Podcasts about semiconductors

Jose Najarro looks at semiconductor stocks up big today like AMD Stock Price, Nvidia Stock Price, and even Intel Stock Price is up. Is it time to buy chip stocks or are we too late to buy the top Chip stocks?A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 337% as of 10/21/2022 and measured against the S&P 500 returns of 105% as of 10/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $AMD $NVDA $QCOM $TSM Semiconductor PodcastNewsletterhttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

* Have suggestions for future podcast guests (or other feedback)? Let us know here!* Want to write with us? Send a pitch using this form :)In episode 48 of The Gradient Podcast, Daniel Bashir speaks to Nathan Benaich.Nathan is Founder and General Partner at Air Street Capital, a venture capital (VC) firm focused on investing in AI-first technology and life sciences companies. Nathan runs a number of communities focused on AI including the Research and Applied AI Summit and leads Spinout.fyi to improve the creation of university spinouts. Together with investor Ian Hogarth, Nathan co-authors the State of AI Report.Subscribe to The Gradient Podcast: Apple Podcasts  | Spotify | Pocket Casts | RSSFollow The Gradient on TwitterOutline:* (00:00) Intro* (02:40) Nathan's interests in AI, life sciences, investing* (04:10) Biotech and tech-bio companies* (08:00) Why Nathan went into VC* (10:15) Air Street Capital's focus, investing in AI at an early stage* (14:30) Why Nathan believes in specialism over generalism in AI, balancing consumer-focused ML with serious technical work* (17:30) The European startup ecosystem* (19:30) Spinouts and inventions born in academia* (23:35) Spinout.fyi and issues with the European model* (27:50) In the UK, only 4% of private AI companies are spinouts* (30:00) Solutions* (32:55) Origins of the State of AI Report* (35:00) Looking back on Nathan's 2021 predictions: Anthropic and JAX* (39:00) AI semiconductors and the difficult reality* (42:45) Nathan's perspectives on AI safety/alignment* (46:00) Long-termism and debates, safety research as an input into improving capabilities* (49:50) Decentralization and the commercialization of open-source AI (Stability AI, Eleuther AI, etc.)* (53:00) Second-order applications of diffusion models—chemistry, small molecule design, genome editors* (59:00) Semiconductor restrictions and geopolitics* (1:03:45) This year's State of AI predictions* (1:04:30) Trouble in semiconductor startup land* (1:08:40) Predictions for AGI startups* (1:14:20) How regulation of AGI startups might look* (1:16:40) Nathan's advice for founders, investors, and researchers* (1:19:00) OutroLinks:* State of AI Report* Air Street Capital* Spinout.fyi* Rewriting the European spinout playbook* Other sources mentioned* Bridging the Gap: the case for an Incompletely Theorized Agreement on AI policy* Choking Off China's Access to the Future of AI* China's New AI Governance Initiatives Shouldn't Be Ignored Get full access to The Gradient at thegradientpub.substack.com/subscribe

In this episode, Françoise speaks with Beth Keser, Ph.D., about her latest book co-authored with Steffen Kröhnert, ESPAT Consulting.  Embedded and Fan-Out Wafer and Panel Level Packaging Technologies for Advanced Application Spaces was published in December 2021. It is essentially a companion to the wafer-level packaging handbook titled, Advances in Embedded and Fan-Out Wafer-Level Packaging Technologies, which the duo published in 2019. This book picks up where the first one left off, with 11 new chapters including contributions from some of the same companies that participated before, as well as new ones.  The book examines the advantages of Embedded and FO-WLP technologies, potential application spaces, package structures available in the industry, process flows, and material challenges, and is filled with contributions from some of the field's leading experts.In the interview, Beth talks about the book's backstory, why and how it was written, and who participated. She also explains why they decided to begin the book with a market report, and how the book is a snapshot in time. Contact Beth Keser on LinkedInOrder your own copy of Embedded and Fan-Out Wafer and Panel Level Packaging Technologies for Advanced Application Spaces.Like what you hear? Follow us on LinkedIn and Twitter Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2023 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

Semiconductors, the “brain” of modern electronics, are essential to industrial, commercial, and military systems in an increasingly digitized global economy. Last month, the Biden administration announced sweeping new restrictions on semiconductor technology exports to China. Dr. James Lewis, Senior Vice President and Director of the Strategic Technologies Program at the Center for Strategic and International … Continue reading Blocking Chips to China

Cohu Inc. (COHU) provides equipment and services for semiconductor manufacturing. George Tsilis joins Oliver Renick to discuss COHU as its earnings were released October 27th. He talks about how the company beat earnings. He talks about how Citi set COHU's price target to $45 up from $30. He then compares COHU to KLAC, LRCX, AMAT, and TER. Tune in to find out more about this overlooked stock and the stock market today.

In this special episode, we sat down with Arthur Herman, senior fellow at the Hudson Institute and director of the Quantum Alliance Initiative. He sheds light on the innovation race between the United States and China, the ongoing microchip wars, and where our data is actually going. One area in the spotlight is the microchip wars. Herman expands on his Forbes column The Chip War With China Is Just Getting Started, saying: “We're just getting started. First, in terms of getting our own semiconductor house in order by realizing how important it is to keep research and development to build a strong, homegrown semiconductor industry again, like what we had in the 1970s and in the 1980s, not depending upon foreign supply chains for those microchips. But also, secondly, … realizing that we have leverage in dealing with China and being able to deny them access to our expertise, to our designs, or to our innovations in semiconductor and microchip technology. But that's just the start of what we really need to do if we're going to have a strong and secure semiconductor industry in the United States.” But that's not the only area of strategic innovation. Citing his Forbes column Can the U.S. Halt China's Quantum Quest?, Herman said: “We also again have to realize that the ways in which China has been able to help itself to many of our key technologies and scientific breakthroughs has to come to an end, that we can't share information and knowledge with them by any means at the rate at which we have of having large numbers of, for example, Chinese doctoral and postdoctoral students studying in American universities, that this is a strategic advantage that China is able to seize upon and has used in the past—we have to limit their access to that kind of advantage again. But you know what, both in the case of AI and in the case of quantum, we've also got supply chain issues, too. You know, quantum technology is going to depend on a whole range of different hardwares that go into the making of quantum computers, of making of quantum random number generators, of the components that go into quantum communications.” ⭕️Watch in-depth videos based on Truth & Tradition at Epoch TV

A former U.S. Marine Corps fighter pilot reportedly tied to a Chinese hacker has now been arrested in Australia. Washington's sweeping China sanctions meet with a twist. Several major U.S. semiconductor makers are still sending microchips to China. Germany's chancellor is visiting China. The trip is among the most controversial to the country by a German leader. A $17 billion deal olive branch has been extended from China to European aircraft giant Airbus. TikTok is admitting it shared European user data with workers in China. Canadian broadcaster CBC is closing its bureau in Beijing after trying and failing to get Chinese work permits for its journalists for two years. ⭕️Watch in-depth videos based on Truth & Tradition at Epoch TV

From Russia's invasion of Ukraine to China's vision for a new global order, there's plenty keeping President Joe Biden's national security officials up at night. On the GZERO World podcast, Ian Bremmer and New York Times national security correspondent David Sanger break down the top foreign and domestic threats outlined in the Biden administration's recently released National Security Strategy document.   According to the report, the No. 1 external danger is not Russia but rather China. Sanger explains why he believes Taiwan's status as a semiconductor superpower may be staving off a Chinese invasion. As for the Russia-Ukraine war, Sanger talks about the "Ukraine paradox" - the better Ukraine gets at resisting Russia, the more likely Vladimir Putin might launch a tactical nuke (and, Sanger notes, he might just get away with it.) But the biggest threat to America's national security could well be at home —an “insider threat" to the stability of the election system coming from Americans willing to engage in political violence.

The Six Five is live for Micron's 1-beta DRAM announcement unveiled this week with the company announcing its next DRAM process node, 1-beta, the world's most advanced DRAM technology. Hosts Patrick Moorhead and Daniel Newman are joined by Thy Tran, VP of DRAM Process Integration at Micron, for another Six Five "Insider" edition podcast. Their conversation covered: The journey to 1-beta DRAM, including overcoming scaling difficulties How Micron is uniquely leading the marketing in both DRAM & NAND and what they have done to achieve this The benefits 1-beta has for mobile memory, specifically LPDDR5X, which the company is now shipping samples of on the 1-beta node A preview of future benefits the 1-beta process node will bring to end market segments To learn more about this announcement, check out Micron's website at https://investors.micron.com/news-releases/news-release-details/micron-ships-worlds-most-advanced-dram-technology-1-beta-node

Dan is joined by Sagar Pushpala, a seasoned semiconductor professional with more than 35 years of experience with IDMs, fabless and related semiconductor entities. He is actively involved with nearly a dozen companies in the US, Singapore and India in advisory/board, consulting and investment roles. Dan explores the dynamics… Read More

The history behind the sudden US ban on certain exports to China, and how the policy affects the global semiconductor supply chain.

Foreign Policy Playlist recommends: FP LiveThis week on FP Playlist, we're featuring FP Live, Foreign Policy's forum for live journalism. FP editor in chief Ravi Agrawal sat down with Jon Bateman, a senior fellow at the Carnegie Endowment for International Peace, to discuss the Biden administration's new sanctions on China's chip and semiconductor industry. Hosted on Acast. See acast.com/privacy for more information.

On the 1st of every month, 7investing publishes its seven best investment ideas. Brett, Ryan, Simon, and Krzysztof discuss the craze of the market. Listen in to hear where some hidden gems might be found in the current economic conditions. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of 7investing's work? Follow them on Twitter here: https://twitter.com/7investing?s=20&t=dWSrp6mORbWwyzuupxBSqg Contact us: chitchatmoneypodcast@gmail.com Timestamps 7investing (2:22) Earnings (16:29) Electric Vehicles (26:22) Aging is a Disease (37:44) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

TSMC now makes the best computer chips - making Taiwan a prize that China needs in order to continue its rise as an economic and military superpower.  Rebroadcast from June 7, 2021.  For more information about this and all our other Next Billion Seconds content, please check out https://nextbillionseconds.com Mark Pesce - The Next Billion Seconds is produced by Ampel - visit https://ampel.com.au to find out what Ampel could do for you! If you are interested in sponsoring The Next Billion Seconds podcast, contact us at hearhere@ampel.com.au. If you enjoyed this show, please leave a rating and/or review on Apple, Spotify or any other podcast platform. See omnystudio.com/listener for privacy information.

On today's show we welcome special guests, Newsight Imaging CEO Eli Assoolin and VSAC CEO George Sobek. Newsight Imaging develops high-quality image sensors that can be integrated into industries such as robotics, automotive, mobile and many others. Vision Sensing Acquisition is a SPAC that is set to merge with Newsight. On the show, Eli and George discuss: -A teach-in on vision sensors and chips -Growth opportunities in semiconductors -Market conditions and whether there's a recession -Their top productivity hacks -And more  

The Biden administration has just dealt a massive blow to the trajectory of the Chinese military, placing a ban on high-end microchips and semiconductors entering China. This is a virtually unprecedented move, and will almost certainly anchor down any growth for China's next generation of warfighting technology, but was this the right time? This is the most prominent card the US could have possibly played. Should they have played it now and given Beijing a chance to recover before a possible war, or played it later when China was at its most vulnerable? We sat down with our panel of experts to ask what effects these sanctions will have both now, and in the long term. On the panel this week: - Tim Cross (The Economist) - Bob Guterma (The China Project) - Jordan Schneider (Rhodium Group) - Chris Miller (Tufts School) Follow the show on @TheRedLinePod Follow Michael on @MikeHilliardAus For more info please visit - www.theredlinepodcast.com

Ryan and Emily give their commentary on midterm polls, the housing crisis, semiconductor battles, CIA spying, Ukraine diplomacy, American obesity, Lab Leak Theory & MORE! To become a Breaking Points Premium Member and watch/listen to the show uncut and 1 hour early visit: https://breakingpoints.supercast.com/ To listen to Breaking Points as a podcast, check them out on Apple and Spotify Apple: https://podcasts.apple.com/us/podcast/breaking-points-with-krystal-and-saagar/id1570045623  Spotify: https://open.spotify.com/show/4Kbsy61zJSzPxNZZ3PKbXl  Merch: https://breaking-points.myshopify.com/ Ryan Grim: https://badnews.substack.com/  Emily Jashinsky: https://thefederalist.com/author/emilyjashinsky/  Learn more about your ad choices. Visit megaphone.fm/adchoices

The EU will require Apple to switch to a USB-C port on iPhones starting in late 2024 and the company isn't happy about it. Plus Elon Musk is on the verge of closing his deal for Twitter, the US Department of Justice is reportedly investigating Tesla and gamers might be shocked to learn that physical copies of Call of Duty: Modern Warfare II have no game on the physical disk.See omnystudio.com/listener for privacy information.

Sprinklr CEO Ragy Thomas (CXM) tells us how he plans on beating his competitors in the booming social customer service software market. Why Spotify (SPOT) is so confident in its podcasting business. Semiconductor and electronics test maker Teradyne (TER) gives us a glimpse into the health and future of the tech industry. Crown Holdings (CCK) reveals the raw materials headwinds it faces. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

For this episode, recorded during the IMAPS International Symposium, Françoise von Trapp hands over the mike to Robin Davis, of 3D InCites Member company, Deca. Davis organized and moderated a Diversity, Equity, and Inclusion town hall discussion during IMAPS, on the topic of Equality vs. Equity. A distinguished panel of industry veterans shared their perceptions and personal stories, including Jean Trewhella, GlobalFoundries; Susan Trulli, Raytheon; Shelby Nelson, Mosaic Microsystems; Urmi Ray, Saras Micro Devices, and KT Moore, Cadence. Davis provided a framework for the conversation, explaining the difference between Equal and Equity: Equality means each employee gets the same bicycle to ride, and equity means that everyone gets the bicycle that suits their needs. The panelists then also offered tips for how to overcome our own unconscious bias to create a culture of DEI at our own workplaces.Contact the Panelists on LinkedInRobin Davis, Deca Jean Trewhella, GlobalFoundriesSusan Trulli, RatheonShelby Nelson, Mosaic Microsystems Urmi Ray, Saras MicrodevicesKT Moore, Cadence Deca Deca's technology empowers the transformation of electronic interconnects for the chiplet era. Like what you hear? Follow us on LinkedIn and Twitter Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2023 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

From microwaves to missiles, smartphones to the stock market, microchips are essential to modern economies and future technological advancements. On Deep Dish, we hear from a representative of a manufacturing sector on how critical chips are to businesses and consumers and the effects of a global shortage. And Chip War author Chris Miller argues that microchips – not data - are the new oil and discusses what this means for the geopolitical contest between the US and China.  Reading List: Chip War: The Fight for the World's Most Critical Technology, Chris Miller, Scribner, October 4, 2022    This episode is sponsored by the Dr. Scholl Foundation. 

Semiconductor chips have become the lifeblood of the modern economy and also modern warfare. In his new book, "Chip War: The Fight for the World's Most Critical Technology" Chris Miller traces the problem and provides some recommendations about how American can win the war for chips. How extensive are the problems around chip supply and fabrication? Should America embrace industrial policy to solve these problems? Is the Biden approach working? Find out the answer to these and other vital questions during this deep conversation. Don't miss it! Learn more about your ad choices. Visit megaphone.fm/adchoices

Due to recent global events such as geopolitics and the covid-19 pandemic, uncontrollable factors like supply chain disruptions have changed the semiconductor industry making it difficult for companies to maintain stable supply chains and advance their business strategies. In this episode of the Real Talk with Rob Tavi, Edgewater Research's Senior Research Analyst Dennis Reed talks about some of the key trends in the semiconductor market that drives its growth today. He also shares why he thinks now is an ideal time to invest in the industry and the future risks. Tune in and join the conversation as we dig into the semiconductor's path to becoming a trillion-dollar business Edgewater Research was founded in March 2018 as an independent equity investment research provider and market intelligence company. The company seeks inspiration from rising to the challenges of a dynamic and competitive industry, continually striving to be an essential and trusted provider to the clients it serves. Founded by seven partners with deep channel research experience, Edgewater Research's mission is to provide independent equity investment research and market intelligence that helps investors make better decisions.

Semiconductor chips have become the lifeblood of the modern economy and also modern warfare. In his new book, "Chip War: The Fight for the World's Most Critical Technology" Chris Miller traces the problem and provides some recommendations about how American can win the war for chips. How extensive are the problems around chip supply and fabrication? Should America embrace industrial policy to solve these problems? Is the Biden approach working? Find out the answer to these and other vital questions during this deep conversation. Don't miss it! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the ChinaPower Podcast, Emily Benson and Gerard DiPippo join us to discuss the recent U.S. export technology controls targeting China's access to chips. Ms. Benson and Mr. DiPippo explain these recent export control regulations and note that they will impact large portions of China's technology industry. They also discuss the important role that U.S.-based semiconductors play in the U.S.-China relationship and explain that they have become an essential tool in U.S. economic policy targeting China. Lastly, Ms. Benson and Mr. DiPippo comment on the economic and political impact these export controls will have not only in China, but also on semiconductor firms around the world that rely on China as a key export market.  Emily Benson is a senior fellow with the Scholl Chair in International Business at CSIS, joining CSIS after working in transatlantic affairs at the Bertelsmann Foundation. Ms. Benson has several years of experience working in international law, focusing on export controls and sanctions. Gerard DiPippo is a senior fellow in the Economics Program at CSIS, joining CSIS after 11 years in the U.S. intelligence community. From 2018 to 2021, Mr. DiPippo was a deputy national intelligence officer for economic issues at the National Intelligence Council, where he led the IC's economic analysis of East Asia.

Follow us where you get your podcasts!Are We Still In Emergency Status? What Did Russia & China Just Do?! PTR Ep 216Jase Medical. Get your antibiotic supplies.https://www.jasemedical.com/?rfsn=6574356.8994bdUse code "preppertalk" to get $10 off.Freedom Blends Supplementshttps://freedomblends.myshopify.com/?ref=preppertalkUse code "preppertalk" to get 10% off!Fortress Clothinghttps://rb.gy/uart4rUse code PrepperTalk for 20% off.Devos Outdoor https://www.devosoutdoor.com/discount/PTR3.0Get 10% OFF!My Portawell - Portable water pump.https://myportawell.com/?ref=dtkxycr3ixtq7My Patriot Supply - Food Storagehttps://mypatriotsupply.com/?rfsn=6497104.402ba7cMira Safetyhttps://www.mirasafety.com/?avad=320865_b287386a9Natures Fusionshttps://www.naturesfusions.com/?ref=PrepperTalkCheck out our websitehttps://preppertalkradio.com/Like Our Facebook page.https://www.facebook.com/preppertalkradioOther channels by the hosts.Parishttps://www.youtube.com/financialselfrelianceShanehttps://www.youtube.com/user/Thepreparedguy*****https://bio.link/preppertalkradioAre you looking to be better prepared for life?Combining 3 lifetimes of experienced, tried, and true prepping and self-reliance with diverse backgrounds educationally, vocationally and regionally. Aligned on the principles of God, family and country to help build a stronger, more prepared community and Nation.We believe every person and family has an obligation to be or become self-reliant and to help build stronger, more prepared communities for all of life's unexpected emergencies, BIG or small. It doesn't matter if you call yourself a prepper, a survivalist, a citizen or patriot; we are all in this together. Our mission is to survive, thrive and carry on traditions of liberty and self reliance through our faith and fellowship.#PTR #SHTF #preppers #survival #prepping #prepping2022 #survivalpreppingpreparedness ready minded prepper talk radio readymindedfood shortages readyman preppertalkradio preppertalk shtfprepping survivalsolutions

Today's brief discusses the public and private investment to domestic semiconductor production in the United States.

Earlier this month, the Biden administration unveiled a new set of restrictions on exporting semiconductors and related technology to China. The actions are seen as a significant escalation of an ongoing effort to constrain China's domestic chip ambitions. But semiconductor diplomacy and limitations on their export have existed almost since the industry was born. So what are the effects of these new actions? How severe are they? And to what degree do they actually set back China's efforts to develop its own technology? On this episode, we speak to Chris Miller, a professor at the Fletcher School and the author of the new book Chip War: The Fight for the World's Most Critical Technology. He explains the significance of the move and puts it into historical context.See omnystudio.com/listener for privacy information.

In this episode of RANE's essential geopolitics podcast, we're talking about the United States' efforts to curb China's access to advanced semiconductor manufacturing equipment. A move, that, could seriously disrupt China's chip ambitions. Matthew Bey, RANE's senior global analyst, has the details.Matthew Bey's analysis of U.S. export controls on China's semiconductor industry appears in RANE Worldview, the risk intelligence app for professionals, and also our consumer publication, which offers objective geopolitical analysis and intelligence covering the global landscape. Find out more about RANE Worldview at ranenentwork.com.

Integrated circuits (aka semiconductors) and their supply chains have been in the news quite a bit lately.In this episode I spoke to Danny Rittman, CTO of GBT Technologies, a company that designs integrated circuits, and systems to speed up their design which could help with the current supply chain issues semiconductors are having.We had a fascinating conversation covering the different technologies GBT are working on, their uses, and what GBT are focussing on next. I learned loads, I hope you do too...If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks.I've left SAP. I'm talking to a number of companies, but there is nothing signed yet, so if anyone else wants to get in touch, the window is still open for a while longer. Feel free to reach out to me on LinkedIn, Twitter, or simply email me tomraftery@outlook.com Support the show

The U.S. government is growing more concerned about China's influence over semiconductor chip production. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jose Najarro looks at recent semiconductor earnings for ASML Stock and Lam Research Stock. Could the positive boost from earnings be the reason AMD Stock price and Nvidia Stock Price are up today? Top Chip Stocks?A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 354% as of 9/21/2022 and measured against the S&P 500 returns of 112% as of 9/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $AMD $NVDANewsletterhttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

25 of our community members participated in the 2022 IMAPS International Symposium in Boston, MA, which was held during the first week of October. This episode features conversations about what they were presenting and showcasing, and what they learned during the week.  Craig North, of Gel-Pak, is on a mission to find out as much as he can about chiplet processes and technology, to identify gaps that can be filled by Gel Pak products and services. He says he learned a lot about end-process handling and military applications. He talks about some specific handling requirements. He also talked about Gel-Pak's texturized film and the advantages of using it for applications that are residue or contact-sensitive.  Bob Connor and Kevin Oswalt of X-Celeprint. Kevin talked about the paper he presented at IMAPS on micro-transfer printing (MTP) at the conference and creating the III_V heterogeneous integration ecosystem. Bob talked about the workforce opportunities in the Megachip Era, and the connection between that and the MTP process.  Bill Acito, of Member company Siemens, presented on silicon substrate design for BGA designers. He explains the evolution of chip-package of co-design. He describes the reliability “bathtub curve”, and what EDA tool requirements are needed to for designing multi-die types of design, like SiPs on an interposer or chiplets.  Carlotta Baumann, the new CEO of Finetech, talks about stepping into the role in the midst of COVID, and into the shoes of a 22-year veteran not only as a woman but as the sole owner of the company. She also shares her vision of the company going forward, as the company celebrates 30 years of history. Tim Olson, CEO of Deca, was awarded the IMAPS Founder Award. To celebrate, we took a walk down memory lane to share Deca's origin story and how the company has evolved over the years. Casey Krawiec and Tim Going of StratEdge Corporation, talked about the differences between IMAPS this year and last year. They also talk about the new die-on-tab service they are offering for customers who want to incorporate GaAn die into hybrid packaging. They've got some interesting products coming down the pipelines in space and defense applications. Keith Best, of our member company Onto Innovation, talked about the company's presentation on RDL inspection, which is difficult to inspect because of metal grain. He explained how. Onto InnovIMAPS International IMAPS is the largest society dedicated to microelectronics and electronics packaging advancement.Like what you hear? Follow us on LinkedIn and Twitter Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2023 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

US Boosts Crackdown on China Semiconductor Access; China Closed Gap in US-China Tech War: Expert

U.S. Boosts Crackdown on China Semiconductor Access Xi Jinping Vows to Win U.S.-China Tech War China Closed Gap in Us-China Tech War: Expert Apple Freezes Plans to Buy Chips from China: Report Xi Jinping Offered No Olive Branches: Newsham Japan: Parade Celebrates 400M Quitting CCP Exiled Tibetans Protest CCP's National Congress China Recruits Former UK Pilots, UK Issues Alert UK Summons Chinese Diplomat Over Attack Economy Is China's Tool for Global Hegemony: Expert

In August, the Biden administration finally passed a semiconductor subsidy bill. The CHIPS and Science Act of 2022 achieved rare bipartisan support and promises funding of more than $200 billion over the next five years with the goal of re-establishing the U.S. as a global center of semiconductor manufacturing. To understand the bill and its impact, this week on China Corner Office, Chris Marquis discusses the CHIPS Act with Rory Murphy, Vice President of Government Affairs at the U.S.-China Business Council; and Paul Triolo, Senior VP for China and Technology Policy Lead for Albright Stonebridge Group. Highlights of the show include a general overview and the history of the CHIPS Act, the political significance to U.S.-China relations, and challenges in industrial policy and export controls. Also discussed is how Taiwan has been and will be in the spotlight of the global supply chain with U.S. and China competing in the semiconductor industry. They concluded with an emphasis on the need for U.S. and Chinese companies to adapt to the new rules and regulations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A potential dilemma emerges for Americans helping China advance its semiconductor industry. Will they keep their jobs, or their citizenship? Chinese leader Xi Jinping is vowing to win the U.S.-China tech war—despite sweeping U.S. sanctions. The UK is issuing a threat alert over China, recruiting former British Air Force pilots to train their own force. The UK is summoning a Chinese diplomat following a protester getting pulled into a Chinese consulate and assaulted. Beijing accuses the victim of illegally entering consulate grounds. ⭕️Watch in-depth videos based on Truth & Tradition at Epoch TV

S&P Futures are trading higher this morning as the markets prepare for a big week of earnings announcements. Yields are dropping and the Dollar is weakening.  Multiple sectors are showing gains in the pre-market including Airlines, Autos, Banks, Brokerages Oil, and Semiconductors.  Bank of America is higher after their earnings release.  Oil is flat to higher as the demand outlook is strengthening after a speech by China's President. The European markets are higher.

In this week's WSM Podcast, we discuss an unusual dynamic in the bond markets, the Kroger Albertsons deal, and more.

The United States has introduced new export controls to restrict Chinese companies access to the most advanced computer chips which can be used to develop cutting-edge technologies with military applications.The commerce department announced these restrictions last week which will make it extremely difficult for Chinese companies to obtain or manufacture advanced computer chips and will slow their progress in artificial intelligence.The measures are also designed to make it much tougher for China to develop supercomputers with military applications that range from modelling nuclear weapons to developing hypersonic weapons.These restrictions come days before the Chinese Communist party holds its 20th national congress at which President Xi Jinping is expected to seal a third term as leader.Book Suggestion:  Chip War by Chris Miller https://amzn.to/3yA3XmgPatrick's Books:Statistics For The Trading Floor:  https://amzn.to/3eerLA0Derivatives For The Trading Floor:  https://amzn.to/3cjsyPFCorporate Finance:  https://amzn.to/3fn3rvCPatreon Page: https://www.patreon.com/PatrickBoyleOnFinanceVisit our website: www.onfinance.orgFollow Patrick on Twitter Here: https://twitter.com/PatrickEBoylePatrick Boyle YouTube ChannelForesight: The CPA PodcastHear about how sustainability is integrating into the business world.Listen on: Apple Podcasts Spotify Support the show

The supply chain of semiconductors is still reeling. Lead times are long, and this is affecting production of all kinds of devices, from phones to vehicles, and everything in between.To learn more about this space I invited A2 Global's CEO Frank Cavallaro to come on the podcast to talk about it.We had a fascinating conversation covering what the root cause of the current semiconductor shortages are, how it is affecting different industries differently, and how it is likely to play out long term. I learned loads, I hope you do too...If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks.I've left SAP. I'm talking to a number of companies, but there is nothing signed yet, so if anyone else wants to get in touch, the window is still open for a while longer. Feel free to reach out to me on LinkedIn, Twitter, or simply email me tomraftery@outlook.com Support the show

Semiconductor stocks like Nvidia, AMD, ASML and TSM have been getting crushed since the start of the year. Companies associated with those chipmakers have been trading down since the warning of AMD last week about weaker demand in the short term. We also review some of the recent macro and inflation news. We look at an alcohol and marijuana company and discuss whether the big cannabis news from the US will have a long term impact on them and the industry as a whole. Tickers of stocks discussed: NVDA, AMD, TSM, AMAT, LRCX, ASML, KLAC, AVGO, BAM-A.TO, CGX.TO, STZ, MTY.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Sign up to Stratosphere for free

After years of surging demand for memory chips to power personal computers, smartphones and gaming devices, shipments are starting to slow. Semiconductor makers say it could affect the production of other chips. WSJ semiconductors reporter Asa Fitch joins host Zoe Thomas to discuss what the decline means for the industry's future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Semiconductors fall on US-China tensions. PYPL falls after blowback on misinformation policy. Defense stocks flying behind recent geopolitical kerfuffles. Leftovers - North Korean missile testing at record high.

Semiconductors fall on US-China tensions. PYPL falls after blowback on misinformation policy. Defense stocks flying behind recent geopolitical kerfuffles. Leftovers - North Korean missile testing at record high.

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that's cheaper than the S&P 500  Companies mentioned: NVDA, CDNS, SNPS, ASML,  LRCX,  AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM,  KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/.Marc Andreessen's Book Recommendations: https://a16z.com/2022/10/04/what-ive-been-up-to-lately/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE OF BOYS AND MEN AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail us at: realignmentpod@gmail.com

The United States is looking to curb China's advanced computing and chip production capabilities by using the so-called Foreign-Direct Product Rule to prevent companies globally from selling certain advanced computing chips to Chinese buyers without a U.S. government license. To understand the background, the details, and the implications of this, Lawfare publisher David Priess sat down with Martijn Rasser, senior fellow and director of the Technology and National Security Program at the Center for a New American Security. Martijn also served as a senior intelligence officer and analyst at the Central Intelligence Agency and a senior adviser in the office of the Secretary of Defense. They talked about the nature of the semiconductor industry, what a Foreign-Direct Product Rule is and what it can do, whether the Commerce Department is well positioned to do what's proposed, the tension of working with allies versus going it alone, and the precedent of U.S.-led actions against Huawei.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Semiconductor chips are part of the technology we use every day — electric toothbrushes, mobile phones, computers. And there are hundreds, if not thousands, of them in new vehicles. But since the COVID-19 pandemic began, chips have been in short supply, causing, for example, some automakers to pause production lines. Some big tech firms predict the shortage will last into next year and perhaps beyond. Marketplace’s Kimberly Adams speaks with Chris Miller, author of the new book “Chip War: The Fight for the World's Most Critical Technology.” He explains why this shortage happened.

In Episode 274 of Hidden Forces, Demetri Kofinas speaks with Chris Miller. Chris is Associate Professor of International History at the graduate school of global affairs at Tufts University. He is also the author of Chip War, which chronicles the geopolitical history of a decades-long battle to control the modern world's most critical resource: the microchip (or semiconductor) and the commercial industry that supports it. We spend the first hour discussing the technological, commercial, and distributional characteristics of the existing semiconductor supply chain. Chris explains the various steps involved in the production process, the incentives that operate in the industry, the technological imperatives that inform investment decisions, and the role of government subsidies and regulations, all of which explain the globally distributed and highly efficient nature of the semiconductor industry and why it is more vulnerable than ever to geopolitical disruption. The second hour is where we focus our attention on the geostrategic dimension of chip competition, the steps that are being taken to reorganize the industry, the efforts being made to build resiliency into various parts of the supply chain, and what the main challenges are to doing that successfully for both the US and China. The goal of this conversation is to bring clarity to a subject that has not only captivated the public interest but which increasingly determines the national security priorities and strategic investment decisions of the United States and without which the modern world would cease to function. You can access the full episode, transcript, and intelligence report to this week's conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application. If you have questions about our genius tier, which includes access to the Hidden Forces community, Q&A calls with guests, in-person events, and dinners, you can learn more at HiddenForces.io/subscribe. If you have further questions, feel free to send an email to info@hiddenforces.io, and Demetri or someone else from our team will get right back to you. If you enjoyed listening to today's episode of Hidden Forces you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe & Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 09/27/2022