Podcasts about semiconductors

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

How a Boeing 777 can go missing with no verifiable physical remains makes MH 370 the greatest aviation incident ever above all previous mysteries, including Air France 447 and the infamous Amelia Earhart case. The data for what happened to MH 370 is both abundant and unstable. What appears to match the known data, and the most logical assessment of other facts, is the following scenario: the Gulf of Thailand and South China Sea were the scene of a military exercise at the time of the flight's disappearance back in 2014 and 2 AWACS were monitoring the area. A pilot flying to Tokyo heard radio murmuring around the time of lost contact and the 370 co-pilot's phone made contact with a network 30min after the plane turned around and headed back towards Malaysia before turning again toward the Andaman Sea and Indian Ocean where, according to Inmarsat data, it flew south for several hours. The plane did not crash and one of the pilots apparently attempted to establish contact through alternative means, indicating the plane experienced no mechanical failures but lost communication as it was diverted. Many of the passenger's phones continued to ring after being called, something telecommunications companies had no comment on. One of the family members of the missing passengers claimed an intelligence operative approached him after going public and shared a tip that the U.S. government was fully aware of what happened. The FBI also sat on data for years before releasing it to the public or press. The satellite data for the plane's location came form Inmarsat, a UK company. Mysteriously, in the area of where the plane supposedly flew is a secretive joint US-UK military installation on Diego Garcia. Considering the presence of 20 employees from Freescale Semiconductor on board the plane flying to China, it is possible and probable that MH 370 was hijacked but likely via remote control and diverted to the military base in question, or another. What happened after could be similar to Project Northwoods. This scenario explains every piece of the puzzle. What surely did not happen was three orbs teleporting the plane, something con-artist online have sold like countless UFO scammer videos. Diego Garcia also, strangely, uses the phrase “Limuria is in our Charge,' a reference to the lost continent known as the sister of Atlantis. *The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.FREE ARCHIVE (w. ads)SUBSCRIPTION ARCHIVEX / TWITTER FACEBOOKWEBSITEDISCORD CHATCashApp: $rdgable EMAIL: rdgable@yahoo.com / TSTRadio@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-secret-teachings--5328407/support.

S&P Futures are positive this morning ahead of this morning's non-farms payrolls report. Semiconductor stocks are on watch today as the Trump Administration indicated that they will be placing tariffs on those firms that are not building their chips in the U.S. The White House is preparing to start renegotiating a major free trade deal between the U.S.-Mexico-Canada Agreement. Boeing gets two new plane orders and is making plans to hire new workers to replace the striking workers in St. Louis. On the earning front AVGO, DOCU, IOT PATH are higher after earnings releases. The LULU report was very negative, and the stock is falling. ORCL will be releasing earnings next week.

Λίγο ζέσταμα πριν από την παρουσίαση των iPhone 17. Επικοινωνία με την εκπομπή: Email | Facebook Group | Twitter Λεωνίδας Μαστέλλος: Facebook | Twitter | Spotify Μάνος Βέζος: The Vez | Facebook | Twitter | Instagram | Apple Music Apple TV+ Apple TV+ unveils first-look clip of five-part documentary event “Mr. Scorsese” Apple Original Films lands “The Dink,” a new sports comedy feature Apple's Emmy-nominated comedy “Palm Royale” returns for season two on November 12 Apple TV+ announces “The Sisters Grimm,” an animated fantasy adventure series Apple TV+ show 'Trying' will be free on the BBC soon Apple TV+ announces Apple Original podcast “Unicorn Girl,” premiering August 18 Apple TV+ is getting more expensive Apple Offers 54% Off Apple TV+ for Two Months to Stop Cancellations - MacRumors Older Apple TV+ Movies Available to Purchase Directly - MacRumors Apple One Apple One Just Became More Valuable Than Ever - MacRumors Apple Arcade ‎Let's Go Mightycat! Apple Arcade adds fun new content, including NFL Retro Bowl '26, Jeopardy! Daily, and an exciting update to Hello Kitty Island Adventure Vision Pro Watch films virtually at Hogwarts or the Alien containment room Apple Music και TuneIn Apple Music Radio Stations Now Available via TuneIn - MacRumors iPhone 12 και ακτινοβολία Apple to Curb iPhone 12 Radiation With EU-Wide Software Update - MacRumors Το τσίρκο των δασμών Apple increases U.S. commitment to $600 billion, announces American Manufacturing Program Apple and Corning partner to manufacture 100 percent of iPhone and Apple Watch cover glass in Kentucky Apple Announces American Manufacturing Program, Promises to Spend $600 Billion - MacRumors Trump Announces 100% Tariff on Semiconductors, With Exemptions for Companies Building in the U.S. - MacRumors Διαρροές Mark Gurman Responds to Last Week's Apple Device Leaks - MacRumors Awe Dropping Apple Event — September 9 Apple Event Announced for September 9: 'Awe Dropping' - MacRumors Apple Designed Interactive Logo for September 9 Event - MacRumors

The panel examines the U.S. government's $8.9 billion investment in Intel, debating whether it strengthens national security or sets a risky precedent for government ownership in private companies. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jeff Gamet, Eric Bolden, Web Bixby, and Jim Rea discuss Intel's challenges, the role of the CHIPS Act, and political optics. The session also examined Bluesky's withdrawal from Mississippi over strict age-verification laws, and the implications for other states and services. Today's MacVoices is supported by Insta360 and their new GO Ultra, the tiny 4K camera that goes everywhere with you. Visit store.Insta360.com and use the code  “MacVoices” for a free set of Sticky Tabs. Show Notes: Chapters: [0:10] Government investment in Intel [1:30] Concerns about state-owned enterprise [3:49] Intel's struggles and future outlook [5:43] Comparing Intel to past bailouts [7:19] Differences between subsidies and bailouts [7:57] Perspectives on government involvement [9:16] International vs U.S. approaches [11:29] Stratechery analysis on Intel [11:59] CHIPS Act and Intel's funding shift [15:17] Breakdown of grants and obligations [16:40] Political optics of Intel investment [20:30] Bluesky exits Mississippi [21:28] Age-verification law challenges [23:58] Privacy, Facebook, and data security [24:58] Broader implications of restrictive laws Links: Trump confirms US government's 10% stake in Intel, stock climbs https://9to5mac.com/2025/08/22/trump-confirms-us-governments-10-stake-in-intel-stock-climbs/ U.S. Intel https://stratechery.com/2025/u-s-intel/ Bluesky blocks service in Mississippi over age assurance law https://techcrunch.com/2025/08/24/bluesky-blocks-service-in-mississippi-over-age-assurance-law/ Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Ben Roethig has been in the Apple Ecosystem since the System 7 Days. He is the a former Associate Editor with Geek Beat, Co-Founder of The Tech Hangout and Deconstruct and currently shares his thoughts on RoethigTech. Contact him on  Twitter and Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Nicholas Frasse celebrates VanEck's Fabless Semiconductor ETF's (SMHX) first anniversary. He explains the strategy behind choosing semiconductor companies that design but don't manufacture their own chips. He argues that these types of companies are the future of the industry. Top holdings include Nvidia (NVDA), Broadcom (AVGO), and AMD (AMD). All are U.S. listed but can be global companies; the fund is up 20% year-to-date.======== 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

This week's A.M. Update: Week in Review dives into the Trump administration's surprising move to take a 10% stake in Intel to secure domestic chip production, raising questions about government overreach. We also unpack Gavin Newsom's shaky record as California's governor and why it could haunt his 2028 ambitions. Plus, Taylor Swift and Travis Kelce's engagement sparks debate on its cultural impact—could it boost marriage and birth rates? Tune in for sharp analysis and poll results.   AM Update, Week in Review, Aaron McIntire, Intel, Trump administration, semiconductors, Gavin Newsom, California politics, Taylor Swift, Travis Kelce, marriage rates, pop culture, conservative commentary

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical factors, particularly regarding China. They analyze Nvidia's growth projections, the complexities of ASICs, and the competitive landscape for AI servers, particularly highlighting Dell's position in the market. The discussion also touches on the nuances of CapEx spending and the importance of clear communication from companies to investors.

In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry. Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing. The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in! Show Notes: Nandan Nayampally - linkedin.com/in/nandannayampally Carlos Espinal - linkedin.com/in/carloseduardoespinal Baya Systems - bayasystems.com Seedcamp - seedcamp.com

Silvaco's (SVCO) recently-transitioned CEO, Wally Rhines, talks about how his company operates in A.I. chip production. As he explains, A.I. has a "great market, but you have to pick your targets carefully." Wally talks about the targets he sees A.I. moving toward and the ways Silvaco expects to grow with industry trends.======== 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

Rocket Lab to boost investments in the US to expand semiconductor manufacturing capacity and provide supply chain security for space-grade solar cells and electro-optical sensors for national security space missions. Rocket Lab celebrated the 70th Electron mission this weekend. NASA's SpaceX 33rd commercial resupply mission docked with the International Space Station, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Brandon Karpf, friend of the show, founder of T-Minus Space Daily, and cybersecurity expert. Selected Reading Rocket Lab Announces Expanded U.S. Investments for National Security Programs and Semiconductor Manufacturing Rocket Lab Successfully Launches 70th Electron Mission NASA Science, Cargo Launch on 33rd SpaceX Resupply Mission to Station SpaceX X Update on Starship Blue Origin X Updates on NS-35 China sets record with 3,100°C tungsten alloy heating in space - CGTN NASA Sounding Rocket Mission Targeting Aug. 25 Launch Attempt Ready for takeoff: How edge AI is redefining in-space operations - Latent AI KSAT Launches Hyper: Orbiting Ground Stations to Reduce Latency for Faster Access to Actionable Data Aalyria Achieves Laser Comms Breakthrough - Tectonic Defense NASA Shares Final Contenders for Artemis II Moon Mascot Design Contest T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent government investment in Intel, its implications for the semiconductor industry, and the competitive landscape of Nvidia's new technology. They explore the future of Intel, the challenges it faces in securing customers, and the significance of Nvidia's Spectrum XGS Ethernet announcement. The discussion also touches on the state of the analog devices market and anticipates Nvidia's upcoming earnings call, highlighting key areas of interest and potential impacts on the industry.TakeawaysThe U.S. government now owns 10% of Intel, signaling confidence in the company.The investment is part of a broader strategy to support semiconductor manufacturing in the U.S.Intel's future hinges on securing customers and government support.Nvidia's Spectrum XGS Ethernet allows for distributed GPU clusters across locations.The competitive landscape is shifting, with Nvidia targeting Broadcom and Huawei.Analog devices are seeing mixed signals in the market, particularly in automotive.Robotics is an emerging area for analog devices, but still faces challenges.Nvidia's upcoming earnings call is highly anticipated, with expectations of strong demand.The relationship between the U.S. and China is affecting tech investments and sales.The need for a strong board and expertise in manufacturing is crucial for Intel's success.

Will the Jay Powell hint of lower interest rates carry the bull market even higher?  We discuss the potential boom areas of the markets in a lower interest rate environment.  We delve into the recent success of the Frank Value Fund and review its top holdings.  We also discuss big news in Semiconductors including Intel, Nvidia, and some of the top Semiconductor ETFs right now for Growth Investors.  

Marc Andreessen, cofounder Andreessen Horowitz, joins the Hermitix podcast for a conversation on AI, accelerationism, energy, and the future.From the thermodynamic roots of effective accelerationism (E/acc) to the cultural cycles of optimism and fear around new technologies, Marc shares why AI is best understood as code, how nuclear debates mirror today's AI concerns, and what these shifts mean for society and progress. Timecodes:0:00 Introduction 0:51 Podcast Overview & Guest Introduction1:45 Marc Andreessen's Background3:30 Technology's Role in Society4:44 The Hermitix Question: Influential Thinkers8:19 AI: Past, Present, and Future10:57 Superconductors and Technological Breakthroughs15:53 Optimism, Pessimism, and Stagnation in Technology22:54 Fear of Technology and Social Order29:49 Nuclear Power: Promise and Controversy34:53 AI Regulation and Societal Impact41:16 Effective Accelerationism Explained47:19 Thermodynamics, Life, and Human Progress53:07 Learned Helplessness and the Role of Elites1:01:08 The Future: 10–50 Years and Beyond Resources:Marc on X:   https://x.com/pmarcaMarc's Substack: https://pmarca.substack.com/Become part of the Hermitix community:On X: https://x.com/HermitixpodcastSupport: http://patreon.com/hermitixFind James on X: https://x.com/meta_nomad Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Dan is joined by Ben Packman, Chief Strategy Officer of PQShield. Ben leads global expansion through sales and partner growth across multiple vertical markets, alongside taking a lead role in briefing both government and the supply chain on the quantum threat. He has 30 years of experience in technology, health, media, and telecom,… Read More

Alan Rozenshtein, Research Director at Lawfare, sits down with Sam Winter-Levy, a Fellow in the Technology and International Affairs Program at the Carnegie Endowment for International Peace; Janet Egan, a Senior Fellow with the Technology and National Security Program at the Center for a New American Security; and Peter Harrell, a Nonresident Fellow at Carnegie and a former Senior Director for International Economics at the White House National Security Council under President Joe Biden.They discuss the Trump administration's recent decision to allow U.S. companies Nvidia and AMD to export a range of advanced AI semiconductors to China in exchange for a 15% payment to the U.S. government. They talk about the history of the export control regime targeting China's access to AI chips, the strategic risks of allowing China to acquire powerful chips like the Nvidia H20, and the potential harm to the international coalition that has worked to restrict China's access to this technology. They also debate the statutory and constitutional legality of the deal, which appears to function as an export tax, a practice explicitly prohibited by the Constitution.Mentioned in this episode:The Financial Times article breaking the news about the Nvidia dealThe Trump Administration's AI Action PlanFind Scaling Laws on the Lawfare website, and subscribe to never miss an episode.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications for investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Michael Allen talks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains that while trade talks are in a "tactical pause," China's dominance in rare earth minerals and its willingness to use them as leverage reveal a key US vulnerability. The conversation also explores the debate over US semiconductor export controls. He argues that selling advanced chips like Nvidia's H20 to China's military and intelligence apparatus undermines America's technological edge. Craig also explores China's market-dominating strategies in materials like polysilicon and technologies such as LIDAR and display technologies, which pose risks related to supply chain choke points and potential cyber-physical vulnerabilities.

A world changing industry that kind of happened by coincidence.'Chip War' by Chris Miller is a detailed history of the semiconductor industry from its origins in the 1950's to the present day. Important individuals/companies rise and fall as it goes from a new emerging technology created by theorists/tinkers to the global powerhouse companies influenced by countries. It's split into 8 parts with 52 chapters in total.If you got value from the podcast please provide support back in any way you best see fit!Timeline:(00:00:00) Intro(00:02:38) Themes/Questions(00:21:57) Author & Extras(00:26:10) Summary(00:28:18) Value 4 Value(00:29:28) Coming Up/Join Live! Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/jjfq9eGReUTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/TikTok: https://www.tiktok.com/@meremortalspodcastsValue 4 Value Support:Boostagram: https://www.meremortalspodcasts.com/supportPaypal: https://www.paypal.com/paypalme/meremortalspodcast

The United States and China are locked in a race for dominance in artificial intelligence, including its applications and diffusion. American and Chinese AI firms like OpenAI and DeepSeek respectively have captured global attention and major companies like Google and Microsoft have been actively investing in AI development. While the US currently boasts world-leading AI models, China is ahead in some areas of AI research and application. With the release of US and Chinese AI action plans in July, we may be on the cusp of a new phase in US-China AI competition.Why is AI so important for a country's global influence? What are the strengths of China's AI strategy? And what does China's new AI action plan tell us about its AI ambitions? To discuss these questions, we are joined by Owen Daniels. Owen is the Associate Director of Analysis at Georgetown's Center for Security and Emerging Technology and a Non-Resident Fellow at the Atlantic Council. His recently published article in Foreign Affairs co-authored with Hanna Dohmen -- titled China's Overlooked AI Strategy -- provides insights into how Beijing is utilizing AI to gain global dominance and what the US can and should do to sustain and bolster its lead.Timestamps[00:00] Start [02:05] US Policy Risks to Chinese AI Leadership [05:28] Deepseek and Kimi's Newest Models  [07:54] US vs. China's Approach to AI [10:42] Limitations to China's AI Strategy  [13:08] Using AI as a Soft Power Tool  [16:10] AI Action Plans  [19:34] Trump's Approach to AI Competition [22:30] Can China Lead Global AI Governance?  [25:10] Evolving US Policy for Open Models

Alan Rozenshtein, research director at Lawfare, sat down with Sam Winter-Levy, a fellow in the Technology and International Affairs Program at the Carnegie Endowment for International Peace; Janet Egan, a senior fellow with the Technology and National Security Program at the Center for a New American Security; and Peter Harrell, a nonresident fellow at Carnegie and a former senior director for international economics at the White House National Security Council under President Joe Biden.They discussed the Trump administration's recent decision to allow U.S. companies Nvidia and AMD to export a range of advanced AI semiconductors to China in exchange for a 15% payment to the U.S. government. They talked about the history of the export control regime targeting China's access to AI chips, the strategic risks of allowing China to acquire powerful chips like the Nvidia H20, and the potential harm to the international coalition that has worked to restrict China's access to this technology. They also debated the statutory and constitutional legality of the deal, which appears to function as an export tax, a practice explicitly prohibited by the Constitution.Mentioned in this episode:The Financial Times article breaking the news about the Nvidia dealThe Trump Administration's AI Action Plan Hosted on Acast. See acast.com/privacy for more information.

In today's episode on 18th August 2025, we look at why India's best shot at breaking into the semiconductor big league might be in chip packaging and testing, not building billion-dollar fabs.

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.

Market Breadth: NYSE advancers outpaced decliners 4-to-1, suggesting resilience beneath the equity rally (SentimenTrader).Macro Signals: Inflation remains domestically driven; Fed unlikely to cut quickly. U.S. dollar regains strength versus peers (DeepMacro).Dantes Outlook Positioning: Trimmed active tilts, maintaining preference for U.S. equities while adding emerging markets. Funded by profits in gold and inflation hedges. Launched tactical semiconductor strategy based on momentum signals.Bond Market Evolution: Portfolio trading volumes in U.S. corporate bonds surged 54% in H1 2025, boosting liquidity and efficiency (Barclays).Investor Behavior: Morningstar's “Mind the Gap” shows investors underperform funds by ~1.2% annually due to timing mistakes.Forward-Looking Markets: Historical data shows equities often rebound after major payroll revisions, underscoring how markets anticipate economic shifts (Fidelity).Visit us at www.dantesoutlook.com 

Dan is joined by Mamta Gupta, She leads the Security Product Marketing, Datacenter and the Communications Segment Marketing Teams at Lattice. She brings with her over 20 years of FPGA experience in product development with special focus on security, aerospace and defense segments. Dan explores the growing area of cybersecurity… Read More

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 interview, Heidrick & Struggles' Scott Bae speaks to Dr. Roawen Chen, the chief supply chain and operations officer of Qualcomm Technologies. Dr. Chen first defines the concept of a “fab” [fabrication facility] versus “fabless” semiconductor company, and explains how the management of the supply chain is nuanced between the two. He then shares what he calls the “semiconductor trilemma”—how leaders have to balance three competing KPIs: pursuing the most advanced technology, having the lowest cost, and having unlimited supply—and discusses the leadership capabilities he believes are critical to manage that trilemma. Throughout the conversation, he also offers his advice for leaders who are managing the current uncertain and volatile market dynamics as it pertains to the chip space, how he has seen the role of the supply chain and operations leader evolve, particularly since the Covid-19 pandemic, and how he approaches the balance between developing talent internally and recruiting talent externally, particularly when conditions are changing so rapidly. Hosted on Acast. See acast.com/privacy for more information.

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

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

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.

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

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.