Semiconductor foundry company headquartered in Taiwan
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News and Updates: Microsoft's Windows chief Pavan Davuluri says the next version of Windows—possibly Windows 12—will be an “ambient, multi-modal” OS powered by AI. Voice will become a primary input alongside keyboard and mouse, with context-aware features that understand what's on your screen. Microsoft calls it an “agentic AI” future, blending local and cloud compute, though privacy concerns loom. Excel is testing a new =COPILOT() AI function that lets users type natural language prompts instead of formulas. Microsoft warns not to use it for any task requiring accuracy—like math, finance, or compliance—since results may be wrong. Critics say this undermines Excel's core purpose and could erode real spreadsheet skills. President Trump announced that Intel has agreed to give the US government a 10% stake—worth about $10B—through a mix of CHIPS Act funds and direct investment. The deal aims to secure domestic chipmaking but gives the US no board influence. Democrats are questioning legality, while Trump floated possible 300% tariffs on foreign semiconductors to further boost Intel against TSMC and Samsung.
US equity markets declined on Friday (29 August), with declines for artificial intelligence (AI) related stocks weighing particularly heavily on the benchmark indices as investors also parsed the latest inflation figures - Dow eased -92-points or +0.20% after booking Caterpillar Inc (down -3.65%) was the worst performer in the 30-stock index a day after the maker of big farm and construction equipment warned tariffs would negatively impact its full year result by a greater amount (US$1.5B to US$1.8B) than previously forecast earlier this month when releasing its second quarter result (US$1.3B to US$1.5B). Nvidia Corp fell -3.32%, with The Wall Street Journal reporting that Alibaba Group Holdings has developed a new chip that it's now testing and that could be a domestic replacement for Nvidia's H20. Unlike a previous AI processor that relied on Taiwan Semiconductor Manufacturing Co. for fabrication, Alibaba's new chip is being manufactured directly in China, according to the report. The U.S. government has restricted TSMC from shipping advanced AI chips to Chinese customers. American Express Co (+1.31%) and JPMorgan Chase & Co (up +0.12%) touched record all-time highs.
TSMC, Tencent, SK Hynix, Alibaba, indische Banken und in Südamerika Mercado LibreMit dem starken Euro jetzt auf Shopping-Tour in den Emerging Markets zu gehen hält @Bruno_Varnier, Gründer von Gemway Assets derzeit für eine sehr attraktive Investmentstrategie. Interessant seien vor allem die großen Schwellenländer Indien und China, da die bevölkerungsstarken Staaten viele einheimische Investoren haben, die immer kaufkräftiger werden. Zu den Aktien, die er derzeit favorisiert zählen TSMC, Tencent, SK Hynix, Alibaba, indische Banken und in Südamerika Mercado Libre.Weitere EM-Aktien-Ideen in der aktuellen Podcastfolge der Geldmeisterin.Viel Hörvergnügen wünscht Julia KistnerMusik- & Soundrechte: https://www.geldmeisterin.com/index.php/musik-und-soundrechte/Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung.#Investment #Geldanlage #Podcast #Vermögen #Schwellenländer #Emerging Markets #Indien #China #Griechenland #Aktien #Euro #Währung #Dollar #veranlagenFoto: JK
Alessandro Aresu"Partner o rivali?"Festival Filosofiawww.festivalfilosofia.itFestival Filosofia, ModenaAlessandro AresuPartner o rivali?Per una geopolitica della ricerca applicataVenerdì 19 settembre 2025, ore 18:00In che modo la competizione globale ridefinisce la ricerca applicata e la collaborazione accademica? Questa lezione analizza le dinamiche geopolitiche che influenzano lo sviluppo delle tecnologie digitali e dell'intelligenza artificiale, mettendo a fuoco la crescente rivalità tra Stati Uniti e Cina e le sue ricadute sui sistemi della conoscenza. Alessandro Aresu"La Cina ha vinto"Feltrinelli Editorewww.feltrinellieditore.itL'Occidente è ossessionato dalla Cina, spesso però la osserva con miopia o secondo schemi interpretativi inadeguati. Alessandro Aresu – una delle voci più lucide del dibattito geopolitico italiano – rilegge la sfida cinese non come uno scontro ideologico tra democrazia e autoritarismo, ma come un conflitto sistemico tra modelli di potenza. "La Cina ha vinto" non è un'affermazione retorica, è una provocazione metodica: per capire dove stiamo andando bisogna decifrare il pensiero strategico cinese, le sue origini storiche, le sue logiche industriali, i suoi strumenti di influenza globale, le sue contraddizioni. Alessandro Aresu ci indica le traiettorie della tecnopolitica di Pechino, raccontando con chiarezza le trasformazioni dei rapporti tra Partito, capitale, sapere tecnico e ambizioni globali. Dalle radici confuciane all'intelligenza artificiale, dall'enorme vantaggio sul talento alla superiorità produttiva, Aresu ci restituisce un quadro che va oltre la narrazione dominante sull'“impero del controllo”. È la storia di un potere politico curioso del suo avversario e consapevole della propria forza. In queste pagine il lettore è chiamato a riflettere su quale mondo ci stiamo preparando ad abitare: uno in cui la vittoria o la sconfitta dell'Occidente non dipenderanno solo dalla Cina, ma anche dalla nostra capacità di capirla, senza illusioni e senza ipocrisie.Alessandro Aresu è analista geopolitico, consulente istituzionale ed esperto di politiche pubbliche, con una competenza specifica nei rapporti tra economia, tecnologia e potere globale. Ha lavorato per la Presidenza del Consiglio dei Ministri, il Ministero dell'Economia e delle Finanze, il Ministero degli Affari Esteri, il Ministero dell'Università e della Ricerca, la Cassa Depositi e Prestiti e l'Agenzia Spaziale Italiana. È stato consigliere del Presidente del Consiglio Mario Draghi tra il 2021 e il 2022. Scrive per “Limes – Rivista italiana di geopolitica”, di cui è consigliere scientifico, e collabora con testate italiane e internazionali come “Le Grand Continent”, “Aspenia”, “Gnosis”, “Il Foglio”, “Il Fatto Quotidiano”, “Il Giornale” e “L'Unione Sarda”. Nei suoi studi ha esplorato l'evoluzione del capitalismo politico e le trasformazioni della competizione globale, con un'attenzione particolare al ruolo delle tecnologie emergenti, alla governance delle filiere strategiche (cavi sottomarini, semiconduttori) e al confronto tra Stati Uniti e Cina. Ha introdotto nel dibattito italiano aziende chiave come BYD, NVIDIA e TSMC, con l'obiettivo di favorire una cultura della sovranità tecnologica e industriale. Il suo approccio, interdisciplinare e divulgativo, combina analisi sistemica e cultura strategica. Tra i suoi libri: L'interesse nazionale. La bussola dell'Italia (Bologna 2018, con Luca Gori); Le potenze del capitalismo politico. Stati Uniti e Cina (Milano 2020); Il dominio del XXI secolo. Cina, Stati Uniti e la guerra invisibile sulla tecnologia (Milano 2022); Geopolitica dell'intelligenza artificiale (Milano 2024, tra i finalisti al Premio Strega Saggistica 2025).IL POSTO DELLE PAROLEascoltare fa pensarewww.ilpostodelleparole.itDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.
Nvidia smashes earnings with US$26 billion in revenue, but markets still sell the stock — what does that tell us about investor nerves around AI? Hosted by Michelle Martin, this episode dives into Washington’s extraordinary 10% equity stake in Intel, what it signals for the future of strategic industries, and how subsidies and politics are reshaping valuations. We also explore the global chip war — from U.S. subsidies to China’s AI push and Japan’s resurgence — and what it means for investors in Nvidia, AMD, Intel, and TSMC. Then, we turn to consumer psychology, as Pop Mart’s Labubu blind box mania grips China even amid regulatory warnings. Are blind boxes a fad, a bubble, or a deep cultural trend? Guest Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, joins with sharp insights for investors navigating tech, politics, and pop culture. See omnystudio.com/listener for privacy information.
00:00: ☀️ Bom dia Tech!00:22:
Plus: Three people have been indicted in a case about stolen TSMC chip secrets. And Amazon plans to extend new employment offers to Whole Foods' U.S. corporate employees. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
ถ้าผมถามว่า ศูนย์กลางของโลกเทคโนโลยีที่สำคัญที่สุดในปัจจุบันอยู่ที่ไหน หลายคนคงนึกถึง Silicon Valley ที่สหรัฐอเมริกา บางคนอาจจะนึกถึงเมือง Hsinchu ที่ไต้หวัน ซึ่งเป็นที่ตั้งของ TSMC หรืออาจจะเป็นเกาหลีใต้ ที่มี Samsung เป็นเจ้าแห่งนวัตกรรม แต่ถ้าผมจะบอกว่า สถานที่ที่อาจจะสำคัญที่สุด ที่เป็นคนกำหนดทิศทางของชิปแทบทุกตัวบนโลกใบนี้ กลับไม่ได้อยู่ในประเทศมหาอำนาจเหล่านี้เลยล่ะครับ แต่มันซ่อนตัวอยู่ในเมืองเล็กๆ ที่ชื่อว่า Leuven ในประเทศเบลเยียม เมืองที่คุณอาจจะไม่เคยได้ยินชื่อมาก่อนด้วยซ้ำ และในเมืองนี้ มีองค์กรหนึ่งที่ชื่อว่า imec ซึ่งเป็นหัวใจสำคัญที่ทำให้อุตสาหกรรมเซมิคอนดักเตอร์มูลค่าหลายล้านล้านบาทขับเคลื่อนไปข้างหน้าได้ วันนี้ ผมจะพาทุกคนไปรู้จักเรื่องราวของ imec องค์กรไม่แสวงหาผลกำไร ที่เริ่มต้นจากเงินทุนของรัฐบาลประเทศเล็กๆ แต่กลับกลายมาเป็นเหมือนศูนย์กลางของวงการชิป ที่แม้แต่คู่แข่งตัวฉกาจอย่าง Intel, Samsung, และ TSMC ยังต้องเดินทางมาจับมือกันเพื่อสร้างอนาคต เรื่องราวของพวกเขาเป็นอย่างไร และทำไมองค์กรนี้ถึงสำคัญกับชีวิตของเราทุกคน… เรื่องนี้มันน่าสนใจมากครับ เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #imec #เซมิคอนดักเตอร์ #ชิป #เทคโนโลยี #นวัตกรรม #EUV #HighNA #MooresLaw #Chiplet #ASML #TSMC #Intel #เบลเยียม #อุตสาหกรรมชิป #สาระน่ารู้ #ความรู้รอบตัว #เทคโนโลยีเปลี่ยนโลก #วิศวกรรม #วิทยาศาสตร์ #geekstory #geekforeverpodcast
De komende zeven jaar zijn cruciaal voor het behoud van de concurrentiepositie van Nederland. Daarvoor waarschuwt Invest-NL. Want waar gaat ons land in de toekomst zijn geld mee verdienen? En de nationale financierings- en ontwikkelingsinstelling moet per 1 januari 2028 zijn samengegaan met internationale tegenhanger Invest International. Rinke Zonneveld, topman van Invest-NL is te gast in BNR Zakendoen. Macro met Mujagić Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Beleggerspanel Vijf jaar na de beursgang staat JDE Peet’s nog altijd onder de introductiekoers. Is de beursgang simpelweg mislukt? En: Intel bungelt achter NVIDIA en TSMC in de huidige techrally. Waar kan het bedrijf nog terrein winnen om marktaandeel terug te veroveren? Dat en meer bespreken we om 11.30 in het Beleggerspanel met: Lodewijk van der Kroft, Partner bij beleggingsonderneming Comgest en Jos Versteeg van InsingerGilissen. Luister I Beleggerspanel Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.
Vijf jaar na de beursgang staat JDE Peet’s nog altijd onder de introductiekoers. Is de beursgang simpelweg mislukt? En: Intel bungelt achter NVIDIA en TSMC in de huidige techrally. Waar kan het bedrijf nog terrein winnen om marktaandeel terug te veroveren? Dat en meer bespreken we in het Beleggerspanel van BNR Zakendoen Panelleden Presentator Thomas van Zijl gaat in gesprek met het Beleggerspanel, dat deze keer bestaat uit: - Lodewijk van der Kroft, Partner bij beleggingsonderneming Comgest - Jos Versteeg van InsingerGilissen. Abonneer je op de podcast Ga naar de pagina van het Beleggerspanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke dinsdag live om 11:30 uur in BNR Zakendoen.See omnystudio.com/listener for privacy information.
Vijf jaar na de beursgang staat JDE Peet's nog altijd onder de introductiekoers. Is de beursgang simpelweg mislukt? En: Intel bungelt achter NVIDIA en TSMC in de huidige techrally. Waar kan het bedrijf nog terrein winnen om marktaandeel terug te veroveren?
This is a preview — for the full episode, subscribe: https://newmodels.io https://patreon.com/newmodels https://newmodels.substack.com Theorists Marek Poliks & Roberto Alonso Trillo (co-hosts of the Dis.integrator pod) come on New Models to talk us through their highly anticipated new book, Exocapitalism: Economies with Absolutely No Limits, which is out this month from Becoming Press. Through their radical rethinking of capitalism — its indifference to human scale, its endless appetite for complexity, its rapacious transformation of everything into betting surfaces — Marek and Roberto relieve us of old Leftist frameworks, supplying a decoder ring for the growing incoherence of everyday contemporary life. Exocapitalism: Economies With Absolutely No Limits (Becoming Press, 2025) https://becoming.press/exocapitalism-economies-with-absolutely-no-limits-(2025)-by-marek-poliks-roberto-alonso-trillo Authors: Marek Poliks & Roberto Alonso Trillo https://www.marekpoliks.com/ https://robertoalonsotrillo.com/ https://open.spotify.com/show/4AcGAXHIdRu1toaZYnK3kB Foreward: Charles Mudede Afterward: Alex Quicho Art & Design: Palais Sinclaire Illustrations: Avocado Ibuprofen Names cited: AMD, Amazon/AWS, Amanda Askell, American Express, BlackRock, Bogna Konior, Charles Mudede, ChatGPT, Citadel, Cortical Labs, Daniel Felstead & Jenn Leung, David Graeber, DraftKings, Dunkin', SNAP (US food stamps), Elena Esposito, Gilles Deleuze & Felix Guattari, GUS (Global University Systems), Helen Hester & Nick Srnicek, Hilton Worldwide, Jürgen Habermas, K Allado-McDowell, Karl Marx, Kraft Singles, Luciana Parisi, Luigi Mangione, Nick Land, Nvidia, OpenAI, Ray Brassier, René Benko, Robinhood, Salesforce, Silvia Federici, SpaceX, Starbucks, TSMC
Intel, antaño líder indiscutible en el diseño y fabricación de semiconductores, ha perdido su posición predominante frente a competidores como Nvidia y TSMC. Durante décadas, Intel fue sinónimo de innovación en procesadores para ordenadores personales. Todos recordamos su línea de producto Pentium, el célebre eslogan “Intel Inside” y el no menos célebre Intel Bong que sonaba en los anuncios. La empresa fue fundada en 1968 por tres pioneros de los semiconductores: Robert Noyce, Andrew Grove y Gordon Moore, que formuló la ley que lleva su nombre. Durante años Intel dominó el mercado. A principios de siglo tenían una cuota de mercado del 90% en servidores y más del 80% en procesadores. Pero una serie de errores estratégicos en cadena la han llevado a perder terreno en sectores como los smartphones y la inteligencia artificial. Ha sido la irrupción de la IA la que ha transformado la industria de los semiconductores y eso ha beneficiado especialmente a Nvidia. Esta empresa, antes centrada en tarjetas gráficas para videojuegos, capitalizó la demanda de circuitos especializados para IA. Entretanto Intel ha visto como se desplomaba su su facturación y el año pasado entraron en pérdidas. A la división de fabricación no le ha ido mejor. Los taiwaneses de TSMC le han arrebatado el liderazgo y hoy esa empresa vale diez veces más que Intel. Tras la pandemia hubo escasez de chips, eso hizo subir los precios y puso a este negocio en la mira de todo el mundo. Pero Intel no supo adaptarse a las nuevas dinámicas del mercado. Su incapacidad para competir en el diseño de chips para IA la dejó rezagada. Se echó entonces en manos del Gobierno. En 2022 se acogió a la ley de chips aprobada por Joe Biden con la intención de construir nuevas plantas de fabricación y ampliar las existentes. Ahí los problemas se acumularon. La ley se fue implementando de forma muy lenta y la caída en la demanda de sus chips complicaron su situación. Con Trump las cosas han ido a peor. Tras criticar el modo en el que se había gestionado la ley de chips, el presidente exigió la dimisión del nuevo CEO de Intel, Lip Bu Tan por supuestos vínculos con China. Tan, nacido en Malasia pero ciudadano estadounidense, ha tenido que negociar con el Gobierno y ha cerrado una tregua, pero a cambio de convertir 9.000 millones de dólares en subvenciones no entregadas en una participación del 10% de Intel para el Estado federal. Junto a eso la japonesa SoftBank ha inyectado 2.000 millones de dólares en la empresa tras acordarlo con la Casa Blanca. Estas dos maniobras han permitido estabilizar la situación financiera de Intel, al menos temporalmente. No obstante, los problemas persisten. Intel sigue teniendo dificultades para competir con TSMC en fabricación y con Nvidia en diseño. La empresa ha despedido ya al 15% de su plantilla y ha cancelado proyectos como una fábrica en Alemania. Para sobrevivir, necesita nuevos clientes y productos innovadores, pero cambiar de proveedor en un sector tan especializado es complejo. La intervención del Gobierno más que una solución podría terminar siendo un problema. Con políticos de por medio se frenará la innovación ya que los nuevos dueños darán prioridad a las cuestiones políticas sobre las del mercado. Intel, ahora con el Gobierno como accionista de referencia, debe encontrar un plan creíble para recuperar su relevancia en un sector donde la competencia es feroz y los errores se pagan muy caros. En La ContraRéplica: 0:00 Introducción 3:58 Intel a la deriva 32:56 Artistas y política 38:47 ¿Por qué crece el cristianismo? 43:43 Mercado de capitales europeo · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #intel #semiconductores Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
Witamy w 366 odcinku Shufflecast! Wszystko wskazuje na to, że piekło zamarznie, a Nintendo zapewni pełne wsparcie dla języka Polskiego. Najpierw w systemie, a następnie w swoich grach. Poza tym Apple planuje zmienić cykl wydawniczy swoich iPhone począwszy od serii 18. To i wiele więcej w kolejnym, przydługim wstępniaku. Natomiast temat odcinka może być tylko jeden - nowości Google w tym Pixel 10. Zapraszamy! 00:53 - Wstępniak: Nintendo po Polsku, iPhone 18 i daty premiery, Akcja serwisowa Pixeli 6a i 7a, Google Maps na Garmina, zwiastuny: Fallout S2, 1670 S2, Niebieskooki Samuraj S2 22:48 - nowości Google - Google Pixel 10, Google Pixel 10 Pro Fold, Pixel 10 Pro, Pixel Buds 2a, Pixel Watch 4 Zachęcamy do obserwowania podcastu na Twitterze oraz Facebooku. A także naszych prywatnych profili: Sławek & Damian.
Google stellte das Pixel 10 und 10 Pro (XL) vor, und auch wenn das meiste schon durch Leaks bekannt war, sind doch einige nette Sachen dabei: Zuerst ja, der neue SoC, Tensor G5, ist tatsächlich bei TSMC anstatt bei Samsung gefertigt, was Google auch besonders hervorhob. Wie erwartet führt das wohl auch zu einem ganz ordentlichen Performance-Sprung von laut Google etwa 34 Prozent, wobei die Kerne zum Teil weiterhin aus der alten Generation stammen. Damit können sie auch nicht an die Spitze aufschließen, dort sitzt derzeit unangefochten Qualcomm mit den eigenen Oryon-2-Kernen im Snapdragon 8 Elite. Das größte Upgrade für das normale Pixel 10 dürfte die dritte Kamera mit Telelinse sein, was bisher nur dem Pro vorbehalten war. Die gesamte Reihe hingegen bekommt Unterstützung für den kabellosen Ladestandard Qi 2.2 mit ins Gerät integrierten Magneten. Insgesamt vielversprechend auch ohne Spitzenperformance, aber wir (bzw. Mike) werden doch auf das Pixel 11 warten, der Tensor G6 soll deutlich größere Fortschritte bringen. Viel Spaß mit Folge 270! Sprecher:innen: Meep, Michael Kister, Mohammed Ali DadAudioproduktion: Michael KisterVideoproduktion: Mohammed Ali Dad, Michael KisterTitelbild: Mohammed Ali DadBildquellen: GoogleAufnahmedatum: 22.08.2025 Besucht unsim Discord https://discord.gg/SneNarVCBMauf Bluesky https://bsky.app/profile/technikquatsch.deauf TikTok https://www.tiktok.com/@technikquatschauf Youtube https://www.youtube.com/@technikquatschauf Instagram https://www.instagram.com/technikquatschauf Twitch https://www.twitch.tv/technikquatsch RSS-Feed https://technikquatsch.de/feed/podcast/Spotify https://open.spotify.com/show/62ZVb7ZvmdtXqqNmnZLF5uApple Podcasts https://podcasts.apple.com/de/podcast/technikquatsch/id1510030975 00:00:00 Herzlich willkommen zu Technikquatsch Folge 270! 00:03:11 Google Pixel 6a zum Akkutausch gegebenhttps://www.comspot.de/service/reparatur.html 00:09:11 Tablet-Basteleien und neue (gebrauchte) In-Ear-Kopfhörer Technics EAH-AZ80 00:21:50 Google Pixel 10, Pixel 10 Pro (XL) vorgestellt; Pixel 10 jetzt auch mit Telelinsehttps://www.computerbase.de/news/smartphones/google-smartphones-pixel-10-pro-erhaelt-pixelsnap-tensor-g5-und-kamera-updates.93799/ 00:28:35 Pixelsnap: Magnete für kabelloses Laden mit Qi 2.2 integriert 00:32:31 Einschub: Google Smartphones mit geringem Marktanteil, etwa 2,92% in Deutschland, weltweit 1,91%https://gs.statcounter.com/vendor-market-share/mobile/germany 00:38:27 zuück: Tensor G5 jetzt bei TSMC statt Samsung, CPU-Leistung steigt um 34% laut Google, weiterhin ältere Kernehttps://www.computerbase.de/news/prozessoren/tensor-g5-google-setzt-auf-non-rt-gpu-von-imagination-technologies.93956/ 00:43:09 Preise gleich geblieben zum Vorgänger: Pixel 10 startet ab 899€, Pixel 10 Pro ab 1099€ (mit jeweils 128GB); Pixel 10 Pro XL ab 1299€ mit 256GB 00:47:29 Pixel Buds 2a und Pixel Watch 4https://www.computerbase.de/news/wearables/smartwatch-und-kopfhoerer-google-pixel-watch-4-und-pixel-buds-2a-erlauben-akkutausch.93918/ 00:50:24 unser Fazit: auf Tests warten, sicher eine gute Wahl, aber ohne Druck besser auf Rabatte warten. 00:53:34 Nachklapp: Funktion "Akku teilen" wurde entfernthttps://www.heise.de/news/Pixel-10-Google-streicht-Akku-teilen-Funktion-zugunsten-von-Qi2-Magneten-10580443.html 00:55:05 Studie: Gamer sind demokratischer eingestellt als der deutsche Durchschnitt und politisch aktivhttps://www1.wdr.de/nachrichten/studie-bertelsmann-stiftung-gaming-100.html 01:04:30 Gamescom ONL: etwas öde, aber zumindest Warhammer 40K: Dawn of War 4 von KingArt aus Bremenhttps://www.computerbase.de/news/gaming/warhammer-40k-dawn-of-war-4-klassisches-rts-ist-das-was-fans-sich-gewuenscht-haben.93966/ 01:09:38 Die USA erwerben 10% Anteil an Intel.https://www.reuters.com/business/trump-says-intel-has-agreed-deal-us-take-10-equity-stake-2025-08-22/ 01:14:32 neue Xbox-UI auf ROG Xbox Ally und Gerüchte zu Valve "Fremont"https://w...
In this episode, Clay unpacks the extraordinary rise of ASML — a little-known Dutch company that quietly became the most important player in global technology. Since its IPO in 1995, ASML has compounded at 20% annually. ASML holds one of the most powerful monopolies on earth as it's the sole manufacturer of EUV lithography machines, which make the world's most advanced semiconductor chips. Without ASML, companies like Apple, NVIDIA, and TSMC couldn't power iPhones, AI data centers, or the modern digital economy. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:56 - How ASML grew from a Philips spinoff into Europe's most important tech company. 13:31 - How ASML's partnership with TSMC shaped the global semiconductor industry. 32:16 - Why ASML holds a near-monopoly on EUV lithography machines. 41:01 - Why the geopolitical tension between the US and China place ASML at the center of technology power struggles. 53:30 - How investors can view ASML's growth, risks, and future opportunities. 01:00:23 - What makes ASML's moat nearly impossible for competitors to replicate. 01:05:08 - The dual leadership that propelled ASML's rise and built a culture of relentless focus. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Marc Hijink's book: Focus: The ASML Way. Related Episode TIP727: 7 Powers by Hamilton Helmer. Related Episode TIVP024: TSMC: The Most Important Business in the World?. Follow Clay on X and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining HardBlock AnchorWatch Human Rights Foundation Cape Unchained Vanta Shopify Onramp Abundant Mines HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
＜ヘッドライン＞米ロ首脳によるウクライナ停戦協議、 トランプ大統領がプーチン大統領を厚遇したものの成果示せず プーチン大統領が譲歩せず主導権握る危うい構図浮き彫り ルッテNATO事務総長「ウクライナの『安全の保証』を確保する枠組みに30カ国程度が参加を調整しており日本や豪州も含む」／王毅・中国外相、ニューデリーでモディ・インド首相と会談 中国外務省「両国の対立の原因だった国境問題を適切に管理し両国の協力を拡大させる方針で一致」／石破総理大臣、モディ首相と来週総理官邸で会談 経済安全保障上、重要な物資の調達に向けた協力の枠組み構築で合意へ 半導体・鉱物資源・AIなど重点分野に指定、10年間の行動計画に基づき企業の協業を後押し 中国に依存しない強固なサプライチェーン構築目指す／７月に日本から米国に輸出された自動車の平均単価、341万円と前月比約3万円上昇し6カ月ぶりにプラスに転じる 日本側で負担してきたトランプ関税のコストの一部を現地での販売価格に転嫁／中国7月16〜24歳失業率、17.8%と前月比3.3ポイント上昇 現役学生を統計の調査対象から外した2023年12月以降2番目に高い水準 前年同月比も0.7ポイント上昇、景気低迷で若年層の雇用環境の厳しさ増す／ラトニック米商務長官「半導体大手インテルへ補助金を支給する見返りにインテルの株式を要求する」「単に補助金を支給するだけでなく米国の納税者が経済的な恩恵を受けるべきだ」 ロイター通信「米政府が台湾TSMCなどの株式取得も検討」／米7月29〜30日FOMC議事要旨「何人かの参加者が、関税政策が物価に与える影響を見極める前に利下げを始める考えを示していた」 FRB、この会合では政策金利据え置き／金融庁、今月中にも国内フィンテック関連スタートアップ「JPYC」を資金移動業に登録 円建てステーブルコインの発行を国内で初めて認める 世界市場規模は2500億ドル超、国内でも普及目指す／日本に住む外国人による母国への仕送りが増加 今年上半期の送金額、5068億円と前年同期比38%増加し半期ベースで過去最高更新 外国人の就労拡大に伴い今後さらに拡大する見通し、透明性・安全性の確保が課題／EV向け電池の世界生産能力、需要の3.4倍に膨らむ EV市場の減速で供給過剰 国内に一定の需要ある中国は増産、日本・韓国の大手電池メーカーは投資計画縮小／米グーグル、自社開発の新型スマートフォン「Pixel10」を今月中に発売 高性能半導体搭載、AIが音声通話をリアルタイムで日本語・英語間で同時通訳 ＜ポイント＞ （１） 焦るトランプ＆ぶれないプーチン〜遠いウクライナ和平（２） 今週のマーケット（３） インドに急接近する中国 ＜ここ／これを見てきた＞あれ､伊藤さん､その傷は
Tesla heeft er weer een groot probleem bij. Dit keer is het niet een bijbaan (of ruzie) van de topman, maar de chaos achter de schermen bij de autobouwer. Volgens de toezichthouder houdt Tesla maandenlang informatie over crashes achter de hand.Dat mag niet en daarom wordt Tesla nu onderzocht. Deze aflevering hoor je wat dat betekent voor het aandeel. Kan dat zo'n nieuwe klap aan? En hoe kan topman Elon Musk dit nieuwe probleem zo snel mogelijk oplossen?Over Musk gesproken. Hij wilde samen met Mark Zuckerberg OpenAI kopen. Dat plan mislukte, maar de details liggen nu door een rechtszaak op straat. Hebben we het ook over een andere deal. Zuckerberg had namelijk wél zin om miljarden uit te geven aan Google. Wat hij voor dat geld terugkrijgt (en welk bedrijf nu het meest aan die deal heeft) hoor je in deze aflevering.Wat we verder bespreken: De langverwachte speech van Fed-baas Jerome Powell op Jackson Hole De topman van Nvidia geeft koopadvies. Koop aandelen TSMC Ondertussen zijn er problemen voor Nvidia in China AkzoNobel heeft weer een activist aan boord: worden ze weer overnameprooi? En over Nederlandse aandelen gesproken: start Aegon een vertrekgolf onder AEX-bedrijven? See omnystudio.com/listener for privacy information.
What is going on at Meta AI story number 77. A deeper look at that new chip that Google unveiled with the Pixel phones yesterday and what that could suggest for Google's hardware strategy. And an interesting startup that is making AI smartglasses happen now. Links: Meta Freezes AI Hiring After Blockbuster Spending Spree (WSJ) Suddenly, Silicon Valley Is Lowering AI Expectations (NYMag) Google did more than just switch to TSMC for Tensor G5 — This is what's new (9to5Google) DeepSeek Touts Model That Outdoes Flagship in Agentic AI Step (Bloomberg) Sony is raising PS5 prices, starting tomorrow (The Verge) Harvard dropouts to launch ‘always on' AI smart glasses that listen and record every conversation (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[21-08-2025]#flush #donaldtrump #intel #segate#asus #asusrog #5090 #rtx5090
張炤和 黃世聰 張禹宣 呂國禎
Het is de dag dat verzekeraar ASR nog met kwartaalcijfers komt. Als een van de laatste Nederlandse beursbedrijven. De cijfers zien goed, maar de populariteit van ASR.... niet echt. Concurrenten als Aegon en NN Group behoren tot de 25 populairste aandelen onder Nederlandse beleggers, maar ASR hoort er niet bij. We zoeken deze aflevering uit waarom ASR in populariteit ver achter ligt op de concurrentie. Ook hoor je of de verzekeringssector nog een goede is om in te beleggen.Beleggen doet de Trump regering ook. Het wil niet alleen een tiende van de aandelen van Intel hebben, het wil nu (volgens persbureau Reuters) óók aandelen opkopen van Samsung en TSMC.En over kopen en Trump gesproken: hij blijkt voor meer dan 100 miljoen dollar aan obligaties gekocht te hebben. Waaronder schuldpapier van Meta. Waarmee hij dus een schuldeiser is van Mark Zuckerberg. Verder hebben we het over de onderhandelingen tussen China en de VS. De gesprekken gaan goed, zegt minister Scott Bessent. Minder goed gaat het bij Palantir. Het aandeel gaat voor de vijfde dag op rij onderuit. In korte tijd is er al 20 procent van het aandeel af.Wat je ook in deze aflevering hoort: Guess what? Guess wordt van de beurs gehaald Beleggers niet blij met de cijfers van Target Pizza Hut aapt de McDonalds na De Spac maakt zijn comeback Elon Musk zet zijn politieke ambities in de ijskast See omnystudio.com/listener for privacy information.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Börsen-Non-Event Alaska, eine hoffnungsvolle Softwarestudie mit 6 Top Picks und einen neuen Chart of Doom. Außerdem geht es um CoreWeave, Salesforce, Siemens Energy, Cisco Systems, Palo Alto Networks, ProSiebenSat.1, Novo Nordisk, AstraZeneca, AbbVie, Siemens Healthineers, Sonova, Medtronic, Haleon, iShares Aging Population ETF (WKN: A2ANH1), Boston Scientific, Glaukos, Exelixis, Sarepta, Swisscanto Healthy Longevity Fund (WKN: A40L0T), Eli Lilly, Abbott, UnitedHealth, Microsoft, Amazon, Nvidia, Meta, Netflix, Coreweave, Oracle, Carvana, TSMC, Roblox, Crowdstrike, Opendoor Technologies, Alibaba, PDD, Petroleo Brasileiro, Teva Pharmaceutical, Robinhood, Northrop Grumman, RTX, Lululemon, Mercadolibre, Talen Energy, GE Vernova, Broadcom, Vistra, Micron, Alphabet, Somnigroup International, Flutter Entertainment. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
De baas van de Amerikaanse tak van Philips mocht aanschuiven bij Fox News, de huiszender van president Trump. Met groot nieuws: Philips gaat nog meer geld investeren in de Verenigde Staten. Het bedrijf wil daar groeien en nu is de tijd, zegt het zorgtechnologiebedrijf.De Philips-man steekt niet onder stoelen en banken dat hij gecharmeerd is van Trump. Dankzij hem willen ze nu extra investeren. Deze aflevering kijken we of dat een slimme strategie is. En wat jij er als Philips-belegger aan hebt dat ze slijmen bij Trump.Hebben we het ook over een bijzondere investering die de regering van Trump wil doen. Een belang nemen in de kwakkelende chipmaker Intel. Volgens persbureau Bloomberg wil de regering aandelen van Intel kopen, om het zo te redden.Warren Buffett koopt ook aandelen, maar dan van United Health. Net als Intel een bedrijf dat het lastig heeft op de beurs. Dan wel om andere redenen (een topman die is vermoord, een fraude-onderzoek). Toch ziet Buffett iets in de verzekeraar, wij zoeken uit wat dat precies is.Hebben we het ook over de moeder van Jeff Bezos, de superjachten die in ons land worden gebouwd, het record op de Belgische beurs én het gaat over Jezus Christus. Of nou ja, de man die erg op hem lijkt en reageert op de geruchten dat hij misschien de opvolger wordt van Jerome Powell...See omnystudio.com/listener for privacy information.
By now, we're all familiar with the crisis that has faced America's chip manufacturing industry. Intel remains the last bastion of homegrown chips (if we exempt new developments from TSMC and Samsung). Yet, Intel's stock has been bludgeoned, down more than 55% over the past five years as Nvidia skyrocketed about 1,475% in the same period. What would it take to rebuild America's chip capacity? Do we have a chance to build our own TSMC?That's the question that Kyle Harrison has been asking. He's a general partner at Contrary Capital, and alongside his co-author Maxx Yung, the two wrote a new blockbuster report called, “Building an American TSMC.” It's a magisterial look at the accidental history, enervating present and intricate future of semiconductor fabrication in the United States, and what it would really take to maintain and grow this critical capability.Kyle and host Danny Crichton talk about Intel's recent and historical woes, how to avoid another massive manufacturing failure like General Electric and Boeing, the complex barriers to entry in the semis market, and finally, why ecosystem development particularly around specialized labor is so crucial to protect.
Packet Protector goes global for today’s security news roundup. Microsoft discontinues a program in which engineers in China supported the US Department of Defense’s cloud infrastructure (with the help of US ‘digital escorts’), Taiwanese chipmaker TSMC fires several employees over allegations of attempted theft of sensitive tech, an Arizona woman gets 8 years in prison... Read more »
Packet Protector goes global for today’s security news roundup. Microsoft discontinues a program in which engineers in China supported the US Department of Defense’s cloud infrastructure (with the help of US ‘digital escorts’), Taiwanese chipmaker TSMC fires several employees over allegations of attempted theft of sensitive tech, an Arizona woman gets 8 years in prison... Read more »
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
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
- 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.
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.
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.
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
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.
In a landmark announcement, Apple and Donald Trump unveiled a $600 billion initiative to reshape the American manufacturing landscape and end reliance on China for advanced semiconductor chips. With Apple committing to a full end-to-end silicon supply chain in the U.S., including partnerships in Texas, Arizona, and New York, the move cements TSMC's new Arizona plant—spearheaded by Trump—as a critical national asset. This strategic shift, powered by tariff exemptions, rare earth mineral mining, and streamlined regulations, is being hailed as a historic step toward U.S. technological sovereignty and a game changer in the geopolitical battle with China over Taiwan.
TSMC ha despedido empleados por intentar robar secretos del proceso 2 nm que alimentará el chip de los iPhone 18. Un caso que pone sobre la mesa el espionaje industrial de la industria tecnológica.Contacta con el autor:X: @jlacortBluesky: @lacortMail: [lacort@xataka.com](mailto:lacort@xataka.com)Loop Infinito es un podcast de Applesfera sobre Apple y su ecosistema, publicado de lunes a viernes a las 7.00 h (hora española peninsular). Presentado por Javier Lacort. Editado por Alberto de la Torre.
Asian nations brace for a new tariff regime from the US. Taiwanese semiconductor maker TSMC hopes to get a reprieve, even as it fends off possible corporate spying.See omnystudio.com/listener for privacy information.
En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos recorren un torbellino de titulares que va de la Casa Blanca a Wall Street. Arrancan con la visita de Tim Cook a Donald Trump en donde Apple promete invertir millones adicionales en EE. UU. y, casi en la misma hora, la Administración impone aranceles del 100 % a chips fabricados fuera del país, disparando a Intel y TSMC mientras reconfigura las cadenas de suministro. El dúo enlaza ese golpe industrial con la nueva orden ejecutiva que autoriza incluir bitcoin, capital privado e inmobiliario en los planes 401(k), abriendo un cofre de casi US$ 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.
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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.
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
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