional methods while reducing x-ray dose to sensitive components• Automated inspection systems integrate directly into manufacturing lines with no human interaction required• Common applications include detecting voids in ball grid arrays and micro bumps in flip chip devices• The technology supports Quality 4.0 initiatives by providing feedback to improve manufacturing processes• Nordson's systems are in use worldwide with an install base exceeding 2000 automated x-ray inspection systemsLearn more about Dynamic Planar CT and Nordson's x-ray inspection solutions at nordson.com or on their YouTube channel.Nordson Test and Inspection Delivering best-in-class test, inspection, and metrology solutions for semiconductor applications. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

In this episode, Ben Bajarin and Jay Goldberg discuss the current state of the semiconductor industry, focusing on tariffs, AI budgets, and advancements in technology. They explore the implications of recent tariff discussions, the impact on supply chains, and the ongoing investment in AI infrastructure, particularly in Saudi Arabia. The conversation also highlights the evolution of AI factories and the need for localized infrastructure to meet national security and data sovereignty concerns.

In this week's episode, David and Ian discuss the strong demand that took the S&P 500 through 5800 like a Hot Knife through Butter. They highlight the need for sustained trade above the 200-day moving average on the S&P 500. In addition, they cover important developments in Healthcare Stocks, Technology Stocks, Rotation into Large-Cap Growth, International Stocks, Homebuilders, Bitcoin, Gold, and Semiconductors.

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

From India's tech-led dominance in Operation Sindoor, growing calls to boycott Turkey and Azerbaijan over their support to Pakistan, and a sharp drop in Indian travel bookings to the two nations. We also spotlight a major stride towards semiconductor self-reliance, rising deal activity in healthcare, and Andhra Pradesh's green energy surge. Plus, India successfully tests the Bhargavastra anti-drone system, marking a turning point in defence capability. Tune in.

Matt Murphy transformed Marvell from a broad-based chip supplier into a $100B data infrastructure leader—powering the rise of AI, cloud, 5G, and custom silicon.On this week's Grit, the Marvell CEO shares how he refocused the company's strategy, led major acquisitions like Inphi ($10B) and Cavium ($6B), and positioned Marvell at the center of the next era of compute.He also reflects on lessons from his father, a longtime CEO, the discipline of running 90 miles a week, and how staying steady through industry cycles has set him apart.Chapters:00:00 Trailer00:47 Introduction03:00 Huge company, taking the long view10:28 Market cap shift to big tech14:44 The data infrastructure opportunity20:30 Massive economic opportunity31:33 Semiconductor industry and geopolitics40:46 Taiwan and Moore's Law 44:05 Getting hammered down 50%47:05 Silicon Valley51:15 All in despite risks55:37 The CEO checkbox1:01:22 Email from Matt, subject: Grit1:07:35 The higher you go1:15:44 Who Marvell is hiring1:20:14 What “grit” means to Matt1:24:40 OutroMentioned in this episode: Jim Cramer, Taiwan Semiconductor Manufacturing Company Limited (TSMC), Maxim Integrated, Mattel, Inc., Cisco Systems, Inc, Juniper Networks, Meta Platforms, Amazon.com, Inc., Cavium, Inc., Inphi Corporation, Aquantia Corporation, Mellanox Technologies, Nvidia Corporation, Microsoft Corporation, OpenAI, Anthropic, John Chambers, Facebook, Spotify, Airbnb, Google, Barack Obama, Ronald Reagan, Donald Trump, Intel Corporation, Robert Norton Noyce, Gordon Moore, Advanced Micro Devices, Inc. (AMD), Andrew "Andy" Stephen Grove, Bloomberg, Intuit Inc., Lip-Bu Tan, Sehat Sutardja, Whay S. Lee, Starboard Value, Rick Hill, Novellus Systems, Inc., Michael Strachan, Deloitte & Touche LLP, Apple Inc., Steve Jobs, Chris KoopmansLinks:Connect with MattLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

In this episode, Ben and Jay welcome Patrick McGee, author of 'Apple in China', who discusses his extensive research on Apple's relationship with China. The conversation explores how Apple's investments and manufacturing strategies have significantly influenced China's technological landscape, as well as the cultural impact of Apple products in China. Patrick shares insights from his book, detailing the evolution of Apple's supply chain and the pivotal role of Foxconn in Apple's success. In this conversation, Patrick McGee discusses the intricate relationship between Apple and its supply chain, particularly focusing on Foxconn and Chinese manufacturers. He highlights how Apple's business model has influenced the manufacturing landscape in China, the challenges of replicating this model elsewhere, and the critical role of TSMC in Apple's operations. The discussion also touches on the implications of IP transfer and the impact of Tesla in the EV industry, showcasing the broader effects of Apple's strategies on global manufacturing and economics.

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：Lip-Bu Tan, the man trying to save Intel The struggling American chip giant's new boss is no stranger to comebacks 正文：INTEL, AMERICA'S semiconductor giant, has had some notable bosses. Robert Noyce, its first, invented the silicon chip that gave Silicon Valley its name. Gordon Moore, who came next, etched his place in tech lore with a prediction—Moore's Law—that processing power would double every two years at the same cost. Andy Grove, the third boss, turned Intel into a semiconductor juggernaut, driven by the mantra that “only the paranoid survive.” The latest to join this lineage is Lip-Bu Tan, who took over in March. 知识点：semiconductor /ˌsemikənˈdʌktə(r)/ n. a substance that has electrical conductivity between that of a conductor and an insulator. 半导体（一种导电性能介于导体和绝缘体之间的物质 ） • Semiconductors are widely used in the production of electronic devices like computers and smartphones.（半导体广泛应用于电脑、智能手机等电子设备的制造中。 ） 获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！ 【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

Eindelijk weten we waar Trump het al dagen over had: het is een handelsdeal met de Britten. Die 'major announcement' is volgens de Amerikanen en Britten zelfs een 'historische deal'. Veel details kregen we nog niet. Die moeten nog worden uitgewerkt, zegt Trump. De hoofdlijnen krijgen we wel: het is vooral de Amerikaanse landbouw die erg profiteert. De deal is ook een opsteker voor Boeing, want de Britten kopen voor 10 miljard dollar aan vliegtuigen van dat bedrijf. Trump belooft daarnaast dat er ook druk wordt onderhandeld over handelsdeals met andere landen. Wanneer Europa (of misschien zelfs China) eindelijk aan de beurt is bespreken we deze aflevering. Daarnaast hebben we het over de Amerikaanse chipbeperkingen. Die worden ietsje soepeler dankzij deze president Trump. Volgens Bloomberg komt er een uitzondering voor AI-chips op de beperkingen die zijn voorganger Joe Biden heeft ingevoerd. Wat Trump zelf te winnen heeft met deze versoepeling, gaan we bespreken. De chipaandelen profiteren in ieder geval: ze staan allemaal hoger vandaag. En Trump heeft voor de zoveelste keer uitgehaald naar Fed-baas Jerome Powell. Trump schrijft op zijn eigen Truth Social dat Powell een 'fool' is, die geen enkel idee heeft. Maar zegt Trump ook: 'Verder mag ik hem heel erg!' Verder hoor je wat de nieuwste tegenvaller voor Elon Musk is en hoe Chinese aandelen profiteren van het oplaaiende conflict tussen India en Pakistan. En we kijken naar de koffieprijzen, want die stijgen gigantisch volgens koffieboer JDE Peets. Dat betekent in Nederland waarschijnlijk weer ruzies met de grote supermarkten.See omnystudio.com/listener for privacy information.

Navigating the US-China Trade Wars with Ker GibbsWelcome to the latest edition of the Asia Business Podcast blog, where we delve into pressing economic issues and challenges. In this episode, we're joined by Ker Gibbs, an esteemed former president of the American Chamber of Commerce in Shanghai, and an expert with deep insights into U.S.-China trade relations. Ker shares his perspectives on the ongoing trade tensions, the geopolitical landscape, and the role of multinational businesses amid evolving global strategies.Introducing Ker GibbsConnect with KerKer Gibbs brings a wealth of experience from his tenure as the president of the American Chamber of Commerce in Shanghai. An executive in residence at the University of San Francisco and a partner at Foresight Restructuring, Ker has also co-authored "Selling to China," offering an in-depth exploration of foreign business adaptations within China.Understanding Trade Disputes and the Geopolitical LandscapeKer and Art discuss the ever-changing trade disputes between the U.S. and China, emphasizing the fluidity and complexity of negotiations. Ker highlights how changing U.S. strategies, particularly during the Trump administration, contributed to the tensions around tariffs and broader trade issues. The conversation delves into key obstacles in the bilateral relationship, including questions of sovereignty, economic supremacy, and military containment.The Role of Made in China 2025The discussion shifts to China's "Made in China 2025" initiative, which Ker notes has been less publicly discussed in recent times. However, the ambitions to dominate in areas like robotics and artificial intelligence continue to influence perceptions and policies in Washington, contributing to trade tensions. Ker explores how such initiatives may appear threatening to the U.S., given differing historical and economic perspectives.Multinationals Navigating Decoupling ChallengesAs the conversation continues, Ker offers insights into how multinational companies are adapting to the challenges of decoupling and increased self-sufficiency. He discusses the restructuring required for global businesses to operate in a siloed model, emphasizing the resilience and adaptability needed by companies in these complex scenarios.The Symbiotic U.S.-China RelationshipThe podcast also covers the intricate and symbiotic economic relationship between the U.S. and China. Ker and Art debate how both nations face significant domestic political pressures, affecting global trade and decision-making processes. They examine how multinational companies might engage with these political landscapes, providing potential pathways for future cooperation.Bridging the Policy and Business DivideKer stresses the importance of multinational companies playing a role in bridging policy and business divides, especially in the context of globalization. He argues that while businesses are inherently driven by profit motives, they can still contribute to societal solutions by understanding the broader policy implications of their operations.Conclusion: Optimism and Future OutlookIn closing, Ker Gibbs remains optimistic about reaching a trade agreement, considering the potential economic harms that could arise from prolonged disputes. The podcast ends with a reflection on the importance of continual dialogue and foresight in restructuring global strategies to enhance resiliency and cooperation between the U.S. and China.Listeners interested in further information can connect with Ker via LinkedIn, Facebook, or Instagram, where he shares continued insights on U.S.-China business dynamics. Thank you for joining us in this insightful conversation on the Asia Business Podcast. Stay tuned for more episodes that navigate the complexities of international trade and economics.Timestamps00:00 Introduction and Guest Introduction00:53 Current US-China Trade Obstacles02:04 Trump's Trade Strategy and China's Response04:51 Geopolitical Tensions and Historical Context08:00 Made in China 2025 and Self-Sufficiency14:05 Business Community's Role in US-China Relations26:46 Conclusion and Final Thoughts ProducerJacob ThomasFollow UsLinkedInApple Podcasts

In today's episode, Kip breaks down the latest market action following a relatively drama free Fed meeting and takes us inside the day's key movers, including a rally led by semiconductors and tech stocks. Kip dives into why the chip sector's performance and Tesla's next moves could signal a big shift for the broader market and explains why all eyes should be on these market leaders reclaiming their 200 day moving averages.

In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's diversification strategy in the IoT and automotive sectors. The conversation highlights the challenges and opportunities both companies face in a rapidly evolving market. In this conversation, Jay Goldberg and Ben discuss the current state of the semiconductor industry, focusing on cost management strategies, Intel's advancements in foundry technology, and the competitive landscape with TSMC. They explore the implications of new technologies like Power Via and the shift towards chiplet architecture. Additionally, they delve into the concept of AI factories and how they represent a new approach to data center infrastructure, transforming it from a cost center to a profit center.

On Tuesday's edition of The Daily Trader, Kevin Hincks turns his attention to of the largest A.I. chips stocks: Nvidia (NVDA) and AMD Inc. (AMD). Using a similar call diagonal strategy, Kevin composes 2 different example options trades taking into consideration both companies' upcoming earnings reports.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

For decades, semiconductor fabs tolerated—and even expected—bad yields. Less than 50%, sometimes as low as 10%. Credible die yield data is rare, but here's a market analysis from the late 1980s for the US Trade Representative during the US-Japan semiconductor dispute. It implies that when American and Japanese firms began 16K DRAM in 1978, yields were about 2%. Laughably low, but expected. And they stayed low. By 1984, US 16K DRAM yield hit 36%. Japan: 48%—better, still bad. Six years later! Now look at TSMC's N5/N4 node, about 4–5 years old. Trade secrets, but N4 yields are around 80%. What's going on? 6-micron process vs. 4-nanometer. The latter is far harder. Yet we're hitting 80–90% yields. Is it a conspiracy? No—the fabs opened their third eyes. With new tools, they began inspecting and improving. In this video: how automated inspection tools revolutionized chip fabrication.

For decades, semiconductor fabs tolerated—and even expected—bad yields. Less than 50%, sometimes as low as 10%. Credible die yield data is rare, but here's a market analysis from the late 1980s for the US Trade Representative during the US-Japan semiconductor dispute. It implies that when American and Japanese firms began 16K DRAM in 1978, yields were about 2%. Laughably low, but expected. And they stayed low. By 1984, US 16K DRAM yield hit 36%. Japan: 48%—better, still bad. Six years later! Now look at TSMC's N5/N4 node, about 4–5 years old. Trade secrets, but N4 yields are around 80%. What's going on? 6-micron process vs. 4-nanometer. The latter is far harder. Yet we're hitting 80–90% yields. Is it a conspiracy? No—the fabs opened their third eyes. With new tools, they began inspecting and improving. In this video: how automated inspection tools revolutionized chip fabrication.

This toothpaste is a NASA spinoff based on the revolutionary insight of a NASA scientist who used biology to make semiconductors.

Would you be able to describe what a semiconductor is?A lot of us probably can't, but they're essential to modern life as we know it. Today, we're headed to NeoCity and the Central Florida Semiconductor Innovation Engine to talk with CEO Tawny Olore. This Regional Innovation Engine, funded by the US National Science Foundation, is taking on the major project of developing an ecosystem for producing semiconductors in central Florida that can be translated to other regions.In our conversation, Tawny explains what semiconductors are, how they impact all of our lives, and why building semiconductor ecosystems isn't just a matter of economics, but one of national security. Tawny Olore serves as the Chief Executive Officer for the NSF Central Florida Semiconductor Innovation Engine, where she is responsible for developing a semiconductor ecosystem in Central Florida that can translate to other regions in the United States. Prior to her role, Tawny served as Osceola County's Deputy County Manager, responsible for the oversight and management of the Transportation and Transit, Public Works, Real Estate and Right of Way, and Information Technology departments. She has also served as Program Manager for the FDOT Rail Transit program for District Five, specifically managing all aspects of SunRail, Central Florida's Commuter Rail project – a 61-mile system with 12 stations traversing through a multiple of jurisdictions including four counties and 11 cities.Listen to the full episode to hear:How advanced packaging of semiconductors drives innovation in everything from healthcare to home electronicsHow the Semiconductor Innovation Engine will bring high-wage jobs to an area historically driven by tourismHow the supply chain issues of the pandemic highlighted the need to bring semiconductor production to the US The key partners across research, education, and economic development that have joined the engineHow research and development in partnership with the engine will drive innovation in other sectors like supercomputing and data centersHow the engine will measure their success in the region from creating jobs to cutting commute times Learn more about Tawny Olore, P.E.:Central Florida Semiconductor Innovation EngineConnect on LinkedInLearn more about Anika Horn:Social VenturersSign up for Impact CuratorInstagram: @socialventurersResources:Brookings MetroOsceola County Commission to Work with South Korean Firm to Bring Hundreds More Jobs to NeoCityPlug and Play NeoCity | Corporate InnovationELSPESThe Builder PlatformChip War: The Fight for the World's Most Critical Technology, Chris Miller 

In this episode of the Fully Charged Show Podcast, Imogen Bhogal sits down with Lars Reger, CTO of NXP Semiconductors, to explore the critical role that chips play in the electric vehicle revolution. With the average EV containing around 10,000 semiconductors - 10 times more than an combustion car, these tiny silicon components are doing some seriously heavy lifting — from power & energy management, control systems, security, connectivity to autonomous driving and increasing amounts of AI.   NXP supplies chips to major automotive players around the globe, giving Lars a front-row seat to the transformation of electric mobility from the incumbents, to the new players and beyond. Together, they delve into what it really means to create a software-defined vehicle, the future of self-driving and the need for energy-efficient AI. Lars also shares what can be learnt from the global chip shortage and how it can be avoided from happening again. Enjoy!  @EverythingElectricShow   @fullychargedshow    00:00 Introduction and a bit of context  02:36 Ad Break  02:52 NXP Semiconductors  05:04 An accident and a brain on shoes?!  14:48 Chips and rolling robots!  20:39 A global perspective  26:00 Avoiding another chip crisis  36:26 New oems are more efficient  38:46 Making AI more efficient  46:43 What ChatGPT can learn from Electric Cars  49:38 A huge convergence?  53:20 Just one wish  56:07 Concluding thoughts  56:52 Ad: Duracell Energy    This episode is sponsored by Duracell Energy! Enter the Free Prize Draw to WIN your own Duracell Energy bunny here: https://www.duracellenergy.com/givaway/    Get a free quote for solar and battery from Duracell Energy here: https://bit.ly/4i9ERid    Free Prize Draw Terms & Conditions can be found here: https://www.duracellenergy.com/wp-content/uploads/2025/01/Prize-Draw-2025-Puredrive-Energy-Ltd.pdf   Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel: https://www.youtube.com/@fullychargedshow Why are our episodes now sponsored? https://fullycharged.show/blog/dan-caesar-on-x-insta-youtube-and-why-we-made-a-contro[…]s-on-fully-charged-everything-electric-electric-vehicles-uk/ Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become a Fully Charged SHOW Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Fully Charged newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/fullychargedshow To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show Everything Electric CANADA - Vancouver Convention Center - 5th, 6th & 7th September 2025 Everything Electric SOUTH (UK) - Farnborough International - 10th, 11th & 12th October 2025 Everything Electric AUSTRALIA VIC - 14th, 15th & 16th November 2025 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electricvehicles #semiconductor #nxp

In this episode, Ben and Jay discuss Intel's recent earnings report, the implications of leadership changes, and the market's reaction. They delve into the challenges of workforce reductions, the need for cultural shifts within the company, and the importance of empowering engineers. The conversation also covers Intel's AI strategy, foundry developments, and the impact of global tariffs on the semiconductor industry.

This podcast features the director of Swansea's Centre for Integrative Semiconductor Materials

Sir Niall Ferguson, renowned historian and Milbank Family Senior Fellow at the Hoover Institution, joins Azeem Azhar to discuss the evolving relationship between the U.S. and China, Trump's foreign policy doctrine, and what the new global economic and security order might look like. (00:00)  What most analysts are missing about Trump (05:43)  The win-win outcome in Europe–U.S relations (11:17)  How the U.S. is reestablishing deterrence (15:50)  Can the U.S. economy weather the impact of tariffs? (23:33) Niall's read on China (29:29)  How is China performing in tech? (33:35)  What might happen with Taiwan (42:43) Predictions for the coming world order Sir Niall Ferguson's links:Substack: Time MachineBooks: War of the World, Doom: The Politics of CatastropheTwitter/X: https://x.com/nfergusAzeem's links:Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new show This was originally recorded for "Friday with Azeem Azhar" on 28 March. Produced by supermix.io and EPIIPLUS1 Ltd

With rapid advancements reshaping technology, mergers and acquisitions are becoming crucial in defining the semiconductor industry's future. How are industry leaders navigating these shifts? And what role do strategic M&A and AI play in fostering innovation and attracting highly specialized talent? Tune in for more.

Paul Frischer on Organic Printed Semiconductors: The Future of Zero-Carbon Buildings The Green Impact Report Quick take: This episode reveals a breakthrough in sustainable building technology - organic printed semiconductors that can turn any window into a power generator while reducing energy consumption by up to 50%. Meet Your Fellow Sustainability Champion Accomplished Senior Executive with successful management experience in global real estate strategy, research, financial technology and ESG investment. An extensive track record in real estate operations management, financial product development, revenue growth and capital funding. Full P&L responsibility for go-to-market strategies, the pursuit of operational improvements, and organic growth. Broad areas of expertise include strategic insight, innovation, financial and operational control, writing, marketing, sales, leadership, and forecasting. He currently dedicates himself to delivering expert consulting to companies in the real estate industry, renewable energy, and startup ventures. Strong consulting professional background, graduated from Bucknell University and NYU, MBA.

If Warren Buffett is the king of capital allocation—Henry Singleton is the ghost. Singleton built one of the most successful conglomerates in American history, transforming business while remaining virtually unknown. While Wall Street chased fads, Singleton, who could play chess blindfolded, quietly turned industrial conglomerate Teledyne into a business juggernaut with 20.4% annual returns over nearly three decades—outperforming Buffett, outmaneuvering rivals, and outlasting the hype. Dive into the mind of a man who Charlie Munger said had "the best operating and capital deployment record in American business—bar none." This is a masterclass in disciplined capital allocation and long-term thinking on the most underrated business genius of the 20th century.  If you're building a business, allocating capital, or simply trying to think more clearly in a noisy world, you cannot afford to miss this one.  (03:16) Prologue (05:59) PART 1: THE MAKING OF A MAVERICK (07:48) After MIT (10:24) Founding of Teledyne (14:04) The Future is Semiconductors (17:18) What to Acquire? (19:12) Integrating into the Teledyne System (21:49) Vasco Metals and George Roberts (23:40) PART 2: MASTER CAPITAL ALLOCATOR (28:10) Entering Insurance (29:44) The Great Buyback Revolution (32:46) Teledyne Operating Systems (34:56) Thinking Local (37:41) Building Knowledge (39:59) PART 3: PEAK PERFORMANCE (42:51) Planning for Retirement (44:09) Passing the Torch (46:45) End of an Era: Singleton Retires (47:41) Teledyne After Singleton (48:46) Singleton's Legacy (51:05) SHANE'S REFLECTIONS This episode is for informational purposes only and most of the research came from reading Distant Force: A Memoir of the Teledyne Corporation and the Man Who Created It, with an Introduction to Teledyne Technologies by Dr. George A. Roberts with Robert J McVicker and The Outsiders by William N. Thorndike, Jr. Additional source: 1979 Interview with Forbes Check out highlights from these books in our repository, and find key lessons from Singleton here —https://fs.blog/knowledge-project-podcast/outliers-henry-singleton/ Upgrade — If you want to hear my thoughts and reflections at the end of all episodes, join our membership: ⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠ and get your own private feed. Newsletter — The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices

Gaffe Machine: Mark Carney DOES NOT Know CanadaBecome a supporter of this podcast: https://www.spreaker.com/podcast/radio-baloney-the-richie-baloney-show--4036781/support.

In this episode, Ben and Jay discuss the current state of the semiconductor market, focusing on the impact of tariffs, the upcoming earnings season, and the potential for sector rotation amidst economic uncertainty. They explore how companies are navigating these challenges, particularly in relation to AI demand and capital expenditures, while also considering Nvidia's position in the market. In this conversation, Ben and Jay discuss the implications of tariffs on various sectors, particularly focusing on AI and the analog chip industry. They explore how supply chains may need to adapt to new tariff regulations and the potential impact on consumer electronics prices. The discussion also delves into Intel's organizational changes and the anxiety surrounding potential layoffs, as well as TSMC's earnings and its position in the semiconductor market amidst changing demand dynamics.

This week on the Trading Justice Podcast, Matt and Mark Justice break down the déjà vu market we're all living in—tariffs, inflation, Fed indecision… rinse and repeat. But beneath the recycled headlines, the story is starting to shift. Volatility is cooling. Patterns are forming. And the Justice boys are here to walk you through the real signals beneath the noise. They dive deep into SPY's developing setup, Jerome Powell's “no, with an exclamation” moment, and what it means when the Fed officially steps away from the market. Plus, breakdowns on gold, bitcoin, and a packed week of earnings—featuring big names like NVIDIA, Netflix, Taiwan Semiconductor, UnitedHealth, and American Express.

Send us a textAcoustic inspection stands as a silent sentinel in semiconductor manufacturing, detecting microscopic defects that could lead to catastrophic failures in high-value applications. Bryan Schackmuth, Senior Product Line Manager at Nordson Test and Inspection, reveals how this technology has evolved from laboratory tools to production-line essentials.When ultrasound encounters even the tiniest air gap—we're talking hundreds of angstroms—it reflects completely, making acoustic imaging uniquely powerful for evaluating bonds between materials. While optical inspection shows surface defects and X-ray reveals density variations, acoustic inspection peers between layers, identifying delamination and other hidden flaws that might otherwise escape detection until field failure.The challenges of advanced packaging have driven significant innovation in acoustic inspection technology. As manufacturers stack more die, create complex interconnects, and push toward heterogeneous integration, the value of each wafer increases dramatically. Nordson's SpinSam system represents a breakthrough in this space, replacing traditional raster scanning with a rotational approach that achieves 41 wafers per hour—eight times faster than previous generation technology—while maintaining resolution down to 10 microns.Beyond pure speed, the system's spinning scan technology offers unique advantages for edge inspection where defects are more common due to coefficient of thermal expansion effects. The modular design allows maintenance on individual scanners while others continue operating, maximizing uptime in production environments. Most exciting is the integration of AI and machine learning for defect detection, moving beyond simple thresholds to analyze complex multilayer images simultaneously.Want to see how your inspection strategies might benefit from these advances? Check out Nordson's SpinSam technology at nordson.com and discover how acoustic inspection is helping manufacturers achieve higher yields and more reliable products in today's most demanding semiconductor applications.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

*Hosted by Fei Yu*In this episode, I interviewed Thomas Berden, COO of VAT Group where we discussed VAT's strategy of staying ahead of the curve, investing in capacities and capabilities, and maintaining a flexible cost model with a 25% temporary workforce. Thomas emphasizes the importance of customer focus, technology innovation, and a decentralized quality organization. He also highlights the challenges of managing a global footprint and the need for resilience and speed in the semiconductor industry.Discover more details here.Follow us on:Instagram: http://bit.ly/2Wba8v7Twitter: http://bit.ly/2WeulzXLinkedin: http://bit.ly/2w9YSQXFacebook: http://bit.ly/2HtryLd

Apple gets a break from the Trump tariffs. What's going on with Apple? France is planning country-wide digital IDs on iPhones. Could Instagram be finally coming to the iPad after 15 years? And could Apple be working on two versions of the next Vision Pro headset? Trump gives Apple a giant break with wide-ranging tariff exemptions. Trump touts how he 'helped' Tim Cook with US tariff pivots. Trump signals semiconductor tariffs are coming 'very soon'. What's wrong with Apple? On-device Apple Intelligence training seems to be based on controversial technology. France plans country-wide digital identity cards on iPhone by the summer. Indonesians can again buy the iPhone 16 as ban is finally lifted. Instagram may finally be coming to iPad after 15 years. Apple Maps on the web leaves beta, now works on mobile devices. Apple rebrands its advertising business as 'Apple Ads'. Apple is reportedly working on two new versions of the Vision Pro. Tim Cook really wants Apple Glass to become a reality. Apple to launch new recycling promo, offering up to $20 discount on AirPods and other accessories. Apple's Beats brand just announced its first-ever USB-C cables. Picks of the Week: Alex's Pick: Mix Effect Pro Doc's Pick: OBSBot Tail 2 Andy's Picks: GoComics & Comics Kingdom Hosts: Leo Laporte, Alex Lindsay, and Andy Ihnatko Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: storyblok.com/twittv-25 Melissa.com/twit bitwarden.com/twit

In this episode, Azeem Azhar speaks with Ryan Petersen, CEO and founder of logistics platform Flexport, about the current state of global trade amidst escalating tariffs, geopolitical tensions, and technological disruption. Ryan offers unique insights from the frontlines of the US-China trade war and explores how businesses are adapting to a rapidly changing landscape. (00:00) Episode trailer (01:12) Ryan's overall thoughts and predictions (03:40) Why shipping is crucial to your everyday life (08:07) Why tariffs may actually increase global shipping (11:34) Who's pausing their China shipments? (14:29) The mindset of Flexport customers right now (16:02) Is this the end of globalization? (21:48) The fragility and resiliency of global trade (25:27) The most underrated story in the world (30:25) How tech has changed global trade (36:31) Who will win in the new trade settings? (41:20) What could a U.S-China trade deal look like? Ryan's links:Flexport https://www.flexport.com/ Twitter/X https://x.com/typesfast LinkedIn https://www.linkedin.com/in/rpetersen/Azeem's links: Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new showThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below. The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at live@exponentialview.co.Produced by supermix.io and EPIIPLUS1 Ltd

Apple gets a break from the Trump tariffs. What's going on with Apple? France is planning country-wide digital IDs on iPhones. Could Instagram be finally coming to the iPad after 15 years? And could Apple be working on two versions of the next Vision Pro headset? Trump gives Apple a giant break with wide-ranging tariff exemptions. Trump touts how he 'helped' Tim Cook with US tariff pivots. Trump signals semiconductor tariffs are coming 'very soon'. What's wrong with Apple? On-device Apple Intelligence training seems to be based on controversial technology. France plans country-wide digital identity cards on iPhone by the summer. Indonesians can again buy the iPhone 16 as ban is finally lifted. Instagram may finally be coming to iPad after 15 years. Apple Maps on the web leaves beta, now works on mobile devices. Apple rebrands its advertising business as 'Apple Ads'. Apple is reportedly working on two new versions of the Vision Pro. Tim Cook really wants Apple Glass to become a reality. Apple to launch new recycling promo, offering up to $20 discount on AirPods and other accessories. Apple's Beats brand just announced its first-ever USB-C cables. Picks of the Week: Alex's Pick: Mix Effect Pro Doc's Pick: OBSBot Tail 2 Andy's Picks: GoComics & Comics Kingdom Hosts: Leo Laporte, Alex Lindsay, and Andy Ihnatko Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: storyblok.com/twittv-25 Melissa.com/twit bitwarden.com/twit

Apple gets a break from the Trump tariffs. What's going on with Apple? France is planning country-wide digital IDs on iPhones. Could Instagram be finally coming to the iPad after 15 years? And could Apple be working on two versions of the next Vision Pro headset? Trump gives Apple a giant break with wide-ranging tariff exemptions. Trump touts how he 'helped' Tim Cook with US tariff pivots. Trump signals semiconductor tariffs are coming 'very soon'. What's wrong with Apple? On-device Apple Intelligence training seems to be based on controversial technology. France plans country-wide digital identity cards on iPhone by the summer. Indonesians can again buy the iPhone 16 as ban is finally lifted. Instagram may finally be coming to iPad after 15 years. Apple Maps on the web leaves beta, now works on mobile devices. Apple rebrands its advertising business as 'Apple Ads'. Apple is reportedly working on two new versions of the Vision Pro. Tim Cook really wants Apple Glass to become a reality. Apple to launch new recycling promo, offering up to $20 discount on AirPods and other accessories. Apple's Beats brand just announced its first-ever USB-C cables. Picks of the Week: Alex's Pick: Mix Effect Pro Doc's Pick: OBSBot Tail 2 Andy's Picks: GoComics & Comics Kingdom Hosts: Leo Laporte, Alex Lindsay, and Andy Ihnatko Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: storyblok.com/twittv-25 Melissa.com/twit bitwarden.com/twit

Apple gets a break from the Trump tariffs. What's going on with Apple? France is planning country-wide digital IDs on iPhones. Could Instagram be finally coming to the iPad after 15 years? And could Apple be working on two versions of the next Vision Pro headset? Trump gives Apple a giant break with wide-ranging tariff exemptions. Trump touts how he 'helped' Tim Cook with US tariff pivots. Trump signals semiconductor tariffs are coming 'very soon'. What's wrong with Apple? On-device Apple Intelligence training seems to be based on controversial technology. France plans country-wide digital identity cards on iPhone by the summer. Indonesians can again buy the iPhone 16 as ban is finally lifted. Instagram may finally be coming to iPad after 15 years. Apple Maps on the web leaves beta, now works on mobile devices. Apple rebrands its advertising business as 'Apple Ads'. Apple is reportedly working on two new versions of the Vision Pro. Tim Cook really wants Apple Glass to become a reality. Apple to launch new recycling promo, offering up to $20 discount on AirPods and other accessories. Apple's Beats brand just announced its first-ever USB-C cables. Picks of the Week: Alex's Pick: Mix Effect Pro Doc's Pick: OBSBot Tail 2 Andy's Picks: GoComics & Comics Kingdom Hosts: Leo Laporte, Alex Lindsay, and Andy Ihnatko Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: storyblok.com/twittv-25 Melissa.com/twit bitwarden.com/twit

Semiconductors are under pressure after Nvidia (NVDA) reveals a $5.5B charge from new export restrictions. The company's H20 A.I. chip reportedly was used in China's DeepSeek research, and this charge is weighing on NVDA shares. Kim Forrest joins Diane King Hall to discuss the wider scope of the U.S. and China trade war and what it means for semiconductors. She discusses the issues of building fabrication and manufacturing facilities outside of Taiwan. Kim also looks at ASML earnings and previews TSMC (TSM) ahead of its report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Apple gets a break from the Trump tariffs. What's going on with Apple? France is planning country-wide digital IDs on iPhones. Could Instagram be finally coming to the iPad after 15 years? And could Apple be working on two versions of the next Vision Pro headset? Trump gives Apple a giant break with wide-ranging tariff exemptions. Trump touts how he 'helped' Tim Cook with US tariff pivots. Trump signals semiconductor tariffs are coming 'very soon'. What's wrong with Apple? On-device Apple Intelligence training seems to be based on controversial technology. France plans country-wide digital identity cards on iPhone by the summer. Indonesians can again buy the iPhone 16 as ban is finally lifted. Instagram may finally be coming to iPad after 15 years. Apple Maps on the web leaves beta, now works on mobile devices. Apple rebrands its advertising business as 'Apple Ads'. Apple is reportedly working on two new versions of the Vision Pro. Tim Cook really wants Apple Glass to become a reality. Apple to launch new recycling promo, offering up to $20 discount on AirPods and other accessories. Apple's Beats brand just announced its first-ever USB-C cables. Picks of the Week: Alex's Pick: Mix Effect Pro Doc's Pick: OBSBot Tail 2 Andy's Picks: GoComics & Comics Kingdom Hosts: Leo Laporte, Alex Lindsay, and Andy Ihnatko Guest: Doc Rock Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: storyblok.com/twittv-25 Melissa.com/twit bitwarden.com/twit

Plus, South Korea says it's preparing roughly $23 billion in government support for the chip sector amid tariff uncertainty. And Netflix aims for a $1trillion market capitalization. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

As Donald Trump threatens tariffs on imported semiconductors, we head to Taipei to see how Taiwan is preparing. Plus: geopolitical expert Robert Kaplan tells us where the transatlantic relationship stands. Then: we explore Expo 2025 in Osaka, jump aboard La Dolce Vita Orient Express and take in the V&A Cartier exhibit.See omnystudio.com/listener for privacy information.

Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture Obama's solar electric power plan failed, another scam imploded and the money is gone. China is now halting the minerals. Sometimes you must show the people. [CB] says the quiet part out loud.  Trump is weaving in and out of the [CB] system, making sure the transition does not impact the people. The [DS] is having a tough time keeping up the narrative of the deported illegals. The administration said they are not playing the games with the rogue judges anymore. Trump just sent a message to the people of this country. How do you beat an entrenched enemy, the only way is using game theory. This is not another election, the enemy is being produced and will be defeated.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/WallStreetApes/status/1911060272464478599 https://twitter.com/DC_Draino/status/1911523170420400257   https://twitter.com/realJeremyCarl/status/1911563832432169376 https://twitter.com/RapidResponse47/status/1911758681907077131   https://twitter.com/RodDMartin/status/1911097618622464493 Apple Races To Boost iPhone Production In India, Vietnam As Trump Pauses Tariffs President Trump's 90-day pause on his "reciprocal" tariffs for countries that did not retaliate—excluding China—has allowed Tim Cook's Apple to ramp up production of smartphones, tablets, and laptops in India and Vietnam. Sources familiar with Apple's supply chains told Nikkei Asia that top suppliers in India were instructed to ramp up iPhone production. Yet the people noted that factory utilization rates were already at maximum levels, making it challenging to bring on significant amounts of new production. Here's more from the report: Source: zerohedge.com Sunday Talks: Secretary of Commerce Outlines Purpose of Tariff “Exemptions” – Sector Specific Tariffs Coming Soon   there are two “sector specific” tariffs in Semiconductors and Pharmaceuticals that will be announced in the next few months.  The recently announced “exemptions” are products that will be included in the sector specific tariffs that are also identified as “non-negotiable” tariffs. Semiconductor items, automobiles, steel and aluminum as well as pharmaceutical products will fall under categories or ‘sectors' of products that will be non-negotiable in all trade agreements for the tariff levy applied.  Any nation who enters negotiations for new Free Trade Agreements (FTAs) will not be permitted to negotiate trade on semiconductor products, automobiles, steel, aluminum and medications.  WATCH: Source: theconservativetreehouse.com Stephen Miller Reiterates Tariff Strategy Around Section 232 National Security Products   Steel, Aluminum, Automobiles, Pharmaceuticals and components for semiconductor manufacturing all fall under the Section 232 “National Security” tariff umbrella. Meaning, the products within each of those sectors of manufacturing are handled ¹differently from all other tariffs as executed.  WATCH: [¹NOTE: This approach could present a problem in future lawsuits, because the administration is now beginning to define what is classified as a ‘national security' product. Lawfare operatives will likely say in court that all other tariff sectors (not 232) are controlled by congress, not the President; at least that will be their predictable argument. The administration will counter by arguing all other sector tariffs are directed in response to the Fentanyl crisis, which is again described as a “national security” threat.]  Source: theconservativetreehouse.com 

In this conversation, Jay Goldberg interviews Amir Panoush, CEO of CEVA, discussing the evolution of the company, its role in the semiconductor industry, and the importance of digital signal processing (DSP) technology. They explore Siva's market segments, customer base, and the company's value proposition compared to competitors like ARM. The discussion also covers the integration of AI at the edge, new customer partnerships, and the emerging satellite market. Amir shares insights on management strategies in an IP-focused company and outlines future directions for CEVA.

Semiconductors are defined for the upcoming Section 232 investigation; avoid the 125% tariffs for now. Listen for more on Two Minutes in Trade. 

Lead to Soar! is a production of A Career that Soars!In this episode of L2S!, leadership and gender equality expert Michelle Redfern sits down for an interview with Semiconductor engineer and DEI expert Alicia Scott. Alicia joins us to share her experiences advancing in a highly male-dominated space - semiconductors and shares her thoughts and experience as a Woman of Colour in STEM. Learn more about Lead to Soar! and A Career that Soars! by visiting LeadToSoar.com.~Bio for Guest Alicia ScottAlicia Scott has 25 years of professional experience in the semiconductor industry and is currently the Senior Director of People, Culture and DEI at onsemi. Alicia earned a BS in Microelectronic Engineering from Rochester Institute of Technology, and an MBA from Arizona State University. Bio for Michelle RedfernMichelle founded Advancing Women, an enterprise that provides research and advisory services on workplace gender equality, inclusion, and diversity. She is co-host of A Career that Soars! the founder of women's network Women Who Get It co-founder of CDW (Culturally Diverse Women) and host of the Lead to Soar podcast.Michelle is an experienced Non-Executive Director with Board and advisory roles in the finance, sport, for purpose and supply chain sectors. She is a proud Ambassador for Flexible Working Day and Girls Uniform Agenda. She has held executive leadership roles at ASX & FTSE listed companies NAB, Telstra and Serco during her 30-year corporate career.Michelle is a Graduate of the AICD, holds an Executive MBA (Distinction) and has various accreditations in organisational diversity and coaching. She is an in-demand speaker and is a regular contributor to the discussion and advocate for gender equality and inclusion in sport and business workplaces. Hosted on Acast. See acast.com/privacy for more information.

Trump to Announce New Semiconductor Tariffs; Helicopter Company Involved in Fatal Crash Shuts Down | NTD Good Morning

Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to “fight to the end” – and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the President's tariff strategy. Why CFRA's Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P – for now… Plus, Jefferies playbook for tariff volatility. Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBC's Helima Croft discussed the outlook for oil prices while one of the street's top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade.  Squawk on the Street Disclaimer

The microchip maker Nvidia is a Silicon Valley colossus. After years as a runner-up to Intel and Qualcomm, Nvidia has all but cornered the market on the parallel processors essential for artificial-intelligence programs like ChatGPT. “Nvidia was there at the beginning of A.I.,” the tech journalist Stephen Witt tells David Remnick. “They really kind of made these systems work for the first time. We think of A.I. as a software revolution, something called neural nets, but A.I. is also a hardware revolution.” In The New Yorker, Stephen Witt profiled Jensen Huang, Nvidia's brilliant and idiosyncratic co-founder and C.E.O. His new book is “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.” Until recently, Nvidia was the most valuable company in the world, but its stock price has been volatile, posting the largest single-day loss in history in January. But the company's story is only partially a business story; it's also one about global superpowers, and who will decide the future. If China takes military action against Taiwan, as it has indicated it might, the move could wrest control of the manufacturing of Nvidia microchips from a Taiwanese firm, which is now investing in a massive production facility in the U.S. “Maybe what's happening,” Witt speculates, is that “this kind of labor advantage that Asia had over the United States for a long time, maybe in the age of robots that labor advantage is going to go away. And then it doesn't matter where we put the factory. The only thing that matters is, you know, is there enough power to supply it?” Plus, the staff writer Joshua Rothman has long been fascinated with A.I.—he even interviewed its “godfather,” Geoffrey Hinton, for The New Yorker Radio Hour. But Rothman has become increasingly concerned about a lack of public and political debate over A.I.—and about how thoroughly it may transform our lives. “Often, if you talk to people who are really close to the technology, the timelines they quote for really reaching transformative levels of intelligence are, like, shockingly soon,” he tells Remnick. “If we're worried about the incompetence of government, on whatever side of that you situate yourself, we should worry about automated government. For example, an A.I. decides the length of a sentence in a criminal conviction, or an A.I. decides whether you qualify for Medicaid. Basically, we'll have less of a say in how things go and computers will have more of a say.”Rothman's essay “Are We Taking A.I. Seriously Enough?” appears in his weekly column, Open Questions.

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureInstitutional investors are pulling out of tech stocks, are they planning to bring down the market? Trump has been speaking out against NAFTA, WTO etc for over 40 years. Private investment has been pouring into the US. Elon gives us the direction, end the Fed. The [DS] playbook is not working on the people. When the people are awake and thinking logically the [DS] narratives do not work. This is why Trump needed the people awake. Elon is now exposing who got the kickbacks, expect the violence and attacks to intensify against Trump and Elon. Elon is now reporting that there is evidence of election fraud, he is now handing it over to DHS, is this why Trump has been mentioning a third term.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1906745808927519199   to Goldman Sachs. Meanwhile, hedge funds' net selling of US tech stocks has hit the second-highest level in 5 years. Selling was particularly focused on Semiconductor, Software, and Tech Hardware subsectors. Hedge funds are reducing exposure to tech. https://twitter.com/KanekoaTheGreat/status/1906423106182549593   Trump Says 'Couldn't Care Less' If Foreign Auto Makers Raise Prices Due To Tariffs President Donald Trump said on March 29 that he did not ask automotive CEOs to avoid raising prices in response to sweeping tariffs and that he “couldn't care less” if they do so on foreign-made cars. The Trump administration is poised to levy 25 percent tariffs on all foreign-made automobiles and components on April 2, with temporary exceptions given to companies that import vehicles or parts under the United States-Mexico-Canada Agreement (USMCA) until the government creates a process for applying those duties, according to the White House.   I couldn't care less if they raise prices, because people are going to start buying American-made cars,” he said. “I couldn't care less. I hope they raise their prices, because if they do, people are going to buy American-made cars. We have plenty.” The president emphasized that he wasn't concerned about car prices increasing. Source: zerohedge.com    https://twitter.com/MAGAVoice/status/1906766748482953268    https://twitter.com/america/status/1906520545547489431 TAKE. A. LISTEN Political/Rights https://twitter.com/SecRubio/status/1906684174020284784  safe, @POTUS designated the Tren de Aragua and MS-13 as Foreign Terrorist Organizations. These criminals will no longer terrorize our communities and citizens.  Once again, we extend our gratitude to @nayibbukele and the government of El Salvador for their unparalleled partnership in making our countries safe against transnational crime and terrorism. https://twitter.com/elonmusk/status/1906717838032744488   Director Patel's five biggest victories: Arrest of the top MS-13 leader in the United States, Henrry Josue Villatoro Santos. Arrest of three fugitives on the FBI's Top Ten Most Wanted list - that's almost a third of the list nailed at a stroke. A successful raid and arrest of 22 members of a drug trafficking operation run by suspected violent drug cartel members in Lubbock, Texas. Arrests of Tesla vandals and terrorist attackers. Disruption of a major cryptocurrency scheme reportedly laundering money to support Hamas. These are major wins, especially the first two.   There is still a lot to be done to restore the public's trust in the FBI. The previous administration did not place a high priority on law enforce...