Podcasts about semiconductors

In this episode of Trending in Education, Mike Palmer hosts Charles Beyrouthy, Managing Partner at Forma Prime, a venture capital firm, to explore the exciting intersection of deep technology and the future of education. We dive into the profound shifts happening in our world, from the cutting-edge advancements in quantum computing, new sensor technologies, and cybersecurity, as well as the impact of generative AI on all of this. Key Takeaways: Charles Beyrouthy's Journey: Charles shares his fascinating career path, from studying chemical engineering and biochemistry at UMass Amherst to accidentally falling into chemical engineering, working in microfluidics research, and eventually transitioning into oil and natural gas consulting before founding a lab software startup called LabCloud. The Boston Biotech Ecosystem: We discuss Boston's rise as a biotech hub, examining how VC firms like Flagship and Polaris provided not just funding but also operational support, placing executives and consultants to bridge the gap between IP-centric research and commercialization. This transformation was fueled by institutions like MIT, Harvard, and Boston University, and supported by a robust supplier base. Deep Tech Investment Landscape: Charles explains Forma Prime's focus on deep tech, particularly semiconductors, and why this sector sits uniquely between SaaS (low IP moat, high market following) and biotech (high IP moat, long regulatory cycles). Semiconductors offer a high IP moat, a low regulatory environment, and massive implementation potential. Quantum Technology & Its Applications: We delve into quantum computing, moving beyond the theoretical to discuss real-world applications like quantum GPS that don't rely on satellites and the system on the International Space Station which uses room-temperature neutral atom technology developed by Infleqtion. We also touch upon other use cases like quantum radio frequency technology and quantum GPS timekeeping for synchronization. Q Day and Cybersecurity: We also explore the concept of "Q Day" – the hypothetical point where quantum computers could break conventional encryption. While Charles believes conventional encryption standards like RSA 256 are still robust, he acknowledges the need for continued research and government support for quantum encryption. Gradient Technologies, a Forma Prime portfolio company, is pioneering hardware-authenticated access to enhance cybersecurity. Challenges in Academia and Industry Alignment: A critical theme is the disconnect between academia and entrepreneurial activity in the private sector. Charles advocates for better alignment in curricula, teaching styles, and practicums to ensure graduates emerge work-ready. He also emphasizes the need for professors to upskill in emerging technologies and for academia to prioritize practical application and societal value over purely academic pursuits. The Semiconductor Workforce Crisis: Charles issues a powerful call to action regarding the urgent need for skilled technicians and engineers in the US semiconductor industry. He highlights that we need at least 35,000 technicians for new fabs and urges educators to step forward to develop practical training programs to address this. This is a must-listen for anyone interested in the bleeding edge of technology and its implications for our future. We unpack complex topics like quantum computing and its real-world applications, offering a clear and accessible overview. We also engage in a timely discussion about the critical role of education in preparing the next generation for a rapidly evolving technological landscape, highlighting both the challenges and opportunities for collaboration between academia and industry. Don't miss it! Subscribe wherever you get your podcasts. Video versions are available on YouTube and Spotify.

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell custom semiconductor event, the challenges faced in the custom chip business, and the evolving role of hyperscalers in chip design. They explore the future of ASICs versus GPUs, the growth trajectory of the semiconductor industry, and the impact of software on compute needs. The conversation also delves into chip design innovations, particularly the rise of chiplets, and the changing economics of semiconductor manufacturing.

Kevin Green dissects today's options expiry event, pointing to the reasons why it may impact trading ranges from morning to afternoon expirations. KG's looking at $6050 as pin-risk area for Friday's trading session, as S&P 500 (SPX) opens near the $6000 level. Later, he looks at the technical setup for PHLX Semiconductor Index (SOX) which could be poised for an outbreak based off of several bullish indicators. Then, Kevin assesses individual stock moves in Circle (CRCL), Darden Restaurants (DRI) and Kroger (KR).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Geopolitics is now measured in Nanometers. Anything with a battery or a plug has a semiconductor inside. But these chips aren't just tech anymore, they're shaping who becomes the next Superpower.In the 1980s, India was just two years behind the world in semiconductors. Today, we're 12 generations behind. What went wrong?India's top semiconductor expert, Raja Manickam, returns to The Neon Show to break it all down.We discuss how the U.S. lost the chip race it started, China's strategic rise, and how one visionary turned Taiwan into the most valuable island in the world.Raja Manickam dives into what the $10B India Semiconductor Mission is getting right and where we may fall behind. He explains why

During this episode, Santosh is joined by Michael Murray, Senior Director, Global Supply Chain Management at DSV Inventory Management Solutions. Michael discusses the complex semiconductor supply chain landscape and explores critical topics such as the Section 232 trade investigation, challenges of onshoring, and strategies for managing inventory amid global trade tensions. He also emphasizes the importance of transparency, strategic partnerships, and creative solutions like consigned inventory to balance supply risk and cost efficiency. Key takeaways include the need for closer collaboration between suppliers and manufacturers, adapting to changing trade policies, and viewing supply chain relationships as strategic partnerships rather than transactional interactions. The conversation provides insights into how semiconductor companies are navigating national security concerns, tariff challenges, the evolving global manufacturing environment, and so much more. Highlights from their conversation include:DSV Inventory Management Solutions Overview (0:58)Michael's Background and Career Journey (2:26)Section 232 Investigation Explained (3:44)Trade War and Near-Term Disruptions (5:11)Trade Compliance and Coding (7:49)Cost vs. Control in Sourcing (10:38)Balancing Lean and Resilient Inventory (13:01)Strategic Partnerships and Trust (17:26)Macro View: Future of Supply Chains & Trade Policy (18:08)This or That Segment and Parting Thoughts (19:59)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/

Dan Nathan, Guy Adami and Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, June 16th. --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Ben Bajarin and Jay Goldberg discuss the recent developments in the tech industry, focusing on Apple's WWDC and AMD's product roadmap. They explore Apple's integration of AI into its operating system and the implications for developers, as well as AMD's performance and its competitive stance against Nvidia. The conversation also highlights the importance of networking in AI infrastructure and the evolving business models in the AI space.

Derek Moore examines markets around historical geopolitical events. Plus, the 2020s are trending to be the most volatile decade and by the way we are up over 80% so far. Then, looking at the pop in gold and crude oil this week and perspective on where those markets are. Plus, a contrarian take that housing is actually cheap. Later talking semiconductor stocks, the US dollar index, inflation, and useless sentiment surveys.   1-year forward inflation expectations U-Michigan survey Sentiment gets better Gold breaks out of its most recent range while crude oil breaks back into its prior range US Dollar bearishness is the prevailing opinion so is it too crowded of a view? Semiconductors 40%+ off the bottom but still sideways since their all-time high in July 2024 Markets 1-year later after geopolitical events Will the 2020s have the most 1% +/- days ever? S&P 500 Index earnings expectations forward 12 months update Price per square foot US Housing National average Is housing cheap when considering adjustments for inflation and average square footage?   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com         

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.Join us on Discord with Semiconductor Insider, sign up on our website: https://www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formWatch:https://youtu.be/CeXwakZy5r8https://youtu.be/EpJtJNsQPughttps://youtu.be/webbcQm78G4*****************************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #besi #besemiconductor #chipmanufacturing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Spotlight on BE Semiconductor(02:29) Understanding the Semiconductor Industry(03:22)The Fab Five and Market Dominance(05:10) Advanced Packaging: The Future of Semiconductors(06:57) BESI's Investor Day Highlights(15:29) Financial Projections and Market Position(19:30) Conclusion and Final ThoughtsNick and Kasey own shares of Applied Materials

The semiconductor market is a major part of the modern economy. Since these chips power our daily activities and make up a large part of financial indices, we discuss some important factors to understand when exploring the sector for investment.

In this episode, I give a brief overview of global semiconductor manufacturing and talk about how relations between China and Taiwan (and the US) relate to it.

Section 232 comments on pharmaceutical and semiconductor investigations are available for review. Listen for more on Two Minutes in Trade. 

Semiconductor stocks are surging, helping fuel the market melt up, while bitcoin reapproaches last-month's all-time high. Are new records in store for the spaces? And, an exclusive interview with Insmed CEO after the stock's rally on positive trial results. Plus, McDonald's shares down 7 days in a row, as the Wall Street downgrades pile up. The Fast Money traders put the new menu additions to the test.Fast Money Disclaimer

In this episode, Ben and Jay discuss the latest developments in the semiconductor industry, particularly focusing on Broadcom's earnings and the implications of AI on the market. They explore the growth of the semiconductor segment, the challenges in ASIC development, and the innovations in networking with the introduction of Tomahawk 6. The conversation also highlights the increasing importance of storage solutions in AI applications and anticipates upcoming events in the tech world.

Angelo Zino says Broadcom (AVGO) historically gives conservative guidance and expects the company to exceed its earnings. However, he believes there is upside potential in the company's semiconductor business saying the growth potential over the next 2-3 years is "underestimated." Angelo discusses AVGO's "frenemies" status with fellow tech companies like Nvidia (NVDA) and AMD (AMD). Later, Tom White provides a pair of example options strategies in AVGO.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In today's episode, Kip breaks down a deceptively quiet day in the markets, revealing that there's actually a lot happening beneath the surface. Kip zeroes in on the powerful leadership of the semiconductor sector, explaining why this group is the ultimate indicator for market direction and what its current strength means for investors.

In this episode, host Reese Tisdale is joined by Bluefield Senior Analyst Amber Walsh, who shares insights from her latest research on the growing water demands of high tech. With billions in investment flowing into semiconductor fabs and data centers, these sectors are becoming major players in the water space—and are quietly reshaping infrastructure strategy from the ground up. Bluefield's water experts unpack key trends, including: The increasing reliance on ultrapure water and advanced reuse systems in next-gen semiconductor manufacturing. How the rise of artificial intelligence is intensifying thermal loads, forcing data centers to adopt more water-intensive cooling technologies—and driving new investment in water management. The emergence of Water-as-a-Service models and public-private partnerships, as firms like Intel, Microsoft, and Amazon Web Services rethink how they finance and manage water infrastructure. This episode offers a clear view of how data centers and semiconductor fabs are becoming central to the conversation around water strategy—and why utilities, investors, and vendors should be paying close attention. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030 Investment Pours into Spain Data Centers

In this conversation, Jay Goldberg and Austin Lyons discuss Nvidia's recent earnings report, the future of AI and inference, and the dynamics of the AI market, including the impact of China on Nvidia's revenue. They explore the differences between consumer and enterprise workloads, the role of financing in AI server sales, and the challenges of realizing ROI from AI investments. The discussion also touches on real-world applications of AI in business and the future of AI integration in consumer products.

Our guest today is Grant Amacher, a distinguished graduate of Electrical Engineering from the University of Utah. With over 30 years of executive leadership at Intel Corporation, Mr. Amacher brings a wealth of expertise in the advanced semiconductor and chip industry. Before his tenure at Intel, he served as a lead engineer at EDO Corporation (now part of L3 Harris), where he contributed to the design of navigation and communication systems for U.S. military satellites, aircraft, and submarines. As a subject matter expert, Mr. Amacher offers invaluable insights into the potential implications of a Chinese invasion of Taiwan on the global advanced technology industry and its significant impact on U.S. military operations. Listen as Mr. Amacher discusses Taiwan's critical role in global semiconductor manufacturing, the strategic importance of advanced chips to U.S. military systems, and the broader implications of a potential Chinese invasion of Taiwan. How would such a conflict impact U.S. defense capability? What challenges does the U.S. face in building domestic chip production? And how does the race for artificial intelligence intersect with the national security strategy? Learn all this, and more, in this episode of In the Interest of National Security. 

With the Indo-Pacific an increasingly volatile region, successive U.S. administrations have sought to shift semiconductor manufacturing back to the Western Hemisphere in general and United States in particular. However, a push to shift the balance of semiconductor production away from Asia also creates opportunities for Mexico, which could be well-positioned to complement the United States' industrial policy as well as grow its own microelectronics industry. In this episode, Ryan C. Berg sits down with Jesús Silva Elizalde, Associate Director of ITSI Program Operations at Arizona State University and a Research Fellow with the U.S.-Mexico Foundation. Together, they discuss the state of U.S.-Mexico semiconductor cooperation, and Mexico's strategy to further develop its chips industry. They also unpack the ways in which tensions between the two countries risk undermining the potential for increased semiconductor supply chain security, and what the Sheinbaum and Trump administrations can do moving forward.

“Even though the world's advanced economies are largely considered post-industrial, chipmaking is an area where domestic manufacturing is now being treated as a high priority for economic and national security reasons.” Jon Martin, Writing for the ‘More than Moore' substack The CHIPS and Science Act, which took effect in August of 2022, is an ambitious Federal program that will inject $52.7 Billion into U.S. semiconductor manufacturing, research and development, and workforce training. As we look back nearly 3 years later, there has been more talk than action, but no one party or entity bears all of the blame. Forming productive partnerships between the public and private sectors is always complicated - even when everyone's interests seem to be aligned, and a change of Administration has also brought changes in how the program will be run. In this episode of the Art of Supply podcast, Kelly Barner reviews the law as an example of joint public-private reshoring: Reviewing the commitments that have been made to date Unpacking the roadblocks to progress that we've seen so far Considering what the Trump administration is doing to facilitate the process of rebuilding semiconductor manufacturing capabilities in the United States Links: Does the CHIPS Act provide the Helpful Incentives the U.S. needs? Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

We talk about AI a lot here at Embedded Computing Design, and that's a huge understatement. What we don't talk about often is the power required to keep the data centers going, specifically the data centers that form the backbone of all this AI activity. When you talk to experts in this space, they'll tell you that the amount of power needed, specifically the power density, is staggering. One of those experts, Tim Phillips, President, CEO, and Founder of Empower Semiconductor, joined me on this week's Embedded Executives podcast. He gave some insight into what we need to do to handle the power (and associated heat) issue.

In this episode, Ben Bajarin and Jay Goldberg discuss the major highlights from Computex, including the dominance of AI, NVIDIA's strategic positioning, and the implications of geopolitical factors on the tech industry. They also delve into Google's recent innovations at I/O, the challenges of monetizing AI, and the evolving landscape of consumer AI experiences. The conversation wraps up with insights on edge computing and the competitive dynamics in China's AI market.

The United States and China reached a 90-day truce in the trade war when their representatives met in Geneva in early May. Both sides agreed to temporarily roll back tariffs and non-tariff trade barriers. President Trump announced that a “total reset” in US-China relations had been achieved. Beyond the hyperbole, the two sides agreed to establish a mechanism on economics and trade and launch negotiations to address trade imbalances and other problems. Whether a deal is reached, what it might look like, and what it might include, remains to be seen. The future trajectory of US-China relations, overall, is still unclear.This episode highlights a Chinese perspective on the US-China bilateral relationship, including on the recent trade talks and the factors that will influence US-China relations going forward. Sun Chenghao, a fellow and head of the U.S.-Europe program at Tsinghua University's Center for International Security and Strategy (CISS), and council member of the Chinese Association of American Studies joins host Bonnie Glaser for this episode.  Timestamps[00:00] Start[01:39] What does Trump want from China? [04:29] What view does Dr. Sun hold?[05:00] Assessing the US-China Geneva Talks[09:21] Feasibility of a Broad US-China Trade Deal[13:23] Implications of Trump's “Unification” Comment[16:46] Importance of the Strategic Channel[20:47] Declining America, Rising China[23:27] Shift in US Policy Toward Alliances[27:49] The Future of US-China Relations

Discover the implications of these changes on global tech competitiveness. Discover the implications of these changes on global tech competitiveness. We unpack the policy shifts that could impact the tech and creative industries.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

Learn how the White House is reshaping the future of AI regulation and chip production. Understand the motivations behind the administration's new stance on AI and chips. Learn how the White House is reshaping the future of AI regulation and chip production.Try AI Box: ⁠⁠https://AIBox.ai/⁠⁠AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/about

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

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

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

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

As artificial intelligence capabilities and related infrastructural demands have exploded in recent years, we have been keeping an eye on the implications for the Ten Across region.  To help kick off our summer podcast series on the subject of AI, Arizona State University's chief information officer Lev Gonick joins us to explore the ways AI is reshaping education, urban development and predictive sciences—as well as its effects on human relationships.  As CIO, Lev leads ASU's AI strategy to stay ahead of the curve for higher ed. ASU was the first university to partner with OpenAI in 2023. Faculty, staff, and students are encouraged to develop and report on innovative uses of AI in their respective work. The university in turn is working to capture and disseminate this fast-developing body of knowledge to advance its own pursuits and those of the greater local and regional economies. As this technology expands its reach, ASU graduates are expected to have a sophisticated understanding of its potential within their chosen fields, and as a result, to have a lasting edge in a competitive job market.  We'll also talk to Lev about his early-2000s success in expanding broadband internet access for urban Cleveland, Ohio, as high-speed internet became necessary for economic mobility. Lev's work informed federal efforts to create equitable technological infrastructure that is needed more than ever in an increasingly digital world, but faces a tough political climate today. Finally, given the serious water and energy tradeoffs associated with this technological leap, this conversation and others in the series will consider the careful balances the Ten Across region needs to strike in creating sustainable economic growth.   Relevant articles and resources:  “U.S. Literacy Rates by State 2024” (usadatahub.com)   “Are Data Centers Depleting the Southwest's Water and Energy Resources?” (APM Research Lab/Ten Across, February 2025)  “The AI Journey” (ASU Enterprise Technology, October 2024)  “The Importance of Place in U.S. Higher Ed with Michael Crow” (Ten Across Conversations, May 2025)  Credits:   Host: Duke Reiter  Producer and editor: Taylor Griffith  Music by: William Claeson  Research and supportive provided by: Kate Carefoot, Rae Ulrich, and Sabine Butler  About our guestLev Gonick is an educator, technologist, and smart city architect. As Arizona State University's chief information officer, Lev leads the design and management of all online infrastructure, including applications, products, service, and analytics. While CIO of Case Western Reserve University from 2001 to 2013, Lev led a Case Connection Zone project connecting underserved Cleveland residents to university internet services, which spurred the Obama-era US Ignite initiative to expand U.S. broadband access. Today, Lev chairs the Sun Corridor Network, which advances connectivity, research, and education in Arizona.

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

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

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

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

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

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

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

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

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

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

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

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