Podcasts about TSMC

GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. Guy Gives Himself 19th Century Psychiatric Illness After Consulting With ChatGPT Disney Scraps Deepfake Dwayne Johnson After Lawyers Panic About The Public Domain Perplexity gives Apple new reason not to acquire the AI company Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions Apple chipmaker TSMC says it too is exempt from US tariffs - 9to5Mac Oracle 21 Better Faster Cheaper Apple is reportedly working with Samsung to build iPhone image sensors in Texas Apple's bid to close the AI gap could be hampered by AI brain drain Didn't Take Long To Reveal The UK's Online Safety Act Is Exactly The Privacy-Crushing Failure Everyone Warned About Amazon Cuts 100 Wondery Jobs Amid Podcast Strategy Shift Nuclear reactor on the moon is actually kind of doable? Hubble Network plans massive satellite upgrade to create global Bluetooth layer San Francisco metro area's unemployment hits highest level since 2024 Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash Dial-up Internet to be discontinued Host: Leo Laporte Guests: Owen Thomas, Doc Rock, and Wesley Faulkner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: bitwarden.com/twit oracle.com/twit expressvpn.com/twit NetSuite.com/TWIT shopify.com/twit

GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. Guy Gives Himself 19th Century Psychiatric Illness After Consulting With ChatGPT Disney Scraps Deepfake Dwayne Johnson After Lawyers Panic About The Public Domain Perplexity gives Apple new reason not to acquire the AI company Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions Apple chipmaker TSMC says it too is exempt from US tariffs - 9to5Mac Oracle 21 Better Faster Cheaper Apple is reportedly working with Samsung to build iPhone image sensors in Texas Apple's bid to close the AI gap could be hampered by AI brain drain Didn't Take Long To Reveal The UK's Online Safety Act Is Exactly The Privacy-Crushing Failure Everyone Warned About Amazon Cuts 100 Wondery Jobs Amid Podcast Strategy Shift Nuclear reactor on the moon is actually kind of doable? Hubble Network plans massive satellite upgrade to create global Bluetooth layer San Francisco metro area's unemployment hits highest level since 2024 Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash Dial-up Internet to be discontinued Host: Leo Laporte Guests: Owen Thomas, Doc Rock, and Wesley Faulkner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: bitwarden.com/twit oracle.com/twit expressvpn.com/twit NetSuite.com/TWIT shopify.com/twit

GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. Guy Gives Himself 19th Century Psychiatric Illness After Consulting With ChatGPT Disney Scraps Deepfake Dwayne Johnson After Lawyers Panic About The Public Domain Perplexity gives Apple new reason not to acquire the AI company Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions Apple chipmaker TSMC says it too is exempt from US tariffs - 9to5Mac Oracle 21 Better Faster Cheaper Apple is reportedly working with Samsung to build iPhone image sensors in Texas Apple's bid to close the AI gap could be hampered by AI brain drain Didn't Take Long To Reveal The UK's Online Safety Act Is Exactly The Privacy-Crushing Failure Everyone Warned About Amazon Cuts 100 Wondery Jobs Amid Podcast Strategy Shift Nuclear reactor on the moon is actually kind of doable? Hubble Network plans massive satellite upgrade to create global Bluetooth layer San Francisco metro area's unemployment hits highest level since 2024 Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash Dial-up Internet to be discontinued Host: Leo Laporte Guests: Owen Thomas, Doc Rock, and Wesley Faulkner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: bitwarden.com/twit oracle.com/twit expressvpn.com/twit NetSuite.com/TWIT shopify.com/twit

GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. Guy Gives Himself 19th Century Psychiatric Illness After Consulting With ChatGPT Disney Scraps Deepfake Dwayne Johnson After Lawyers Panic About The Public Domain Perplexity gives Apple new reason not to acquire the AI company Trump's Threat to Hit Chips With 100% Tariffs Raises Big Questions Apple chipmaker TSMC says it too is exempt from US tariffs - 9to5Mac Oracle 21 Better Faster Cheaper Apple is reportedly working with Samsung to build iPhone image sensors in Texas Apple's bid to close the AI gap could be hampered by AI brain drain Didn't Take Long To Reveal The UK's Online Safety Act Is Exactly The Privacy-Crushing Failure Everyone Warned About Amazon Cuts 100 Wondery Jobs Amid Podcast Strategy Shift Nuclear reactor on the moon is actually kind of doable? Hubble Network plans massive satellite upgrade to create global Bluetooth layer San Francisco metro area's unemployment hits highest level since 2024 Tesla withheld data, lied, and misdirected police and plaintiffs to avoid blame in Autopilot crash Dial-up Internet to be discontinued Host: Leo Laporte Guests: Owen Thomas, Doc Rock, and Wesley Faulkner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech 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: bitwarden.com/twit oracle.com/twit expressvpn.com/twit NetSuite.com/TWIT shopify.com/twit

A version of this essay has been published by firstpost.com at https://www.firstpost.com/opinion/shadow-warrior-from-crisis-to-advantage-how-india-can-outplay-the-trump-tariff-gambit-13923031.htmlA simple summary of the recent brouhaha about President Trump's imposition of 25% tariffs on India as well as his comment on India's ‘dead economy' is the following from Shakespeare's Macbeth: “full of sound and fury, signifying nothing”. Trump further imposed punitive tariffs totalling 50% on August 6th allegedly for India funding Russia's war machine via buying oil.As any negotiator knows, a good opening gambit is intended to set the stage for further parleys, so that you could arrive at a negotiated settlement that is acceptable to both parties. The opening gambit could well be a maximalist statement, or one's ‘dream outcome', the opposite of which is ‘the walkway point' beyond which you are simply not willing to make concessions. The usual outcome is somewhere in between these two positions or postures.Trump is both a tough negotiator, and prone to making broad statements from which he has no problem retreating later. It's down-and-dirty boardroom tactics that he's bringing to international trade. Therefore I think Indians don't need to get rattled. It's not the end of the world, and there will be climbdowns and adjustments. Think hard about the long term.I was on a panel discussion on this topic on TV just hours after Trump made his initial 25% announcement, and I mentioned an interplay between geo-politics and geo-economics. Trump is annoyed that his Ukraine-Russia play is not making much headway, and also that BRICS is making progress towards de-dollarization. India is caught in this crossfire (‘collateral damage') but the geo-economic facts on the ground are not favorable to Trump.I am in general agreement with Trump on his objectives of bringing manufacturing and investment back to the US, but I am not sure that he will succeed, and anyway his strong-arm tactics may backfire. I consider below what India should be prepared to do to turn adversity into opportunity.The anti-Thucydides Trap and the baleful influence of Whitehall on Deep StateWhat is remarkable, though, is that Trump 2.0 seems to be indistinguishable from the Deep State: I wondered last month if the Deep State had ‘turned' Trump. The main reason many people supported Trump in the first place was the damage the Deep State was wreaking on the US under the Obama-Biden regime. But it appears that the resourceful Deep State has now co-opted Trump for its agenda, and I can only speculate how.The net result is that there is the anti-Thucydides Trap: here is the incumbent power, the US, actively supporting the insurgent power, China, instead of suppressing it, as Graham Allison suggested as the historical pattern. It, in all fairness, did not start with Trump, but with Nixon in China in 1971. In 1985, the US trade deficit with China was $6 million. In 1986, $1.78 billion. In 1995, $35 billion.But it ballooned after China entered the WTO in 2001. $202 billion in 2005; $386 billion in 2022.In 2025, after threatening China with 150% tariffs, Trump retreated by postponing them; besides he has caved in to Chinese demands for Nvidia chips and for exemptions from Iran oil sanctions if I am not mistaken.All this can be explained by one word: leverage. China lured the US with the siren-song of the cost-leader ‘China price', tempting CEOs and Wall Street, who sleepwalked into surrender to the heft of the Chinese supply chain.Now China has cornered Trump via its monopoly over various things, the most obvious of which is rare earths. Trump really has no option but to give in to Chinese blackmail. That must make him furious: in addition to his inability to get Putin to listen to him, Xi is also ignoring him. Therefore, he will take out his frustrations on others, such as India, the EU, Japan, etc. Never mind that he's burning bridges with them.There's a Malayalam proverb that's relevant here: “angadiyil thottathinu ammayodu”. Meaning, you were humiliated in the marketplace, so you come home and take it out on your mother. This is quite likely what Trump is doing, because he believes India et al will not retaliate. In fact Japan and the EU did not retaliate, but gave in, also promising to invest large sums in the US. India could consider a different path: not active conflict, but not giving in either, because its equations with the US are different from those of the EU or Japan.Even the normally docile Japanese are beginning to notice.Beyond that, I suggested a couple of years ago that Deep State has a plan to enter into a condominium agreement with China, so that China gets Asia, and the US gets the Americas and the Pacific/Atlantic. This is exactly like the Vatican-brokered medieval division of the world between Spain and Portugal, and it probably will be equally bad for everyone else. And incidentally it makes the Quad infructuous, and deepens distrust of American motives.The Chinese are sure that they have achieved the condominium, or rather forced the Americans into it. Here is a headline from the Financial Express about their reaction to the tariffs: they are delighted that the principal obstacle in their quest for hegemony, a US-India military and economic alliance, is being blown up by Trump, and they lose no opportunity to deride India as not quite up to the mark, whereas they and the US have achieved a G2 detente.Two birds with one stone: gloat about the breakdown in the US-India relationship, and exhibit their racist disdain for India yet again.They laugh, but I bet India can do an end-run around them. As noted above, the G2 is a lot like the division of the world into Spanish and Portuguese spheres of influence in 1494. Well, that didn't end too well for either of them. They had their empires, which they looted for gold and slaves, but it made them fat, dumb and happy. The Dutch, English, and French capitalized on more dynamic economies, flexible colonial systems, and aggressive competition, overtaking the Iberian powers in global influence by the 17th century. This is a salutary historical parallel.I have long suspected that the US Deep State is being led by the nose by the malign Whitehall (the British Deep State): I call it the ‘master-blaster' syndrome. On August 6th, there was indirect confirmation of this in ex-British PM Boris Johnson's tweet about India. Let us remember he single-handedly ruined the chances of a peaceful resolution of the Ukraine War in 2022. Whitehall's mischief and meddling all over, if you read between the lines.Did I mention the British Special Force's views? Ah, Whitehall is getting a bit sloppy in its propaganda.Wait, so is India important (according to Whitehall) or unimportant (according to Trump)?Since I am very pro-American, I have a word of warning to Trump: you trust perfidious Albion at your peril. Their country is ruined, and they will not rest until they ruin yours too.I also wonder if there are British paw-prints in a recent and sudden spate of racist attacks on Indians in Ireland. A 6-year old girl was assaulted and kicked in the private parts. A nurse was gang-raped by a bunch of teenagers. Ireland has never been so racist against Indians (yes, I do remember the sad case of Savita Halappanavar, but that was religious bigotry more than racism). And I remember sudden spikes in anti-Indian attacks in Australia and Canada, both British vassals.There is no point in Indians whining about how the EU and America itself are buying more oil, palladium, rare earths, uranium etc. from Russia than India is. I am sorry to say this, but Western nations are known for hypocrisy. For example, exactly 80 years ago they dropped atomic bombs on Hiroshima and Nagasaki in Japan, but not on Germany or Italy. Why? The answer is uncomfortable. Lovely post-facto rationalization, isn't it?Remember the late lamented British East India Company that raped and pillaged India?Applying the three winning strategies to geo-economicsAs a professor of business strategy and innovation, I emphasize to my students that there are three broad ways of gaining an advantage over others: 1. Be the cost leader, 2. Be the most customer-intimate player, 3. Innovate. The US as a nation is patently not playing the cost leader; it does have some customer intimacy, but it is shrinking; its strength is in innovation.If you look at comparative advantage, the US at one time had strengths in all three of the above. Because it had the scale of a large market (and its most obvious competitors in Europe were decimated by world wars) America did enjoy an ability to be cost-competitive, especially as the dollar is the global default reserve currency. It demonstrated this by pushing through the Plaza Accords, forcing the Japanese yen to appreciate, destroying their cost advantage.In terms of customer intimacy, the US is losing its edge. Take cars for example: Americans practically invented them, and dominated the business, but they are in headlong retreat now because they simply don't make cars that people want outside the US: Japanese, Koreans, Germans and now Chinese do. Why were Ford and GM forced to leave the India market? Their “world cars” are no good in value-conscious India and other emerging markets.Innovation, yes, has been an American strength. Iconic Americans like Thomas Edison, Henry Ford, and Steve Jobs led the way in product and process innovation. US universities have produced idea after idea, and startups have ignited Silicon Valley. In fact Big Tech and aerospace/armaments are the biggest areas where the US leads these days.The armaments and aerospace tradeThat is pertinent because of two reasons: one is Trump's peevishness at India's purchase of weapons from Russia (even though that has come down from 70+% of imports to 36% according to SIPRI); two is the fact that there are significant services and intangible imports by India from the US, of for instance Big Tech services, even some routed through third countries like Ireland.Armaments and aerospace purchases from the US by India have gone up a lot: for example the Apache helicopters that arrived recently, the GE 404 engines ordered for India's indigenous fighter aircraft, Predator drones and P8-i Poseidon maritime surveillance aircraft. I suspect Trump is intent on pushing India to buy F-35s, the $110-million dollar 5th generation fighters.Unfortunately, the F-35 has a spotty track record. There were two crashes recently, one in Albuquerque in May, and the other on July 31 in Fresno, and that's $220 million dollars gone. Besides, the spectacle of a hapless British-owned F-35B sitting, forlorn, in the rain, in Trivandrum airport for weeks, lent itself to trolls, who made it the butt of jokes. I suspect India has firmly rebuffed Trump on this front, which has led to his focus on Russian arms.There might be other pushbacks too. Personally, I think India does need more P-8i submarine hunter-killer aircraft to patrol the Bay of Bengal, but India is exerting its buyer power. There are rumors of pauses in orders for Javelin and Stryker missiles as well.On the civilian aerospace front, I am astonished that all the media stories about Air India 171 and the suspicion that Boeing and/or General Electric are at fault have disappeared without a trace. Why? There had been the big narrative push to blame the poor pilots, and now that there is more than reasonable doubt that these US MNCs are to blame, there is a media blackout?Allegations about poor manufacturing practices by Boeing in North Charleston, South Carolina by whistleblowers have been damaging for the company's brand: this is where the 787 Dreamliners are put together. It would not be surprising if there is a slew of cancellations of orders for Boeing aircraft, with customers moving to Airbus. Let us note Air India and Indigo have placed some very large, multi-billion dollar orders with Boeing that may be in jeopardy.India as a consuming economy, and the services trade is hugely in the US' favorMany observers have pointed out the obvious fact that India is not an export-oriented economy, unlike, say, Japan or China. It is more of a consuming economy with a large, growing and increasingly less frugal population, and therefore it is a target for exporters rather than a competitor for exporting countries. As such, the impact of these US tariffs on India will be somewhat muted, and there are alternative destinations for India's exports, if need be.While Trump has focused on merchandise trade and India's modest surplus there, it is likely that there is a massive services trade, which is in the US' favor. All those Big Tech firms, such as Microsoft, Meta, Google and so on run a surplus in the US' favor, which may not be immediately evident because they route their sales through third countries, e.g. Ireland.These are the figures from the US Trade Representative, and quite frankly I don't believe them: there are a lot of invisible services being sold to India, and the value of Indian data is ignored.In addition to the financial implications, there are national security concerns. Take the case of Microsoft's cloud offering, Azure, which arbitrarily turned off services to Indian oil retailer Nayara on the flimsy grounds that the latter had substantial investment from Russia's Rosneft. This is an example of jurisdictional over-reach by US companies, which has dire consequences. India has been lax about controlling Big Tech, and this has to change.India is Meta's largest customer base. Whatsapp is used for practically everything. Which means that Meta has access to enormous amounts of Indian customer data, for which India is not even enforcing local storage. This is true of all other Big Tech (see OpenAI's Sam Altman below): they are playing fast and loose with Indian data, which is not in India's interest at all.Data is the new oil, says The Economist magazine. So how much should Meta, OpenAI et al be paying for Indian data? Meta is worth trillions of dollars, OpenAI half a trillion. How much of that can be attributed to Indian data?There is at least one example of how India too can play the digital game: UPI. Despite ham-handed efforts to now handicap UPI with a fee (thank you, brilliant government bureaucrats, yes, go ahead and kill the goose that lays the golden eggs), it has become a contender in a field that has long been dominated by the American duopoly of Visa and Mastercard. In other words, India can scale up and compete.It is unfortunate that India has not built up its own Big Tech behind a firewall as has been done behind the Great Firewall of China. But it is not too late. Is it possible for India-based cloud service providers to replace US Big Tech like Amazon Web Services and Microsoft Azure? Yes, there is at least one player in that market: Zoho.Second, what are the tariffs on Big Tech exports to India these days? What if India were to decide to impose a 50% tax on revenue generated in India through advertisement or through sales of services, mirroring the US's punitive taxes on Indian goods exports? Let me hasten to add that I am not suggesting this, it is merely a hypothetical argument.There could also be non-tariff barriers as China has implemented, but not India: data locality laws, forced use of local partners, data privacy laws like the EU's GDPR, anti-monopoly laws like the EU's Digital Markets Act, strict application of IPR laws like 3(k) that absolutely prohibits the patenting of software, and so on. India too can play legalistic games. This is a reason US agri-products do not pass muster: genetically modified seeds, and milk from cows fed with cattle feed from blood, offal and ground-up body parts.Similarly, in the ‘information' industry, India is likely to become the largest English-reading country in the world. I keep getting come-hither emails from the New York Times offering me $1 a month deals on their product: they want Indian customers. There are all these American media companies present in India, untrammelled by content controls or taxes. What if India were to give a choice to Bloomberg, Reuters, NYTimes, WaPo, NPR et al: 50% tax, or exit?This attack on peddlers of fake information and manufacturing consent I do suggest, and I have been suggesting for years. It would make no difference whatsoever to India if these media outlets were ejected, and they surely could cover India (well, basically what they do is to demean India) just as well from abroad. Out with them: good riddance to bad rubbish.What India needs to doI believe India needs to play the long game. It has to use its shatrubodha to realize that the US is not its enemy: in Chanakyan terms, the US is the Far Emperor. The enemy is China, or more precisely the Chinese Empire. Han China is just a rump on their south-eastern coast, but it is their conquered (and restive) colonies such as Tibet, Xinjiang, Manchuria and Inner Mongolia, that give them their current heft.But the historical trends are against China. It has in the past had stable governments for long periods, based on strong (and brutal) imperial power. Then comes the inevitable collapse, when the center falls apart, and there is absolute chaos. It is quite possible, given various trends, including demographic changes, that this may happen to China by 2050.On the other hand, (mostly thanks, I acknowledge, to China's manufacturing growth), the center of gravity of the world economy has been steadily shifting towards Asia. The momentum might swing towards India if China stumbles, but in any case the era of Atlantic dominance is probably gone for good. That was, of course, only a historical anomaly. Asia has always dominated: see Angus Maddison's magisterial history of the world economy, referred to below as well.I am reminded of the old story of the king berating his court poet for calling him “the new moon” and the emperor “the full moon”. The poet escaped being punished by pointing out that the new moon is waxing and the full moon is waning.This is the long game India has to keep in mind. Things are coming together for India to a great extent: in particular the demographic dividend, improved infrastructure, fiscal prudence, and the increasing centrality of the Indian Ocean as the locus of trade and commerce.India can attempt to gain competitive advantage in all three ways outlined above:* Cost-leadership. With a large market (assuming companies are willing to invest at scale), a low-cost labor force, and with a proven track-record of frugal innovation, India could well aim to be a cost-leader in selected areas of manufacturing. But this requires government intervention in loosening monetary policy and in reducing barriers to ease of doing business* Customer-intimacy. What works in highly value-conscious India could well work in other developing countries. For instance, the economic environment in ASEAN is largely similar to India's, and so Indian products should appeal to their residents; similarly with East Africa. Thus the Indian Ocean Rim with its huge (and in Africa's case, rapidly growing) population should be a natural fit for Indian products* Innovation. This is the hardest part, and it requires a new mindset in education and industry, to take risks and work at the bleeding edge of technology. In general, Indians have been content to replicate others' innovations at lower cost or do jugaad (which cannot scale up). To do real, disruptive innovation, first of all the services mindset should transition to a product mindset (sorry, Raghuram Rajan). Second, the quality of human capital must be improved. Third, there should be patient risk capital. Fourth, there should be entrepreneurs willing to try risky things. All of these are difficult, but doable.And what is the end point of this game? Leverage. The ability to compel others to buy from you.China has demonstrated this through its skill at being a cost-leader in industry after industry, often hollowing out entire nations through means both fair and foul. These means include far-sighted industrial policy including the acquisition of skills, technology, and raw materials, as well as hidden subsidies that support massive scaling, which ends up driving competing firms elsewhere out of business. India can learn a few lessons from them. One possible lesson is building capabilities, as David Teece of UC Berkeley suggested in 1997, that can span multiple products, sectors and even industries: the classic example is that of Nikon, whose optics strength helps it span industries such as photography, printing, and photolithography for chip manufacturing. Here is an interesting snapshot of China's capabilities today.2025 is, in a sense, a point of inflection for India just as the crisis in 1991 was. India had been content to plod along at the Nehruvian Rate of Growth of 2-3%, believing this was all it could achieve, as a ‘wounded civilization'. From that to a 6-7% growth rate is a leap, but it is not enough, nor is it testing the boundaries of what India can accomplish.1991 was the crisis that turned into an opportunity by accident. 2025 is a crisis that can be carefully and thoughtfully turned into an opportunity.The Idi Amin syndrome and the 1000 Talents program with AIThere is a key area where an American error may well be a windfall for India. This is based on the currently fashionable H1-B bashing which is really a race-bashing of Indians, and which has been taken up with gusto by certain MAGA folks. Once again, I suspect the baleful influence of Whitehall behind it, but whatever the reason, it looks like Indians are going to have a hard time settling down in the US.There are over a million Indians on H1-Bs, a large number of them software engineers, let us assume for convenience there are 250,000 of them. Given country caps of exactly 9800 a year, they have no realistic chance of getting a Green Card in the near future, and given the increasingly fraught nature of life there for brown people, they may leave the US, and possibly return to India..I call this the Idi Amin syndrome. In 1972, the dictator of Uganda went on a rampage against Indian-origin people in his country, and forcibly expelled 80,000 of them, because they were dominating the economy. There were unintended consequences: those who were ejected mostly went to the US and UK, and they have in many cases done well. But Uganda's economy virtually collapsed.That's a salutary experience. I am by no means saying that the US economy would collapse, but am pointing to the resilience of the Indians who were expelled. If, similarly, Trump forces a large number of Indians to return to India, that might well be a case of short-term pain and long-term gain: urvashi-shapam upakaram, as in the Malayalam phrase.Their return would be akin to what happened in China and Taiwan with their successful effort to attract their diaspora back. The Chinese program was called 1000 Talents, and they scoured the globe for academics and researchers of Chinese origin, and brought them back with attractive incentives and large budgets. They had a major role in energizing the Chinese economy.Similarly, Taiwan with Hsinchu University attracted high-quality talent, among which was the founder of TSMC, the globally dominant chip giant.And here is Trump offering to India on a platter at least 100,000 software engineers, especially at a time when generativeAI is decimating low-end jobs everywhere. They can work on some very compelling projects that could revolutionize Indian education, up-skilling and so on, and I am not at liberty to discuss them. Suffice to say that these could turbo-charge the Indian software industry and get it away from mundane, routine body-shopping type jobs.ConclusionThe Trump tariff tantrum is definitely a short-term problem for India, but it can be turned around, and turned into an opportunity, if only the country plays its cards right and focuses on building long-term comparative advantages and accepting the gift of a mis-step by Trump in geo-economics.In geo-politics, India and the US need each other to contain China, and so that part, being so obvious, will be taken care of more or less by default.Thus, overall, the old SWOT analysis: strengths, weaknesses, opportunities and threats. On balance, I am of the opinion that the threats contain in them the germs of opportunities. It is up to Indians to figure out how to take advantage of them. This is your game to win or lose, India!4150 words, 9 Aug 2025 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

- TSMC Arizona Plants Leave it Exempt from 100% Chip/Semi Tariffs - IDC: Global Tablet Shipments Up in June-Q, But… - Japan Forcing iPhone Open to More Browser Engines - Second Round of __OS 26 Betas Out to Public Testers - Apple Maps Rolling Biking Directions Out to Hong Kong and Taiwan - Formula One Group Cites “F1: The Movie” in Billion-Dollar Earnings - Checking in on the Saint Paul cyberattack plus an upcoming tweak to the iPhone and iPad Wi-Fi picker on Checklist No. 435 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

durée : 00:03:30 - Géopolitique - par : Pierre  Haski  - Guillaume Auda part en direction de Taïwan et d'une entreprise qui cristallise la rivalité Chine - Etats-Unis. TSMC fabrique des puces pour l'Intelligence Artificielle et a été hier totalement exemptée de taxes par Donald Trump. Les droits de douane sont une arme géopolitique ! Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Dave's Apple Pencil died, so he replaced it with a new one. He gives us his thoughts on using it. Apple has committed more money to the U.S. as they partner with Corning to make glass for iPhone and Apple Watch in this country. ESPN is launching a new streaming service, but Dave and I are having trouble understanding how it's going to work for them. Show Notes: Apple increases U.S. commitment to $600 billion, announces American Manufacturing Program Apple and Corning partner to manufacture 100 percent of iPhone and Apple Watch cover glass in Kentucky Apple's new $100B US commitment got it a 100% chip tariff exemption Apple chipmaker TSMC says it too is exempt from US tariffs ESPN flagship streaming service to launch August 21 Shows and movies we're watching The One that Got Away, Acorn TV HBO gets some BritBox

Descubre en este episodio cómo la decisión de Trump de imponer un arancel del 100% a los semiconductores sacude la industria tecnológica, afecta precios y reconfigura la cadena de suministro mundial.Conviértete en un seguidor de este podcast: https://www.spreaker.com/podcast/geeks-y-gadgets-con-luisgyg--909634/support.

durée : 00:03:30 - Géopolitique - par : Pierre  Haski  - Guillaume Auda part en direction de Taïwan et d'une entreprise qui cristallise la rivalité Chine - Etats-Unis. TSMC fabrique des puces pour l'Intelligence Artificielle et a été hier totalement exemptée de taxes par Donald Trump. Les droits de douane sont une arme géopolitique ! Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

A geopolitical jolt, corporate earnings swings, and a moonshot in energy — this Market View has it all. US President Donald Trump is calling for Intel CEO Lip-Bu Tan’s resignation, stoking US-China tech tensions and hitting drone maker DJI. Genting Singapore’s profits slide 34% despite higher theme park attendance, while Restaurant Brands’ earnings drop even as sales grow. In UP or DOWN, Eli Lilly, TSMC, Singapore Land, and DBS take the spotlight. The STI gains on Yangzijiang’s strong results, and in our Last Word, the US plans a nuclear power plant on the moon. Hosted by Michelle Martin with Ryan Huang. See omnystudio.com/listener for privacy information.

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

Suscríbete para más: https://www.youtube.com/c/pixxelersSigueme en redes: https://linktr.ee/jlrock92Discord: https://discord.gg/EFkfqhMZDUNOTAS:- Battlefield 6 anticheat: https://tinyurl.com/ye23ru9y- Nintendo sube precios: https://tinyurl.com/2nzsvjnd- GabeN nueva empresa: https://tinyurl.com/ynr488ez- Juegos 1 mano update: https://tinyurl.com/3jm64eee- GENE 3: https://youtu.be/PDKhUknuQDg- Xbox IA: https://tinyurl.com/2zm8r247- ChatGPT te doxea: https://tinyurl.com/2zcvpnh2- Windows Crocs: https://tinyurl.com/3kk9v2dj- Anuncios Alexa: https://tinyurl.com/39j2m483- TikTok Pro: https://tinyurl.com/3hz276dz- Google vs Epic: https://tinyurl.com/4fn8rjvy- Google links cortos: https://tinyurl.com/5n8tfw4b- Trump vs TSMC: https://tinyurl.com/3pf4j8ed- Trump vs Intel: https://tinyurl.com/yc547dcd- NVIDIA baja precios: https://tinyurl.com/3jzmafa3- NVIDIA fake news: https://tinyurl.com/5d86nzvb- AMD RX 9060: https://tinyurl.com/2w4akcm6- Necromancia IA: https://tinyurl.com/d5khrkhk- Ozzy IA: https://tinyurl.com/3sppt4du- Grok Spicy: https://tinyurl.com/mr2ts7s4

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In a major geopolitical and economic shift, Apple CEO Tim Cook and Donald Trump have unveiled a $600 billion investment aimed at reshoring America's tech supply chain, with national security at the heart of the move. This groundbreaking deal includes domestic rare earth mineral sourcing, revitalized chip manufacturing in Arizona through TSMC, and aggressive deregulation to enable rapid industrial growth. The initiative is positioned as a strategic counter to China's ambitions in Taiwan and dominance in the semiconductor industry—redefining the stakes in U.S.-China relations and laying the groundwork for tech independence.

In a landmark announcement, Apple and Donald Trump unveiled a $600 billion initiative to reshape the American manufacturing landscape and end reliance on China for advanced semiconductor chips. With Apple committing to a full end-to-end silicon supply chain in the U.S., including partnerships in Texas, Arizona, and New York, the move cements TSMC's new Arizona plant—spearheaded by Trump—as a critical national asset. This strategic shift, powered by tariff exemptions, rare earth mineral mining, and streamlined regulations, is being hailed as a historic step toward U.S. technological sovereignty and a game changer in the geopolitical battle with China over Taiwan.

A tariff-fueled tech revolution is underway. With a $600B Apple investment, TSMC's chip plant in Arizona, and the Pentagon pouring $400M into rare earth mining, the U.S. is reclaiming its tech dominance and cutting China out of the supply chain. Trump's bold “build here or pay up” strategy has flipped the global semiconductor game—making Taiwan expendable, thwarting China's tech takeover, and setting the stage for an American manufacturing renaissance. This is next-level economic warfare—and we're winning.

A $600 billion Apple investment, a TSMC factory in Arizona, and a renewed focus on rare earth minerals mark a seismic shift in America's tech war with China. Backed by Trump-era strategy and new Pentagon funding, the U.S. is rebuilding its supply chain from the ground up—on American soil. This is more than manufacturing; it's about national security, energy dominance, and stopping China from seizing Taiwan's tech crown. The chip war is here—and the battlefield just moved stateside

Apple's $600 billion manufacturing deal, backed by Donald Trump's bold trade and tech strategy, is igniting a Made-in-America revolution. With chip giant TSMC building in Arizona, rare earth minerals back in play, and full supply chain control coming home, the U.S. is taking the power back from China—one wafer at a time. This isn't just an economic revival; it's a national security play that could reshape global tech dominance.

TSMC ha despedido empleados por intentar robar secretos del proceso 2 nm que alimentará el chip de los iPhone 18. Un caso que pone sobre la mesa el espionaje industrial de la industria tecnológica.Contacta con el autor:X: @jlacortBluesky: @lacortMail: [lacort@xataka.com](mailto:lacort@xataka.com)Loop Infinito es un podcast de Applesfera sobre Apple y su ecosistema, publicado de lunes a viernes a las 7.00 h (hora española peninsular). Presentado por Javier Lacort. Editado por Alberto de la Torre.

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

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos recorren un torbellino de titulares que va de la Casa Blanca a Wall Street. Arrancan con la visita de Tim Cook a Donald Trump en donde Apple promete invertir millones adicionales en EE. UU. y, casi en la misma hora, la Administración impone aranceles del 100 % a chips fabricados fuera del país, disparando a Intel y TSMC mientras reconfigura las cadenas de suministro. El dúo enlaza ese golpe industrial con la nueva orden ejecutiva que autoriza incluir bitcoin, capital privado e inmobiliario en los planes 401(k), abriendo un cofre de casi US$ 9 billones al riesgo alternativo y encendiendo el debate fiduciario.En la arena corporativa, analizan los resultados de Eli Lilly que baten el consenso pero también el tropiezo bursátil provocado por los tibios datos de su píldora oral contra la obesidad. Un episodio que entrelaza política industrial, revolución del retiro y la pujante economía del bienestar, ofreciendo al oyente una panorámica completa de los motores que mueven el mercado esta semana.

President Trump gaat achter de chip- en semiconductorsector aan. Er komt een tarief van 100 procent, tenzij bedrijven (een deel van) hun productie naar de VS verplaatsen. Een flink dreigement, maar het slaat behoorlijk dood. Aandelen van chipbedrijven van over de hele wereld dalen niet, maar stijgen juist.Deze aflevering kijken we waarom aandeelhouders van ASML, Besi, ASMI en al die andere chippers lak hebben aan Trumps dreigende woorden. Nemen ze hem minder serieus?Serieus zijn wél de heffingen die hij oplegt aan andere landen. Die gaan vandaag in. Een tarief van 19 procent voor Britse producten, tot 50 procent voor spullen uit India. Veel is niet uitgewerkt en er is onduidelijkheid voor ondernemers en overheden. We proberen deze aflevering te kijken hoe het voor jou als belegger uitpakt. Hebben we het ook over een opmerkelijke oproep van Trump (hij had het druk ja). Hij eist per direct het ontslag van de ceo van Intel. Volgens Trump heult de ceo samen met de Chinezen.Verder hebben we het over de crisissituatie in Zwitserland. De president vloog naar Washington, maar tevergeefs. Ze moeten alsnog een torenhoog tarief betalen. Dat is een probleem, want het kost maar liefst een procent van hun BBP.Dit kan je verder verwachten: Sony verhoogt de winstverwachting voor dit jaar. Analisten zijn ook al positief over volgend jaar Aandeel Eli Lilly beleeft een horrordag (ondanks dat ze omzet- en winstverwachting opkrikken) SBM Offshore verhoogt de verwachtingen ook, maar aandeel wordt ook gedumpt AirBNB denkt dat mensen minder op vakantie gaan See omnystudio.com/listener for privacy information.

President Trump gaat achter de chip- en semiconductorsector aan. Er komt een tarief van 100 procent, tenzij bedrijven (een deel van) hun productie naar de VS verplaatsen. Een flink dreigement, maar het slaat behoorlijk dood. Aandelen van chipbedrijven van over de hele wereld dalen niet, maar stijgen juist.Deze aflevering kijken we waarom aandeelhouders van ASML, Besi, ASMI en al die andere chippers lak hebben aan Trumps dreigende woorden. Nemen ze hem minder serieus?Serieus zijn wél de heffingen die hij oplegt aan andere landen. Die gaan vandaag in. Een tarief van 19 procent voor Britse producten, tot 50 procent voor spullen uit India. Veel is niet uitgewerkt en er is onduidelijkheid voor ondernemers en overheden. We proberen deze aflevering te kijken hoe het voor jou als belegger uitpakt. Hebben we het ook over een opmerkelijke oproep van Trump (hij had het druk ja). Hij eist per direct het ontslag van de ceo van Intel. Volgens Trump heult de ceo samen met de Chinezen.Verder hebben we het over de crisissituatie in Zwitserland. De president vloog naar Washington, maar tevergeefs. Ze moeten alsnog een torenhoog tarief betalen. Dat is een probleem, want het kost maar liefst een procent van hun BBP.Dit kan je verder verwachten: Sony verhoogt de winstverwachting voor dit jaar. Analisten zijn ook al positief over volgend jaar Aandeel Eli Lilly beleeft een horrordag (ondanks dat ze omzet- en winstverwachting opkrikken) SBM Offshore verhoogt de verwachtingen ook, maar aandeel wordt ook gedumpt AirBNB denkt dat mensen minder op vakantie gaan See omnystudio.com/listener for privacy information.

東京エレクトロン、元従業員がTSMCの機密情報取得に関与　「懲戒解雇し捜査に全面協力」。　東京エレクトロンは8月7日、台湾積体電路製造（TSMC）の機密情報が不正に取得されたとして台湾当局が捜査している件で、台湾子会社の元従業員1人が関与していたことを確認したと発表した。当該従業員は懲戒解雇済みで、捜査に全面的に協力しているという。

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PBS confirms data breach after employee info leaked on Discord servers TSMC fires engineers over suspected semiconductor secrets theft Cloudflare on Perplexity web scraping techniques to avoid robot.txt and network blocks Huge thanks to our sponsor, ThreatLocker ThreatLocker® is a global leader in Zero Trust endpoint security, offering cybersecurity controls to protect businesses from zero-day attacks and ransomware. ThreatLocker operates with a default deny approach to reduce the attack surface and mitigate potential cyber vulnerabilities. To learn more and start your free trial, visit ThreatLocker.com/CISO.

l Brieff, con Arturo Salazar, te trae un análisis a fondo de las noticias clave del 5 de agosto de 2025. Cubrimos la decisión de EE. UU. de retirar la pena de muerte a El Mayo Zambada, la refutación de Sheinbaum a un reporte del Wall Street Journal, el plan de rescate financiero de Pemex y la inversión de Walmart en México. También abordamos el caso Epstein y el subpoena del Congreso, la cancelación de subvenciones solares por Trump, el descenso en su aprobación económica, el movimiento estratégico de OpenAI, el robo de secretos de TSMC y el fallecimiento de Ozzy Osbourne.Sponsor del día: STRTGY/ El departamento de análisis de datos que vive en una IA.Pronostica la demanda, detecta oportunidades comerciales y ajusta tu cadena de suministro 70% más barato y 10× más rápido que un equipo humano. Conoce más aquí www.strtgy.ai o agenda un demo en arturo@strtgy.aiRecibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@brieffy.com Hosted on Acast. See acast.com/privacy for more information.

Pfizer smashes expectations — but can it keep going as Trump eyes 250% tariffs on drugs and semiconductors? Hosted by Michelle Martin with Ryan Huang, this Market View dives into what’s powering Pfizer’s rebound, whether Yum! Brands is giving us clues about US consumer strength, and how new Trump tariffs may rattle markets. Plus: Tesla vs BYD, TSMC resilience, CICT’s billion-dollar REIT deal, and a check on Singapore’s STI after breaking 4,200. Catch all the moves — and what they could mean for your portfolio.See omnystudio.com/listener for privacy information.

Plus: Linda Yaccarino, former CEO of X, lands at eMed Population Health. And NASA's acting administrator Sean Duffy directs the agency to support more private space stations. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: German chip maker Infineon Technologies lifts its guidance as semiconductor demand picks up. Three people are arrested over the suspected theft of TSMC's trade secrets. Ariana Aspuru hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a text prompt. And exactly how big Patreon has grown in the creator economy. 00:32 TSMC Spygate 02:50 Cloudflare V. Perplexity 04:52 Figma Followup 07:35 Music AI 09:53 New Google Models 14:58 Patreon Numbers Links: TSMC says employees tried to steal trade secrets on iPhone 18 chip process (9to5Mac) Cloudflare says Perplexity's AI bots are ‘stealth crawling' blocked sites (The Verge) Figma's Pursuit of Long-Term Backers Kept IPO Price in Check (Bloomberg) Voice Startup ElevenLabs Launches AI Music Service (WSJ) Google's new AI model creates video game worlds in real time (The Verge) Google's Kaggle to host AI chess tournament to evaluate leading AI models' reasoning skills (Silicon Angle) Exclusive: Patreon crosses $10 billion creator payment milestone (Axios) Learn more about your ad choices. Visit megaphone.fm/adchoices

Stock market update for August 5, 2025. WATCH: Palantir deep diveThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Een gevarieerde beursdag, zo kan je hem wel het best omschrijven. Het ging over een vette bek, medicatie, software en over olie. Om te beginnen met oliemaatschappij BP. Dat kwam met goede kwartaalcijfers, die beleggers totaal niet zagen aankomen. Nu alle grote olie- en gasreuzen met cijfers zijn gekomen, maken we de balans op. Wat is het beste aandeel dat je kan hebben? Is dat nu toch BP of moet je gaan voor Shell, ExxonMobil, Chevron, TotalEnergies of Saudi-Aramco?Die andere hoogvlieger is Pfizer. De farmaceut verrast niet alleen met de kwartaalcijfers, dat doet het óók met de outlook. Het verhoogt de winstverwachting. Ondanks de torenhoge importheffingen van Trump en zijn dreigement om de prijzen van farmaceuten aan te pakken.Die vette bek gaat over Yum Brands, de eigenaar van onder meer KFC en de Pizza Hut. Dat heeft het pijnlijk genoeg heel lastig op de thuismarkt. Al kwartalen op rij draaien ze in de VS slecht.Ook vertellen we je alles over Palantir. Dat aandeel deed het al waanzinnig goed, maar blijft maar stijgen. Reden zijn de goede cijfers. We onderzoeken waarom dit bedrijf (dat onder meer de FBI als klant heeft) zo'n beurslieveling is. Verder in deze aflevering: De Zwitsers vliegen naar Trump om te onderhandelen over de tarieven Trump ziet Scott Bessent afhaken: hij wil geen Fed-baas worden TSMC heeft een lek: er zijn bedrijfsgeheimen gestolen Aandeelhouders van NovoNordisk slepen bedrijf voor de rechter See omnystudio.com/listener for privacy information.

Die H20-chip mag sinds kort weer naar China van de VS, maar nu is er een nieuwe partij die er een stokje voor steekt. Niet Donald Trump, maar China zélf vertrouwt de boel niet. De internettoezichthouder van China denkt dat Amerika straks allemaal Chinese bedrijven in de gaten gaat houden via die chips. Daarvoor haalt het een wetsvoorstel aan van een paar maanden geleden. Een Amerikaanse senator pleitte ervoor om trackers op chips te plaatsen die onder exportrestricties vallen, om zo ten alle tijden te weten waar die chips zich bevinden. Voor Nvidia staat er veel op het spel. Dat bestelde deze week nog 300.000 H20-chips bij TSMC, omdat de exportristricties vanuit de VS werden opgeheven. Verder in deze Tech Update: Via een nieuw initiatief willen Nederlandse tech-ondernemers een eigen, Nederlandse cloud opzetten. See omnystudio.com/listener for privacy information.

MRKT Matrix - Tuesday, July 29th S&P 500 retreats from record as comeback rally pauses before Fed decision (CNBC) Trump's New Trade Order Is Fragile (WSJ) China lays out its AI vision in foil to Donald Trump's ‘America First' plan (Financial Times) Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, sources say (Reuters) Apple to Shutter a Retail Store in China for the First Time Ever (Bloomberg) The Driver of Apple's Exploding Valuation Is Under Threat. See What's at Stake. (WSJ) Microsoft's Access to OpenAI Tech Is Focus of Contract Talks (Bloomberg) Waymo taps Avis to manage robotaxi fleet in Dallas (TechCrunch)  Union Pacific to Buy Norfolk Southern in $85 Billion Deal (Bloomberg) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Elon Musk just confirmed a $16.5 billion chip deal with Samsung, locking in production of Tesla's next-gen AI6 chips from Samsung's new Texas fab. The deal marks a major comeback bid for Samsung in the AI chip war after falling behind rivals like TSMC and Nvidia.Featured Guest: Jimmy Yun, investor, 8VC

Beleggers van farmaceut Novo Nordisk zijn afvallig. Het aandeel wordt gedumpt, want de directie komt met misselijkmakend nieuws. Er is voor de tweede keer dit jaar een winstwaarschuwing en als toetje komt daar nog een omzetwaarschuwing bovenop.De verkoop van de afvalprikken van Novo Nordisk vallen tegen. Concurrent Eli Lilly doet het beter. Alleen profiteert het aandeel van de concurrent niet van de neergang van Novo Nordisk. Sterker nog: die gaat ook hard onderuit. Beleggers denken namelijk dat de hele sector overdreven is.Daar hebben we het deze aflevering over. Is de markt voor afvalmedicatie niet gewoon een hype?Hoor je ook over heel veel ander nieuws, want het was een drukke beursdag. Philips bijvoorbeeld, dat hield een zegetocht op de Amsterdamse beurs. Eens géén winstwaarschuwing voor Philips, maar juist een opwaardering voor de winst. Een bedankje daarvoor kan naar het Witte Huis.Waar dan geen muziek in zit, is Spotify. De streamer stelt teleur en dat is heel lang geleden. Er komen meer abonnees bij, maar Spotify maakt onverwachts verlies.Verder in deze aflevering: De Britten hebben een betere deal de EU. Keir Starmer blijkt goede dealmaker Alfen vindt een nieuwe ceo Jerome Powell kan opgelucht ademhalen: Fed-vergaderingen hoeven niet openbaar ECB-werknemers happen juist naar adem. Lagarde zou werksfeer verpesten Kwartaalcijfers van Basic-Fit blijken niet echt fit See omnystudio.com/listener for privacy information.

The conversation explores the implications of a potential TSMC monopoly in the semiconductor industry, discussing the risks it poses to pricing, innovation, and competition. The speakers emphasize the need for strategic decisions among semiconductor companies and the importance of considering commercial solutions to mitigate the risks associated with a monopoly.

Rajiv Khemani, co-founder & CEO of Auradine, sits down with Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) live from Bitcoin 2025 in Las Vegas to pull back the curtain on America's newest 3 nm ASIC powerhouse. Auradine They break down:Hydro Hash Density – 600 TH/s packed into a 2U rack and tunable down to 13.5 J/TH for “eco-mode” efficiency.AI-by-Day, Bitcoin-by-Night – shared liquid-cooling racks that swing idle GPU power into mining revenue in seconds.Heat Recapture Hustles – turning spent watts into shower water, fish-farm warmth, and any creative thermal side-gig you can dream up.Tariff-Proof Supply Chain – why building chips at TSMC but assembling in the U.S. (or non-China Asia) hedges geopolitical risk.$150 M War Chest & Creative Financing – how fresh capital lets Auradine offer pay-as-you-mine terms and sell standalone chips for DIY devices.If you're obsessed with mining density, cheap electrons, and staying geopolitically uncancelled, this episode hands you the playbook.

- US AI Action Plan - STMicro NXP MEMS sensors - Nvidia H20, TSMC packaging capacity [audio mp3="https://orionx.net/wp-content/uploads/2025/07/HPCNB_20250728.mp3"][/audio] The post HPC News Bytes – 20250728 appeared first on OrionX.net.

When will iOS 26's public beta will be made available? Is Apple losing ground in the AI talent war? Apple's first foldable iPhone could arrive next year. And a unique color could be coming with the iPhone 17 Pro. macOS Tahoe Public Beta Available for Some Users [Update: Pulled]. TSMC US chip production may soon only be three years behind Taiwan. UK backing down on Apple encryption backdoor after pressure from US. Bigfoot, Orca, and a Trombone, are among new emoji coming to iOS 26. Apple's Emoji Game is now out for News+ subscribers in the US and Canada. Why Apple Is Losing Ground in the AI Talent War (It's Not Just Money). The first foldable iPhone will arrive next year in Un-Apple-Like fashion. One of the iPhone 17 Pro colors might literally be Liquid Glass. 'Ted Lasso' Season 4: Juno Temple & Brendan Hunt return; new cast includes Tanya Reynolds, Faye Marsay & Ted's son. Apple warns Iranians of iPhone spyware attacks ahead of Israel conflict. Earth will spin faster today to create 2nd-shortest day in history. Picks of the Week: Andy's Pick: MDR Dasher Keyboard Alex's Pick: Flipboard Jason's Pick: Longplay Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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: zocdoc.com/macbreak helixsleep.com/twit

When will iOS 26's public beta will be made available? Is Apple losing ground in the AI talent war? Apple's first foldable iPhone could arrive next year. And a unique color could be coming with the iPhone 17 Pro. macOS Tahoe Public Beta Available for Some Users [Update: Pulled]. TSMC US chip production may soon only be three years behind Taiwan. UK backing down on Apple encryption backdoor after pressure from US. Bigfoot, Orca, and a Trombone, are among new emoji coming to iOS 26. Apple's Emoji Game is now out for News+ subscribers in the US and Canada. Why Apple Is Losing Ground in the AI Talent War (It's Not Just Money). The first foldable iPhone will arrive next year in Un-Apple-Like fashion. One of the iPhone 17 Pro colors might literally be Liquid Glass. 'Ted Lasso' Season 4: Juno Temple & Brendan Hunt return; new cast includes Tanya Reynolds, Faye Marsay & Ted's son. Apple warns Iranians of iPhone spyware attacks ahead of Israel conflict. Earth will spin faster today to create 2nd-shortest day in history. Picks of the Week: Andy's Pick: MDR Dasher Keyboard Alex's Pick: Flipboard Jason's Pick: Longplay Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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: zocdoc.com/macbreak helixsleep.com/twit

When will iOS 26's public beta will be made available? Is Apple losing ground in the AI talent war? Apple's first foldable iPhone could arrive next year. And a unique color could be coming with the iPhone 17 Pro. macOS Tahoe Public Beta Available for Some Users [Update: Pulled]. TSMC US chip production may soon only be three years behind Taiwan. Apple sues Jon Prosser over iOS 26 leaks. UK backing down on Apple encryption backdoor after pressure from US. Bigfoot, Orca, and a Trombone, are among new emoji coming to iOS 26. Apple's Emoji Game is now out for News+ subscribers in the US and Canada. Why Apple Is Losing Ground in the AI Talent War (It's Not Just Money). The first foldable iPhone will arrive next year in Un-Apple-Like fashion. One of the iPhone 17 Pro colors might literally be Liquid Glass. 'Ted Lasso' Season 4: Juno Temple & Brendan Hunt return; new cast includes Tanya Reynolds, Faye Marsay & Ted's son. Apple warns Iranians of iPhone spyware attacks ahead of Israel conflict. Earth will spin faster today to create 2nd-shortest day in history. Picks of the Week: Andy's Pick: MDR Dasher Keyboard Alex's Pick: Flipboard Jason's Pick: Longplay Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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: zocdoc.com/macbreak helixsleep.com/twit

When will iOS 26's public beta will be made available? Is Apple losing ground in the AI talent war? Apple's first foldable iPhone could arrive next year. And a unique color could be coming with the iPhone 17 Pro. macOS Tahoe Public Beta Available for Some Users [Update: Pulled]. TSMC US chip production may soon only be three years behind Taiwan. Apple sues Jon Prosser over iOS 26 leaks. UK backing down on Apple encryption backdoor after pressure from US. Bigfoot, Orca, and a Trombone, are among new emoji coming to iOS 26. Apple's Emoji Game is now out for News+ subscribers in the US and Canada. Why Apple Is Losing Ground in the AI Talent War (It's Not Just Money). The first foldable iPhone will arrive next year in Un-Apple-Like fashion. One of the iPhone 17 Pro colors might literally be Liquid Glass. 'Ted Lasso' Season 4: Juno Temple & Brendan Hunt return; new cast includes Tanya Reynolds, Faye Marsay & Ted's son. Apple warns Iranians of iPhone spyware attacks ahead of Israel conflict. Earth will spin faster today to create 2nd-shortest day in history. Picks of the Week: Andy's Pick: MDR Dasher Keyboard Alex's Pick: Flipboard Jason's Pick: Longplay Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell 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: zocdoc.com/macbreak helixsleep.com/twit

Serious zero-day has been uncovered that is affecting everybody all around the world. There is a patch tho. Mark Gurman dishes on the foldable iPhone. TSMC joins the Trillion-Dollar-Club. If you're an expert in a given field you too can join the AI goldrush. And did we just take a big step toward AGI, or is this just the latest in the hype-cycle?Sponsors:AGNTCY.ORGLinks:Hackers Exploit Microsoft SharePoint as Firm Works to Patch (Bloomberg)The First Foldable iPhone Will Arrive Next Year in Un-Apple-Like Fashion (Bloomberg)Nvidia's CUDA platform now supports RISC-V — support brings open source instruction set to AI platforms, joining x86 and Arm (Tom's Hardware)TSMC's Taiwan Stock Value Surpasses $1 Trillion Amid AI Frenzy (Bloomberg)AI groups spend to replace low-cost ‘data labellers' with high-paid experts (FT)OpenAI's experimental model achieved gold at the International Math Olympiad (Engadget)OpenAI's gold medal performance on the International Math Olympiad. (Simon Willison's Weblog)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The GOP tax law made huge cuts to Medicaid, but some lawmakers were able to set aside $50 billion for rural health. People who live in the nation's rural areas have more chronic disease, die younger, and make less money. But some rural hospital and clinic leaders worry the infusion won't reach the right places. Also on the show: Crypto week draws to a close, and TSMC, the company that makes NVIDIA chips, posts record profits.

- TSMC CEO C.C. Wei on Arizona Plans and Economic Uncertainty - MLB Commissioner: Apple Among Three Bidders for Sunday Night Baseball - “Cyberpunk 2077 Ultimate Edition” Hits Apple Silicon Macs - Apple News+ Surprise Launches “Emoji Game” - Unicode Consortium Announces Next Eight Emoji - Vimeo Relaunches App for Apple TV - Apple TV+ Outs Trailer for “Platonic” Season-Two - Apple TV+ Presents “Snoopy Presents: A Summer Musical” - On Checklist No. 432 - The FBI warns of healthcare phishing, perhaps fueled by known healthcare data breaches. Find out more at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

The GOP tax law made huge cuts to Medicaid, but some lawmakers were able to set aside $50 billion for rural health. People who live in the nation's rural areas have more chronic disease, die younger, and make less money. But some rural hospital and clinic leaders worry the infusion won't reach the right places. Also on the show: Crypto week draws to a close, and TSMC, the company that makes NVIDIA chips, posts record profits.

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever.Links:TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg)US House agrees to consider crypto legislation in big win for the digital asset industry (Reuters)Investors Float Deal Valuing Anthropic at More Than $100 Billion (The Information)Microsoft's Copilot Is Getting Lapped by 900 Million ChatGPT Downloads (Bloomberg)Delta moves toward eliminating set prices in favor of AI that determines how much you personally will pay for a ticket (Fortune)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.