Podcasts about TSMC

En este episodio repasamos las claves que mueven al mercado este viernes: • Wall Street avanza tras acuerdo EE.UU.–Reino Unido: Futuros al alza con $SPX +0.2%, $US100 +0.3% y $INDU plano. El mercado se apoya en el anuncio del acuerdo comercial y en señales de que Trump podría reducir aranceles a China durante nuevas conversaciones. La jornada económica se centra en discursos de la Fed. • Boeing celebra pedido récord de IAG: $BA repunta tras la compra de 32 aviones 787-10 por parte de British Airways y 21 Airbus A330neo para Iberia. El pedido es parte de un plan de renovación de flota ligado al nuevo acuerdo comercial. Se esperan más compras por hasta $10B según funcionarios de EE.UU. • TSMC marca récord de ingresos: $TSM reporta crecimiento del +48.1% YoY en abril, alcanzando NT$349.57B. Fuerte demanda por chips de IA y compras anticipadas ante temores de aranceles impulsan el salto mensual del +22.2%. La compañía mantiene su guía de crecimiento de +25% para 2025 en USD. • Nvidia adapta su oferta para China: $NVDA lanzará una versión reducida de su chip H20 para cumplir con restricciones de exportación de EE.UU. y seguir operando en el mercado chino, que representa el 13% de sus ventas. El chip tendrá menor rendimiento y memoria, cediendo terreno ante Huawei. Un episodio con foco en comercio internacional, semiconductores y la competencia global en inteligencia artificial.

De wonderen zijn de wereld nog niet uit. Sloot Trump gisteren ineens een handelsdeal met de Britten, dit weekend gaat 'ie heel ver voor een deal met de Chinezen. Zo ver zelfs dat 'ie bereid is de tarieven drastisch te verlagen.Ze staan er in China zelf ook van te kijken. Waarom wil Trump zo graag? We bespreken het deze aflevering. Dan hoor je ook waarom China het (ondanks die handelsoorlog) extreem veel exporteert. Sterker nog: de binnenlandse vraag valt nauwelijks terug. Verder vertellen we je over BP. Het aandeel zit in een diep dal en dat zet concurrenten aan het denken. Die zijn allemaal aan het berekenen of zij de Britse oliereus willen overnemen. Shell zegt dat het ze niet waard is, maar is dat ook echt zo? We hebben het ook over de Duitse beurs. Beleggers daar hebben een nieuwe bondskanselier en die zal dit succes vast willen claimen: de DAX-index tikt namelijk een nieuw record aan. En Elon Musk vindt de 260.000 ontslagen die hij bij de Amerikaanse overheid regelde nog niet genoeg. Hij heeft een stukje software ontwikkeld die zijn taken daar kan overnemen. En we blikken terug op de week waarin Jelle eindelijk analisten meekreeg in zijn enthousiasme over Disney. Ook een beursweek waarin Ahold zei geen last te hebben van de handelsoorlog. En die waarin de eerste deal in die oorlog gesloten werd.See omnystudio.com/listener for privacy information.

La Comisión Europea y la jueza del caso Epic vs. Apple han dicho basta. Apple no puede dar más patadas a la la lata. Han determinado que los cambios de Apple para permitir tiendas de terceros en la App Store no son suficientes, calificando su tarifa como abusiva. La estrategia de "cumplimiento malicioso" de Apple para ganar tiempo se ha acabado.Nos hacemos viejos al celebrar el décimo aniversario del Apple Watch, que pasó de ser un dispositivo de comunicación a enfocarse en salud y fitness, consolidándose como un producto clave en la era Tim Cook. Evaluamos las series de Apple TV+, destacando títulos como Silo, Severance y Slow Horses, que mantienen un alto nivel crítico a pesar de un ligero bajón en 2023. Comentamos los rumores sobre una posible colaboración con Intel para fabricar procesadores, lo que reduciría la dependencia de TSMC y mitigaría riesgos geopolíticos. Además, destacamos los desafíos de Apple para trasladar parte de su producción a India, donde China está poniendo trabas para evitar la migración. Aunque la producción en India es más costosa, la diversificación es clave ante la incertidumbre regulatoria y los aranceles en EE.UU. Apple aims to source all US iPhones from India in pivot away from China Apple's India Manufacturing Push Faces Spoilers, Including China — The Information Calificaciones Apple TV - Google Sheets Apple (AAPL) Failed to Open App Store to Competition, Judge Rules - Bloomberg (12) Tim Sweeney on X: "NO FEES on web transactions. Game over for the Apple Tax. Apple's 15-30% junk fees are now just as dead here in the United States of America as they are in Europe under the Digital Markets Act. Unlawful here, unlawful there. 4 years 4 months 17 days. https://t.co/3kSYnt5pcI" / X La Comisión Europea impone una multa millonaria a Apple y Meta eeuu jueza apple - Kagi Search Varapalo para Apple en el caso contra Epic Games: Una jueza de EEUU la declara en desacato por no frenar sus prácticas anticompetitivas Juez determina que Apple violó fallo antimonopolio sobre App Store; acciones caen Por Investing.com Majin Bu on X: "iPhone 17 Air https://t.co/SxMfuL9WWj" / X 10 años apple watch - Kagi Search You can get a free Apple Watch pin today at the Apple Store - 9to5Mac El Apple Watch cumple diez años esta semana. Y Apple quiere celebrarlo contigo de la mejor forma Intel Foundry Direct Connect – April 29, 2025 – Register now Intel Foundry Roadmap Update - New 18A-PT variant that enables 3D die stacking, 14A process node enablement | Tom's Hardware

Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome's search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are:   Google's Legal Challenges and Antitrust Issues: Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on consumer choice and competition.   Apple's Legal Setback and Potential Criminal Charges: Analysis of the judgment against Apple's in the Epic lawsuit regarding app payment services. Insight into the judge's strong stance against Apple's non-compliance and the possible pursuit of criminal charges against its executives.   Major Announcements from Nvidia and IBM: Overview of NVIDIA and IBM's significant investment announcements at the White House and a discussion on what these investments could mean for U.S. tech infrastructure and global competitiveness.   Taiwan's Ruling on TSMC's Chip Production: Exploration of Taiwan's decision to keep TSMC's leading-edge chip production local and the potential geopolitical and economic impact of this ruling for global semiconductor supply chains.   Intel's Foundry Day and 18A Variants: Insights into Intel's Foundry Day announcements, including updates on 18A variants, plus a look into Intel's strategy to attract major fabless customers and how this could affect the semiconductor industry.   Six Five Summit Announcement: Announcement of the upcoming Six Five Summit, "AI Unleashed 2025" from June 16-19. The opening keynote will be delivered by Michael Dell, along with a lineup of other prominent speakers. Visit www.SixFiveMedia.com/summit for more information on the virtual event! For a more on each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Investors hit the sell button in Sydney after PM Anthony Albanese’s reelection. Hosted by Michelle Martin with Ryan Huang, this episode unpacks Warren Buffett’s shock decision to step down from Berkshire Hathaway, with Greg Abel set to lead. We spotlight Morgan Stanley’s top AI stock pick: TSMC. Plus, how are Exxon Mobil, Shell, Marks & Spencer, and Singapore’s Straco performing? And a look at STI movers like DFI Retail, Hong Kong Land, and CapitaLand Investment.See omnystudio.com/listener for privacy information.

TSMC's third Arizona fab marks a $165B US investment driven by Trump-era tariffs. Pat, Tom, and the crew break down the economic win, the geopolitical risks with China, and how this reshapes America's chip dominance—while warning what China might do next.

The episode discusses the successful return of factories to the United States following the implementation of tariffs that were initially mocked. With over $730 billion in investments, including huge projects from TSMC, Intel, and Samsung, the revival of American manufacturing is in full swing. The shift started with tariffs on China, aimed at countering unfair trade practices, and has led to a renewed focus on building domestic supply chains. However, the process has been costly, and challenges like labor shortages and inflation persist. The episode also highlights the importance of adapting to these changes for businesses, consumers, and investors, stressing the strategic necessity of reshoring critical resources and the potential real estate opportunities in emerging industrial zones. Here's that document I mentioned: https://docs.google.com/document/d/1zwZguWwqORaXdTiKcADX0yRnto4xr_nIscgMTcSLsgU/edit?tab=t.0 Learn more about your ad choices. Visit megaphone.fm/adchoices

In Touch With iOS Episode 357: Apple Watch Healing and New Beginnings Short Summary Dave is joined by Ben, Jeff, Marty, and Eric to discuss Apple's latest financial results, Vision Pro updates, Apple Intelligence progress, and Apple's legal fight with Epic Games. The team also shares powerful Apple Watch stories and previews the upcoming Macstock conference with a special discount code. Social Media Links ✅ Direct Link to Audio ✅ Website: In Touch With iOS ✅ YouTube Channel ✅ In Touch With iOS Magazine on Flipboard ✅ Facebook Page ✅ BlueSky ✅ Mastodon ✅ X (Twitter) ✅ Instagram ✅ Threads Ways to Support the Show

Timestamps: 0:00 why do they have to fight tho 0:15 YouTube tests blurred thumbs 2:04 TSMC limits US involvement, tariff news 3:24 Meta AI app, Wikipedia AI, etc 5:48 Opera! 7:00 QUICK BITS INTRO 7:07 Switch dual game loophole closed 7:40 Android 16 UI, Sidephone 8:17 Google Search in danger 8:55 Raw Ring NEWS SOURCES: https://lmg.gg/MUw6e Learn more about your ad choices. Visit megaphone.fm/adchoices

-More Hope for Nuclear Power in Utah: https://www.ksl.com/article/51302745/utah-looks-to-go-nuclear-as-it-reaches-agreement-with-idaho-laboratory- -Hydrogen Power in Utah: https://www.msn.com/en-us/lifestyle/lifestyle-buzz/small-coal-town-shocks-experts-by-building-first-of-its-kind-plant-the-cultural-aspect-of-this-is-so-bedeviling/ar-AA1Danms?ocid=msedgdhp&pc=U531&cvid=c8d08c8563694244c089090f4c0fd70a&ei=26 -Get Hegseth out of there already: https://apnews.com/article/hegseth-signal-chat-dirty-internet-line-6a64707f10ca553eb905e5a70e10bd9d# -New EV truck fills a certain niche, and I hope it's successful: A $20,000 electric truck with manual windows and no screens? Meet Slate Auto. -Solid state batteries for EVs are inching closer to reality: Stellantis' solid-state batteries can fast-charge in just 18 minutes -People have seen a color no one else has ever seen: Scientists Claim To Have Found Color No One Has Seen Before -TSMC shows off 1.4nm chip tech: TSMC shows off 1.4nm chip tech that will appear in future iPhones and other devices -We're not taking the blame for these tariffs! -Amazon probably. https://slashdot.org/story/25/04/29/1031207/amazon-to-display-tariff-costs-for-consumers-report-says -Kickstarter too! - https://news.slashdot.org/story/25/04/28/1857213/kickstarter-introduces-tariff-manager-tool-to-add-charges-to-already-fully-funded-projects -Group Think manipulation experiment. The new AI Angry Mob Generator! https://www.engadget.com/ai/researchers-secretly-experimented-on-reddit-users-with-ai-generated-comments-194328026.html -Fake Humanity is a fine line. https://www.engadget.com/ai/openai-rolls-back-update-that-made-chatgpt-an-ass-kissing-weirdo-203056185.html

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

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

2668ANRワンボタンの声ダウンロードリンク■5/1配信｢Apple Watch｣発売10周年に合わせたチャレンジ企画｢“リングを完成させよう”グローバルデー｣が4月24日開催｜直営店では限定ピンバッジも配布、TSMCが1.4nm級プロセス技術「A14」を発表、2028年に量産開始予定でスマホのAI機能強化に期待、iPhoneをインドで生産する3500億円規模の工場「プロジェクト・エレファント」が不動産ブームを巻き起こす、iPhone生産拠点のインド移転に中国が抵抗、iPh..

If you love Verdict, the Clay Travis and Buck Sexton Show might also be in your audio wheelhouse. Politics, news analysis, and some pop culture and comedy thrown in too. Here’s a sample episode recapping four Tuesday takeaways. Give the guys a listen and then follow and subscribe wherever you get your podcasts: ihr.fm/3InlkL8 100 Days of Trump Clay Travis and Buck Sexton dive into a variety of significant topics, starting with the first 100 days of President Trump's second term. They discuss the transformative and fast-paced changes under Trump 2.0, highlighting major investment commitments totaling over $5 trillion from companies like Apple, Nvidia, TSMC, OpenAI, Oracle, and SoftBank. These investments are expected to generate over 451,000 high-paying jobs, surpassing the achievements of the previous administration. The conversation shifts to the upcoming Vice President JD Vance in the second hour. The hosts express their excitement about discussing key issues such as men's and women's sports, tariffs, the border, and the Trump administration's economic policies. They also touch on the Philadelphia Eagles' visit to the White House and briefly mention the Canadian election results, expressing limited interest in Canadian politics. The hosts analyze the impact of Trump's policies on the economy, emphasizing the importance of maximizing energy production and securing significant trade deals. They debate the potential re-election scenarios for past presidents like Bill Clinton, Barack Obama, and Ronald Reagan, speculating on their chances if they had been eligible to run for a third term. VP JD Vance Clay and Buck interview Vice President JD Vance. Vance discusses the first 100 days of the Trump-Vance administration, focusing on the success in securing the border, the challenges posed by far-left judges, and the efforts to eliminate waste, fraud, and abuse within the government. He also addresses the issue of men competing in women's sports and defends the administration's tariff policies. After Vance's segment, the hosts continue to explore various political and social issues. They discuss the potential presidential candidates for the 2028 election, including Maryland Governor Wes Moore and Pennsylvania Governor Josh Shapiro. The conversation includes speculation about the future of the Democratic Party and the challenges faced by certain candidates due to their backgrounds, including former Mayor Pete Buttigieg and Governor JB Pritzker. The Power of Perception Speaker Mike Johnson praises President Trump's accomplishments in the first 100 days of his second term. Johnson highlights achievements such as removing men from women's sports, ending DEI in the federal government and military, expanding oil and gas extraction, securing trillions in new investments, and combating antisemitism on college campuses. The hosts discuss Senator Tommy Tuberville's enthusiastic support for Trump's performance, grading it an A+. They contrast this with CNN's Harry Enten's analysis, which points out Trump's lower approval ratings compared to his first term and other presidents. Clay and Buck argue that poll numbers are less relevant since Trump is not running for re-election and emphasize the importance of his policy actions over approval ratings. Economic Reality The conversation shifts to the administration's focus on economic issues, particularly inflation. Clay highlights a poll showing that 44% of Americans consider inflation their top economic concern. They discuss the importance of reducing the cost of goods and maintaining economic stability to ensure public support. Make sure you never miss a second of the show by subscribing to the Clay Travis and Buck Sexton show podcast wherever you get your podcasts: ihr.fm/3InlkL8 For the latest updates from Clay and Buck: https://www.clayandbuck.com/ Connect with Clay Travis and Buck Sexton on Social Media: X - https://x.com/clayandbuck FB - https://www.facebook.com/ClayandBuck/ IG - https://www.instagram.com/clayandbuck/ YouTube - https://www.youtube.com/c/clayandbuck Rumble - https://rumble.com/c/ClayandBuck TikTok - https://www.tiktok.com/@clayandbuckYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

Depuis 2022, Washington serre la vis sur l'exportation de puces électroniques vers la Chine. Les restrictions se renforcent encore, notamment pour limiter l'accès aux technologies nécessaires à l'intelligence artificielle. Jusqu'ici, les géants chinois pouvaient encore se fournir en puces H20 bridées de NVIDIA. Mais cet accès devrait être drastiquement réduit, dans un contexte de guerre commerciale de plus en plus tendu.Anticipant ce durcissement, Alibaba, Tencent et ByteDance auraient passé pour 12 milliards de dollars de commandes auprès de NVIDIA depuis l'an dernier. L'objectif : constituer des stocks stratégiques avant d'éventuelles nouvelles sanctions. En parallèle, certaines entreprises chinoises tentent de contourner les restrictions en créant des filiales à l'étranger pour sécuriser leur approvisionnement. Une pratique dans le viseur des autorités américaines : TSMC, le géant taïwanais, a confirmé coopérer avec Washington pour tracer l'origine de certaines commandes suspectes.Pendant ce temps, Huawei avance ses pions. Le groupe s'apprête à livrer massivement une nouvelle puce d'IA, combinant deux processeurs 910B en un seul module. Cette innovation, grâce à des techniques d'intégration avancées, offrirait des performances proches du H100 de NVIDIA. Un exploit, même si technologiquement, Huawei reste encore derrière son rival américain. Cette course à l'armement technologique illustre les effets parfois paradoxaux des sanctions américaines. Certains experts alertent d'ailleurs la Maison-Blanche : en tentant de freiner la Chine, les États-Unis pourraient bien stimuler, malgré eux, une industrie locale de l'IA plus indépendante et plus agressive. La rivalité sino-américaine pour la maîtrise de l'intelligence artificielle ne fait que commencer. Et derrière les puces, ce sont des enjeux économiques, militaires et géopolitiques majeurs qui se dessinent. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

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

Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation. [audio mp3="https://orionx.net/wp-content/uploads/2025/04/OXD028_ART_Tariffs_AI-Chips_BTC-Reserve_AI-Pricing_DC-Carbon_20250428.mp3"][/audio] The post Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28 appeared first on OrionX.net.

Are we now living in a Great Powers Competition or Great Powers Cooperation? The story changes daily, so pay close attention to be able to make any kind of sense of it all.  Topics include: technology, transhumanism, singularity, global tech war, development, trade, geopolitics, propaganda, social media information war space, influence operations, Huawei microchip developments, TSMC, Taiwan and China, GPU, graphics chips, AI, LLMs, NVIDIA, tariffs, AI arms race, 910C chip, SMIC fab, Sophgo, threats of invasion, changing perceptions of the Great Powers Competition, CFR, silliness of propaganda narratives, exploiting American bias, government claiming to be business, exploitation of American conspiracy culture, philosophy of current presidential administration based on conspiracy ideas, American Exceptionalism as a weakness, Russian influence ops, question of scale, Tim Pool in Whitehouse press room, Bizzaro Nature Boy, flimsy ideological environment, no consensus, dependency on digital information space, Elon Musk inflated autobiography, Big Tech power brokers both powerful and foolish, believing your own propaganda

The Age of Transitions and Uncle 4-25-2025AOT#458Are we now living in a Great Powers Competition or Great Powers Cooperation? The story changes daily, so pay close attention to be able to make any kind of sense of it all. Topics include: technology, transhumanism, singularity, global tech war, development, trade, geopolitics, propaganda, social media information war space, influence operations, Huawei microchip developments, TSMC, Taiwan and China, GPU, graphics chips, AI, LLMs, NVIDIA, tariffs, AI arms race, 910C chip, SMIC fab, Sophgo, threats of invasion, changing perceptions of the Great Powers Competition, CFR, silliness of propaganda narratives, exploiting American bias, government claiming to be business, exploitation of American conspiracy culture, philosophy of current presidential administration based on conspiracy ideas, American Exceptionalism as a weakness, Russian influence ops, question of scale, Tim Pool in Whitehouse press room, Bizzaro Nature Boy, flimsy ideological environment, no consensus, dependency on digital information space, Elon Musk inflated autobiography, Big Tech power brokers both powerful and foolish, believing your own propagandaUTP#366Uncle talks about the NFL draft and his early successes making videos on TikTok. Topics include: last shows using Skype, NFL draft news, Shedeur Sanders, edger on defense, LA Rams, Pete Carroll new Raiders coach, Cooper Kupp trade to Seahawks, TikTok progress, going live, reposting short videos across platforms, watching YouTube guru videos, baseball, Mets, UAP sightings, Vancouver BC, trouble first time caller, how the calls work, technical difficulties, Phillies tough season, content ideas for TikTok, Roblox video, good engagement, YouTube shorts videos, good view counts, mustard on shirt tag, transcriptions of videos, Uncle cookbook, Ochelli Radio Network possible bonus content, Patreon changes for Mac users, Chuck's donuts customer service call to radio show, guilt by association, feedback on Uncle show, cross promotion, Naked Internet, shout outsFRANZ MAIN HUB:https://theageoftransitions.com/PATREONhttps://www.patreon.com/aaronfranzUNCLEhttps://unclethepodcast.com/ORhttps://theageoftransitions.com/category/uncle-the-podcast/FRANZ and UNCLE Merchhttps://theageoftransitions.com/category/support-the-podcasts/Email Chuck or PayPalblindjfkresearcher@gmail.comBE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelli

Esta semana nos hemos quedado sorprendidos con el poderío de Google y su HDR en la app Google Fotos, la potencia de la cámara del pixel 9 o el nuevo conector usbc que nos viene desde china. Tampoco se queda atrás el trabajo de TSMC con su litografía o las cositas que nos trae Microsoft entre otras muchas cosas interesantes... os recomendamos que no os lo perdáis! Para mas información: www.frikismopuro.com Link Amazon: https://amzn.to/35q5ixk Link de Patreon: https://www.patreon.com/FrikismoPuro Link de Telegram: https://t.me/FrikismoPuro_Comentarios

First episode in a new series where I go through some trending news stories in China and analyse their impact. This version is from last week, for the most recent episode head over to Buy Me a Coffee and become a member to get the episodes as soon as they come out!A discussion of trending China news articles published in w/c 14th April. We discuss how the tariff war between China and the US is spilling into different industries, and how some manufacturers are suffering unexpected consequences in trying to circumvent the US market.For the most up to date version, head over to the Buy me a coffee page and become a member today!https://buymeacoffee.com/sinobabblepod/membershipSupport the showSign up for Buzzsprout to launch your podcasting journey: https://www.buzzsprout.com/?referrer_id=162442Subscribe to the Sinobabble Newsletter: https://sinobabble.substack.com/Support Sinobabble on Buy me a Coffee: https://www.buymeacoffee.com/Sinobabblepod

Plus, how YouTube is the hope for Google, and maybe TSMC is the hope for Intel.Starring Tom Merritt, and Huyen Tue Dao, and Bodie Grimm.Show notes can be found here.

This episode dives into the massive $200 billion investment US companies are making to bring manufacturing back home. Key drivers include tariffs, government aid, and global supply chain issues. Highlighted initiatives include the CHIPS Act, investments by tech giants like TSMC, Intel, Samsung, notable EV factory expansions, and significant pharma developments. Challenges such as high taxpayer costs and labor shortages are also discussed. Ultimately, this shift signals a pivotal moment where policy intersects with production, leading to a revolutionary era in American manufacturing. Learn more about your ad choices. Visit megaphone.fm/adchoices

TSMC (TSM), also known as Taiwan Semiconductor Manufacturing Company, is the subject of this week's tech sector deep dive! George Tsilis examines the global foundry leader's business operations and describes how TSMC became the industry standard for semiconductor manufacturing. George looks at the headwinds facing TSMC, including ongoing uncertainty with U.S. and China trade relations.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Repasamos el mercado estadounidense poniendo el foco sobre el mercado de RV estadounidense, Colgate Palmolive, ABBVie, Alphabet, Intel, TSMC y Apple con Ricardo Tomás, asesor del fondo Multigestión Basalto USA de Inversis Gestión.

Repasamos el mercado estadounidense poniendo el foco sobre el mercado de RV estadounidense, Colgate Palmolive, ABBVie, Alphabet, Intel, TSMC y Apple con Ricardo Tomás, asesor del fondo Multigestión Basalto USA de Inversis Gestión.

Adobe released the latest versions of its Firefly AI models, TSMC unveils a new technology for creating faster AI chips, and Tesla has begun testing its Full Self-Driving ride-hailing service. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible.Continue reading "Adobe Released The Latest Versions Of Its Firefly AI models – DTH"

MIT President Emeritus Dr. Rafael Reif joins host Michael Marks for a discussion about the state of U.S. competitiveness in technology, university research funding, current immigration policy, and more. Reif explains why universities remain the innovation engines of economies, educating top talent and generating the foundational research that powers emerging tech and creates new industries. He candidly assesses U.S.-China competition, warns that Chinese research output is rapidly outpacing our own, and urges renewed federal investment. The discussion explores how restrictive immigration policies threaten the flow of global talent into the U.S and his own impression of current policies as an immigrant from Venezuela himself. As a TSMC board member, Reif also touches on the strategic need for domestic semiconductor fabs, Intel's path forward, and TSMC's edge in advancing cutting-edge nodes. Lastly, he addresses gaps in the venture capital funding space and why he created MIT's The Engine incubator model to fund “tough tech” startups, which helped launch breakthroughs like Commonwealth Fusion Systems.If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits.Connect with Rafael Reif on LinkedIn https://www.linkedin.com/in/l-rafael-rief-b8977b231Dive deeper into Reif's career, publications, and awards. Read his full biography https://reif.mit.edu/biography Read Rafael's recent op-ed about government R&D funding: https://www.bostonglobe.com/2025/02/17/opinion/science-technology-research-development/Read Rafael's speech about the role of universities in building a strong U.S. economy: https://reif.mit.edu/speeches-writing/strong-universities-make-strong-united-statesExplore how MIT's Engine incubator is fueling “tough tech” startups like fusion power. Learn about The Engine https://engine.xyz/Watch Commonwealth Fusion Systems' plan to deliver commercial fusion energy. Discover CFS https://cfs.energy/Understand the roadmap to a 400 MW fusion pilot plant. Read the MIT News report https://news.mit.edu/2024/commonwealth-fusion-systems-unveils-worlds-first-fusion-power-plant-1217

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

Al wekenlang jaagt de FBI op Tesla terroristen, mensen die Tesla's in de brand steken. Maar de échte terreur vindt plaats in de financiën van het bedrijf. Het eerste kwartaal was ronduit dramatisch. Topman Elon Musk geeft daarbij toe dat hij de reden is.Deze aflevering hebben we het over de onmogelijke positie van Tesla. Het blijft afhankelijk van een topman die toch bij blijft klussen voor de Amerikaanse president. Een president die tarieven oplegt waar Tesla dan weer enorme last van heeft.We kijken of Musk een list weet te verzinnen. Hoe (en vooral waar) kan hij meer Tesla's verkopen, met betere marges? Tesla drijft nu alleen nog maar op de verkoop van emissierechten...Verder hebben we het over héél veel kwartaalcijfers van eigen bodem. AkzoNobel, Randstad, Just Eat Takeaway en Besi komen voorbij. Vooral die laatste is interessant. Het aandeel stond even 11,5 procent in de plus, maar de koers stortte daarna als een kaartenhuis in elkaar. We onderzoeken waar de angst van beleggers vandaan komt. We vertellen je ook meer over boekhouding en personeelszaken. Saai? Nee! Het bedrijf dat zich daarmee bezighoudt is het meest waardevolle beursbedrijf van Europa. See omnystudio.com/listener for privacy information.

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

Подводим итоги недели в подкасте Telegram-канала ForGeeks. Расскажем, как обновилась Алиса и Яндекс Станции, зачем наушникам Baseus экран, почему Трамп побеждает в торговой войне и многое другое. Слушайте новый выпуск, читайте и подписывайтесь на ForGeeks в Telegram.​

Het is wachten op de kwartaalcijfers van grote namen. Onder meer van Unilever, Alphabet en SAP. Maar Jean-Paul van Oudheusden van eToro kijkt juist naar die van chipmachinemaker Besi. Hij betrapt de topman op het geven van een opmerkelijke hint. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen See omnystudio.com/listener for privacy information.

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del va y viene de los aranceles, de la respuesta de China, los comentarios de Jerome Powell, de los numeros de consumo y de la decision de Banco Central Europeo. Nos da los reportes de ingresos de los Bancos, JB Hunt, United Airlines, ASML, TSMC y DR Horton. Después habla de la demanda de Meta y de la venta de Intel. Finalmente nos da el crypto update donde habla del colapso de Mantra.   EMPRENDEDUROS VENTURES Para mas información sobre el fondo visita: https://www.emprendedurosventures.com/ ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

Live at 2pm PT, we're closing out the week with a high-impact episode of "Trading Week Wrap Up"—and it's been anything but quiet. We'll break down the major market-moving stories, key earnings from UnitedHealth, Netflix, TSMC, and more. Plus, we'll dive into the escalating feud between President Trump and Fed Chair Jerome Powell—and what it means for market stability going forward. I'll also walk you through the conclusion of several of my personal trades from this week.

In today's ABCD Roundup, we discuss the new chip export restrictions aimed at curbing China's AI progress. Further, we analyze Ethereum's scaling dilemma and how its Layer 2 roadmap could impact its core value and TSMC's Q1 2025 performance. We finish with a lightning round of rapid-fire questions. Don't miss it!   Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com     Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

New release time! We are releasing the Power Hours Friday mornings going forward.The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:51) Netflix Earnings Report Analysis(13:33) Impact of Tariffs on Big Tech(18:10) TSMC's Growth and Market Position(25:23) Boeing's Challenges and American Express Performance(33:27) Economic Implications and Investor Awareness(36:32) Tariffs and Market Reactions(40:03) Luxury Brands and Economic Resilience(44:24) Interactive Brokers: A Compounder in Focus(52:41) ASML's Strategic Buybacks and Future Growth(57:18) OpenAI's Social Network: A New Frontier?*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Flush de la semana con lo mejor en noticias de la semana Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialFecha Del Video[18-04-2025]#flush #nvidia #amd #intel #tsmc #gaming #thewitcher

TSMC unveils big expansion plans. What are the plans, Mike Broomhead breaks it down.

A.M. Edition for April 17. Chip giant TSMC beat quarterly earnings estimates today, posting a 60% jump in profits. But can the stars of the semiconductor industry sustain their momentum as Washington limits what can be exported to China and mulls new chip tariffs? UBS head of Taiwan research Randy Abrams weighs in. Plus, Japan and Italy try to find common ground with the White House on trade. And WSJ markets reporter Chelsey Dulaney explains why the dollar's recent slide is becoming the rest of the world's problem. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Taiwan's TSMC says it hasn't seen a change in customer behavior from U.S. tariffs so far. And Netflix posts higher revenue from ads and subscriptions, thanks in part to higher prices. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, Japan and Italy try to find common ground with the White House on trade. And Trump officials have requested that the IRS start the process of revoking Harvard's tax-exempt status. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alex Coffey breaks down the market's reaction to Fed Chair Jerome Powell's commentary. He points to the lack of movement in the bond market that suggests a possible overreaction to the Fed's inflation concerns. On the earnings front, Alex examines TSMC (TSM) after a strong report and discusses the company's key role in the global semiconductor supply chain.======== 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

Send us a textNvidia's strategic move to manufacture AI chips on American soil marks a watershed moment for domestic tech production. Starting later this year through partnerships with TSMC in Arizona and Intel's foundries, this initiative responds to surging AI demand while creating valuable jobs for middle-class Americans. The first batch of US-produced chips will arrive in Q4 2025, strengthening America's technological infrastructure at a critical time.Meanwhile, the US-China trade relationship has deteriorated beyond simple tariffs, now impacting semiconductors, pharmaceuticals, and aviation sectors. Recent US export restrictions on AI chips to China have hit Nvidia hard with a $5.5 billion write-down and 6% stock decline. China's retaliatory measures include halting Boeing deliveries and suspending mail services, reflecting growing economic nationalism. These tensions have sent gold soaring past $3,300 per ounce while Wall Street futures slide – clear signals of market uncertainty.For homeowners and potential buyers, there's cautious optimism as mortgage rates remain under 7% for the twelfth consecutive week. The 30-year fixed refinance rate sits at 6.86%, with applications increasing for both new mortgages and refinancing. However, real estate performance varies dramatically by location and price point – some Florida markets thrive while others struggle, making this very much a market-by-market situation. Despite these variations, stabilizing rates represent positive movement for American families and businesses navigating today's complex economic landscape.Looking to see real estate wealth-building strategies in action? Join us April 23rd in Tampa for an exclusive investment event featuring networking, strategy sessions, and an on-site property walkthrough. Reserve your spot at WealthyAFai.com/events.Support the showIntroducing the 60-Day Deal Finder!Visit: www.wealthyAF.aiUse the Coupon Code: WEALTHYAF for 20% off!

00:00 Intro01:25 Trump Reacts to China's Xi's Meeting with Vietnam02:29 China's Commerce Minister: Trump Tariff 'A Joke'02:48 China Slams Treasury Sec. Meeting with Argentina03:22 US Chipmaker to Produce Chips at TSMC's Arizona Plant05:14 China, Malaysia Hold Talks to Boost Trade Ties06:28 UK Government Takes Control of British Steel from Chinese Firm11:04 Japan's Tariff Negotiator to Leave for Washington11:34 South Korea Trying to Delay Reciprocal Tariffs11:59 US Holds Military Drills with South Korea12:16Taiwan: Cambodia Deported Taiwanese People to China13:39 Investment Firm Cites Moral Obligation to Divest from China

"Good news doesn't matter" while "bad news is terrible news" for A.I. investors, according to Doug Clinton. Export restrictions on Nvidia (NVDA) and AMD Inc. (AMD) pinned pressure on the A.I. trade today, but Doug points to TSMC's (TSM) "monopoly" at a forward P/E of 16x as a viable investment ahead. Cory Johnson notes Nvidia's Blackwell production beginning at TSMC's Arizona plant this week as a sing of tech positivity. However, he points to DeepSeek as an example of what can happen if China gets greater access to these chips.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TSMC (TSM) reports earnings before Thursday's opening bell. The chipmaker faces pressure on tariffs and export restrictions, paired with ASML Holding's (ASML) earnings miss that showed pessimism in A.I. outlook. Caroline Woods offers a wide perspective around TSMC heading into the report. Prosper Trading Academy's Scott Bauer believes TSMC can hit $200 easily if it weren't for the tariff environment. He offers an example options trade for the chipmaker. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Host Jack Russo welcomes Jack Balletto and John Ferraro to discuss Nvidia's potential leap into quantum computing. The trio explores the parallels between the early semiconductor boom and today's quantum wave, speculating on whether Nvidia will acquire startups or talent to stay ahead. They highlight the complementary nature of quantum and conventional computing, the strategic importance of patents, and the evolving tech ecosystem. With nods to IBM's missed opportunities and the massive role of chipmakers like TSMC, this episode captures a pivotal moment as Silicon Valley eyes the quantum frontier.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️